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Name Holding Trade Value Shares
Change 		Change in
Stake
TIM
3026
Total Investment Management
Arizona
$391K -$9.14K -59 -2%
TFM
3027
TFC Financial Management
Massachusetts
$389K +$8.36K +54 +2%
PCM
3028
Peirce Capital Management
Texas
$388K -$98K -633 -20%
AWMG
3029
Alliance Wealth Management Group
New Jersey
$388K +$15.2K +98 +4%
TCM
3030
Towercrest Capital Management
Pennsylvania
$388K +$15.2K +98 +4%
FFA
3031
Fi3 Financial Advisors
Indiana
$387K +$124K +800 +47%
BWS
3032
Broadway Wealth Solutions
Texas
$386K -$12.9K -83 -3%
LSC
3033
Lesa Sroufe & Co
Washington
$386K +$5.11K +33 +1%
PFWA
3034
Paces Ferry Wealth Advisors
Georgia
$384K +$94.6K +611 +33%
HFRG
3035
Houlihan Financial Resource Group
Virginia
$384K -$287K -1,851 -43%
TF
3036
Theory Financial
Colorado
$384K – – –
RBFC
3037
Roman Butler Fullerton & Co
Missouri
$383K +$21.7K +140 +6%
WFC
3038
Western Financial Corp
California
$383K +$1.55K +10 +0.4%
CCAL
3039
City Center Advisors LLC
Michigan
$383K +$55.6K +359 +17%
JCM
3040
Jacobsen Capital Management
Utah
$383K +$382K +2,466 New
IA
3041
Intellus Advisors
Florida
$383K -$23.5K -152 -6%
LWM
3042
LongView Wealth Management
Georgia
$383K -$8.67K -56 -2%
FM
3043
Family Management
New York
$382K +$381K +2,462 New
WSFG
3044
Wall Street Financial Group
Illinois
$382K +$74.8K +483 +24%
KPP
3045
Kings Path Partners
Texas
$382K – – –
AIA
3046
Accelerate Investment Advisors
California
$382K +$14.1K +91 +4%
CWMGO
3047
Capstone Wealth Management Group (Oregon)
Oregon
$382K +$4.34K +28 +1%
VPWA
3048
Vestia Personal Wealth Advisors
Indiana
$382K +$45.1K +291 +13%
DIM
3049
DLK Investment Management
California
$381K +$9.76K +63 +3%
GPW
3050
Genesis Private Wealth
Virginia
$381K +$76K +491 +25%
120 121
122
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