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Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
3151
Phoenix Wealth Advisors
North Carolina
$247K -$64K -423 -20%
MA
3152
Mezzasalma Advisors
New Jersey
$247K -$44.3K -293 -15%
MWA
3153
Miller Wealth Advisors
Colorado
$246K +$1.51K +10 +0.6%
SWP
3154
Semus Wealth Partners
Florida
$246K +$5.14K +34 +2%
FWSM
3155
First Wilshire Securities Management
California
$246K – – –
TFA
3156
Trinity Financial Advisors
Ohio
$245K +$1.66K +11 +0.7%
CM
3157
Columbus Macro
Pennsylvania
$245K -$756 -5 -0.3%
BFO
3158
Biltmore Family Office
North Carolina
$245K – – –
SW
3159
Simplicity Wealth
New Jersey
$245K +$248K +1,640 New
CFA
3160
Cahill Financial Advisors
Minnesota
$244K +$3.18K +21 +1%
AC
3161
ASB Consultores
Florida
$244K -$69K -456 -22%
LC
3162
Landaas & Company
Wisconsin
$244K – – –
DFG
3163
Demars Financial Group
Washington
$243K – – –
GAA
3164
Guardian Asset Advisors
Pennsylvania
$243K +$247K +1,631 New
AL
3165
ACAS LLC
California
$243K +$302 +2 +0.1%
DCBT
3166
Dakota Community Bank & Trust
North Dakota
$243K +$302 +2 +0.1%
MF
3167
Manchester Financial
California
$242K +$3.18K +21 +1%
FFA
3168
Fi3 Financial Advisors
Indiana
$242K -$68.7K -454 -22%
FCA
3169
Fortis Capital Advisors
Kansas
$242K +$3.18K +21 +1%
HHRDM
3170
H&H Retirement Design & Management
Nevada
$242K -$2.72K -18 -1%
CWA
3171
Capital Wealth Alliance
Arizona
$242K -$9.07K -60 -4%
RWG
3172
Regal Wealth Group
California
$242K – – –
SSA
3173
Schonfeld Strategic Advisors
New York
$242K -$2.03M -13,414 -89%
BMCM
3174
Burns Matteson Capital Management
New York
$241K -$588K -3,886 -71%
PFM
3175
Peak Financial Management
Massachusetts
$241K +$57.6K +381 +31%
125 126
127
128 129