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Name Holding Trade Value Shares
Change 		Change in
Stake
HDA
3176
Harold Davidson & Associates
California
$429K -$97.9K -526 -17%
AU
3177
AlphaGrep UK
$429K +$292K +1,567 +153%
NG
3178
NWK Group
California
$428K – – –
SA
3179
Sylvest Advisors
Texas
$427K -$27.7K -149 -5%
FA
3180
FDx Advisors
Illinois
$427K -$182K -978 -28%
CWM
3181
Capstone Wealth Management
Montana
$426K +$745 +4 +0.2%
MFG
3182
Menard Financial Group
Texas
$426K +$26.2K +141 +6%
RI
3183
Ridgewood Investments
New Jersey
$426K -$117K -626 -20%
AMM
3184
American Money Management
California
$425K -$16.9K -91 -3%
KF
3185
Ketron Financial
California
$425K – – –
AWAU
3186
Alliance Wealth Advisors (Utah)
Utah
$425K -$35.5K -191 -7%
SMCM
3187
Sky-Mountain Capital Management
Idaho
$424K – – –
BFG
3188
Bouchey Financial Group
New York
$424K -$28.3K -152 -6%
YWS
3189
Yarger Wealth Strategies
Ohio
$422K +$23.8K +128 +6%
DIM
3190
DLK Investment Management
California
$421K +$43.7K +235 +10%
SRWM
3191
Shira Ridge Wealth Management
California
$421K – – –
FWA
3192
FORM Wealth Advisors
Wisconsin
$420K +$745 +4 +0.2%
SMA
3193
Sage Mountain Advisors
Georgia
$420K +$207K +1,111 +78%
TVPW
3194
Third View Private Wealth
Connecticut
$420K -$45.2K -243 -9%
DI
3195
Decision Investments
California
$420K -$1.86K -10 -0.4%
CWMGO
3196
Capstone Wealth Management Group (Oregon)
Oregon
$420K +$11.9K +64 +3%
SGK
3197
Steigerwald Gordon & Koch
Virginia
$420K +$2.79K +15 +0.6%
AF
3198
AGP Franklin
Tennessee
$418K +$102K +549 +28%
SIS
3199
Strategic Investment Solutions
Illinois
$418K -$41.9K -225 -8%
ACM
3200
Advance Capital Management
Michigan
$417K +$183K +984 +64%
126 127
128
129 130