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Name Holding Trade Value Shares
Change 		Change in
Stake
WH
3176
Willner & Heller
California
$371K +$11.6K +76 +3%
WFAG
3177
Worth Financial Advisory Group
North Carolina
$371K -$44.2K -290 -11%
PB
3178
Prosperity Bancshares
Texas
$371K +$371K +2,433 New
SPA
3179
Sound Portfolio Advisors
Connecticut
$371K +$370K +2,432 New
SGC
3180
Slocum, Gordon & Co
Rhode Island
$369K +$141K +924 +62%
MAM
3181
McLean Asset Management
Virginia
$369K -$16.6K -109 -5%
RCWM
3182
Royal Capital Wealth Management
Indiana
$369K -$457 -3 -0.1%
FH
3183
FWG Holdings
Florida
$368K +$5.18K +34 +2%
CMTU
3184
Capital Markets Trading (UK)
United Kingdom
$368K +$368K +2,414 New
KDA
3185
Kraft Davis & Associates
Missouri
$368K +$342K +2,248 New
EL
3186
Essex LLC
Illinois
$368K +$28.2K +185 +8%
PWA
3187
Phoenix Wealth Advisors
North Carolina
$368K +$152 +1 +0%
CW
3188
CrossGen Wealth
North Carolina
$367K +$367K +2,410 New
MF
3189
Montis Financial
Massachusetts
$367K +$762 +5 +0.2%
MF
3190
Manchester Financial
California
$366K +$54.2K +356 +17%
RFS
3191
Richardson Financial Services
Massachusetts
$366K +$14.2K +93 +4%
NPFS
3192
Novak & Powell Financial Services
Florida
$364K +$609 +4 +0.2%
BGC
3193
Beutel, Goodman & Co
Ontario, Canada
$364K – – –
CFGA
3194
Cambridge Financial Group (Arizona)
Arizona
$363K +$29.2K +192 +8%
SP
3195
Sequent Planning
Nebraska
$362K +$4.87K +32 +1%
AC
3196
AIFG Consultants
New York
$362K – – –
PWP
3197
Pursue Wealth Partners
California
$362K -$498K -3,267 -58%
HCA
3198
Heck Capital Advisors
Wisconsin
$362K +$362K +2,375 New
KF
3199
Ketron Financial
California
$362K +$362K +2,374 New
BWS
3200
Broadway Wealth Solutions
Texas
$361K -$17.8K -117 -5%
126 127
128
129 130