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Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
3251
Medallion Wealth Advisors
Connecticut
$344K +$152 +1 +0%
CWM
3252
Centurion Wealth Management
Virginia
$344K +$1.07K +7 +0.3%
KFS
3253
Kirkwood Financial Services
Texas
$344K +$3.05K +20 +0.9%
JTWM
3254
Jackson Thornton Wealth Management
Alabama
$343K -$82.7K -543 -20%
BTD
3255
BankPlus Trust Department
Mississippi
$342K – – –
NG
3256
Novem Group
New York
$342K -$1.01M -6,645 -75%
PWMA
3257
Pension & Wealth Management Advisors
Massachusetts
$342K +$254K +1,666 +289%
BCG
3258
Bravias Capital Group
New Jersey
$342K -$23.8K -156 -7%
FFA
3259
Fi3 Financial Advisors
Indiana
$342K -$37.9K -249 -10%
SSA
3260
Sierra Summit Advisors
Nevada
$341K +$5.33K +35 +2%
ACC
3261
Acorn Creek Capital
Colorado
$340K -$3.81K -25 -1%
HFP
3262
Holistic Financial Partners
Indiana
$340K -$13.6K -89 -4%
RSS
3263
Rosenblum Silverman Sutton
California
$340K +$15.2K +100 +5%
HWMG
3264
Hurlow Wealth Management Group
Indiana
$340K -$16.4K -108 -5%
RC
3265
Rovin Capital
Arizona
$339K -$61.7K -405 -15%
JF
3266
Jump Financial
Illinois
$339K -$879K -5,770 -72%
CWMG
3267
Compass Wealth Management (Georgia)
Georgia
$338K – – –
FCA
3268
Fortis Capital Advisors
Kansas
$338K -$352K -2,311 -51%
WBG
3269
Wharton Business Group
Pennsylvania
$338K – – –
DWS
3270
Dynamic Wealth Strategies
California
$338K +$87K +571 +35%
SAM
3271
Sagewood Asset Management
New York
$338K +$338K +2,217 New
AR
3272
Altar Rock
New York
$338K +$337K +2,215 New
DWM
3273
Dynasty Wealth Management
Florida
$338K +$54.4K +357 +19%
NF
3274
Nvest Financial
New Hampshire
$338K -$9.29K -61 -3%
RFA
3275
Reyes Financial Architecture
California
$337K +$4.87K +32 +1%
129 130
131
132 133