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Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
3826
TPG Financial Advisors
Oregon
$268K -$19.1K -105 -7%
LFA
3827
Level Financial Advisors
New York
$268K -$14.2K -78 -6%
MAM
3828
Mainsail Asset Management
Alabama
$268K +$236K +1,295 New
OAS
3829
Optivise Advisory Services
Tennessee
$268K +$236K +1,294 New
AAMG
3830
AMG Asset Management Group
Georgia
$267K +$236K +1,292 New
SC
3831
Stephenson & Company
California
$267K +$235K +1,290 New
CPC
3832
Consolidated Planning Corp
Georgia
$267K -$8.94K -49 -4%
VC
3833
Vestor Capital
Illinois
$266K -$2.81M -15,393 -92%
AT
3834
Avalon Trust
New Mexico
$266K +$146K +800 +165%
SA
3835
Stewardship Advisors
Pennsylvania
$266K +$234K +1,285 New
MWA
3836
Madson Wealth Advisors
California
$265K +$234K +1,282 New
SIA
3837
Sovereign Investment Advisors
Arizona
$265K +$234K +1,281 New
FDS
3838
First Dallas Securities
Texas
$265K -$67.5K -370 -22%
PC
3839
Payne Capital
Oregon
$265K +$233K +1,279 New
DWMS
3840
Dominguez Wealth Management Solutions
Virginia
$264K +$233K +1,276 New
CFG
3841
Clayton Financial Group
Missouri
$264K – – –
SSW
3842
Stone Summit Wealth
Florida
$263K +$232K +1,272 New
CFP
3843
Comprehensive Financial Planning
Pennsylvania
$263K +$1.46K +8 +0.6%
JWM
3844
Jacksonville Wealth Management
Florida
$263K +$232K +1,270 New
NG
3845
Northstar Group
New York
$262K +$231K +1,268 New
EAP
3846
Elevation Advisory Partners
Florida
$262K +$283K +1,551 New
CCA
3847
Cypress Capital Advisors
Tennessee
$261K -$16K -88 -7%
VWA
3848
VSM Wealth Advisory
Maryland
$261K -$2.55K -14 -1%
PFS
3849
Prospect Financial Services
New York
$261K +$230K +1,260 New
CA
3850
CWC Advisors
Oregon
$260K +$230K +1,259 New
152 153
154
155 156