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Name Holding Trade Value Shares
Change 		Change in
Stake
NEWAS
2826
N.E.W. Advisory Services
Wisconsin
$219K -$12.5K -120 -6%
SC
2827
Stephens Consulting
Michigan
$219K +$4.36K +42 +2%
FTA
2828
Financial & Tax Architects
Missouri
$218K +$183K +1,762 New
LW
2829
Linscomb Wealth
Texas
$218K -$44.1K -424 -19%
RFM
2830
Royal Fund Management
Florida
$218K +$183K +1,757 New
SSWM
2831
Strait & Sound Wealth Management
California
$218K -$29.3K -282 -14%
KIC
2832
Kensington Investment Counsel
California
$218K +$182K +1,756 New
PFA
2833
Pathway Financial Advisors
Vermont
$217K -$176K -1,698 -49%
NL
2834
NKCFO LLC
Illinois
$217K – – –
PTC
2835
Philadelphia Trust Company
Pennsylvania
$217K +$182K +1,753 New
TC
2836
Truvestments Capital
Florida
$217K -$31.2K -300 -15%
RA
2837
Rise Advisors
New York
$216K -$8.52K -82 -4%
JFGLC
2838
Johnson Financial Group LLC (Colorado)
Colorado
$216K +$181K +1,743 New
PRTG
2839
Post Resch Tallon Group
New York
$216K +$181K +1,743 New
USWIA
2840
UP Strategic Wealth Investment Advisors
Pennsylvania
$216K +$181K +1,742 New
AC
2841
Annandale Capital
Texas
$216K -$4.98M -47,958 -97%
JE
2842
JMAC Enterprises
Pennsylvania
$216K +$181K +1,741 New
SGWM
2843
Sterling Group Wealth Management
California
$216K +$181K +1,741 New
SRC
2844
Sage Rhino Capital
California
$216K +$181K +1,739 New
PMWMG
2845
Parr McKnight Wealth Management Group
Minnesota
$215K +$180K +1,737 New
HWA
2846
Heritage Wealth Advisors
Virginia
$215K -$1.56K -15 -0.9%
GCA
2847
Genesee Capital Advisors
New York
$215K +$180K +1,731 New
SFG
2848
Sather Financial Group
Texas
$215K +$180K +1,731 New
CCG
2849
Catalina Capital Group
California
$214K +$180K +1,730 New
MWP
2850
Meridian Wealth Partners
Pennsylvania
$214K +$179K +1,727 New
112 113
114
115 116