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Name Holding Trade Value Shares
Change 		Change in
Stake
TC
2901
Truvestments Capital
Florida
$122K -$22.6K -205 -16%
IWM
2902
Inlight Wealth Management
Georgia
$122K -$551 -5 -0.5%
PFO
2903
Pioneer Family Office
Florida
$118K +$114K +1,033 New
GG
2904
Gleason Group
Kentucky
$117K – – –
QA
2905
Quattro Advisors
Pennsylvania
$117K +$113K +1,027 New
KBFS
2906
Kohmann Bosshard Financial Services
Ohio
$117K +$113K +1,028 New
DFA
2907
DHJJ Financial Advisors
Illinois
$116K – – –
MS
2908
Monetary Solutions
Ohio
$116K +$112K +1,020 New
PP
2909
PFS Partners
New Jersey
$116K +$1.32K +12 +1%
T
2910
Tidemark
California
$115K +$330 +3 +0.3%
PWM
2911
Peck Wealth Management
New York
$114K – – –
SEP
2912
Signature Equity Partners
Ohio
$114K +$110K +999 New
BT
2913
Banque Transatlantique
France
$112K +$20.4K +185 +23%
AW
2914
Avion Wealth
Texas
$112K -$3.74K -34 -3%
GWSG
2915
GPS Wealth Strategies Group
Colorado
$112K -$571K -5,189 -84%
PW
2916
Pandora Wealth
Illinois
$112K – – –
RWM
2917
Raffa Wealth Management
District of Columbia
$111K +$39K +354 +57%
CFO
2918
Capitol Family Office
Oregon
$110K +$48K +436 +82%
MWA
2919
Medallion Wealth Advisors
Connecticut
$107K -$26.5K -241 -20%
OC
2920
Optima Capital
Oregon
$107K +$103K +936 New
1CP
2921
1015 Capital Partners
Pennsylvania
$106K +$102K +929 New
VR
2922
Vision Retirement
New Jersey
$105K +$101K +920 New
IWP
2923
IAG Wealth Partners
Wisconsin
$105K -$11K -100 -10%
BGAI
2924
Bruce G. Allen Investments
Colorado
$103K +$6.61K +60 +7%
GFA
2925
Godfrey Financial Associates
New York
$102K +$99.1K +900 New
115 116
117
118 119