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Name Holding Trade Value Shares
Change 		Change in
Stake
JSAM
3176
J. Safra Asset Management
New York
$100K – – –
PFA
3177
Professional Financial Advisors
Nebraska
$100K +$8.38K +58 +9%
TWP
3178
TFO Wealth Partners
Ohio
$100K +$48K +332 +83%
MWC
3179
MBM Wealth Consultants
Missouri
$99K +$72.3K +500 +227%
MWA
3180
Moser Wealth Advisors
Washington
$98K -$1.01K -7 -1%
OLVIG
3181
Oliver Lagore Vanvalin Investment Group
Michigan
$98K +$103K +715 New
SMG
3182
Spectrum Management Group
Indiana
$97K – – –
TCCM
3183
Timber Creek Capital Management
Massachusetts
$97K – – –
NF
3184
Norwood Financial
Pennsylvania
$95K – – –
FMP
3185
Financial Management Professionals
Texas
$95K +$46.5K +322 +86%
DI
3186
Disciplined Investments
Oklahoma
$94K +$9.83K +68 +11%
PPWM
3187
PFG Private Wealth Management
Florida
$93K -$297K -2,052 -75%
FWA
3188
FSC Wealth Advisors
New York
$93K – – –
CWM
3189
Cranbrook Wealth Management
Michigan
$92K – – –
MAM
3190
Magellan Asset Management
Australia
$90K -$167K -1,154 -64%
MW
3191
Milestone Wealth
New York
$90K – – –
WB
3192
West Bancorporation
Iowa
$88K -$173K -1,195 -65%
OA
3193
Operose Advisors
Wisconsin
$87K +$48.4K +335 +112%
SL
3194
Savior LLC
Massachusetts
$85K -$4.34K -30 -5%
LWA
3195
Lowe Wealth Advisors
Maryland
$85K – – –
AWM
3196
Activest Wealth Management
Florida
$82K -$76.9K -532 -47%
WAM
3197
WFA Asset Management
Wisconsin
$76.1K +$8.96K +62 +13%
SFG
3198
Steward Financial Group
Texas
$76K +$4.05K +28 +5%
MWM
3199
Mascoma Wealth Management
New Hampshire
$75K +$9.54K +66 +14%
RG
3200
Retirement Group
California
$75K +$49.2K +340 +163%
126 127
128
129 130