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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1201
Avaii Wealth Management
Wisconsin
$130K -$78.9K -6,847 -39%
DCM
1202
DGS Capital Management
New Jersey
$130K +$125K +10,839 New
CFS
1203
Commonwealth Financial Services
West Virginia
$129K +$125K +10,816 New
PWM
1204
Partners Wealth Management
California
$129K -$38.3K -3,323 -24%
AF
1205
Arrow Financial
New York
$129K +$3.21K +279 +3%
SWGC
1206
Summit Wealth Group (Colorado)
Colorado
$129K +$120K +10,374 New
CIAS
1207
Capital Investment Advisory Services
North Carolina
$128K -$21.5K -1,868 -15%
LWL
1208
Leo Wealth LLC
Texas
$128K -$48.3K -4,196 -28%
WWC
1209
Waypoint Wealth Counsel
Georgia
$127K -$1.42K -123 -1%
CFG
1210
Chapman Financial Group
Hawaii
$127K – – –
OL
1211
OneFund LLC
Florida
$127K +$4.37K +379 +4%
VWM
1212
Venturi Wealth Management
Texas
$127K -$3.62K -314 -3%
VA
1213
Valmark Advisers
Ohio
$127K +$4.17K +362 +4%
PRTG
1214
Post Resch Tallon Group
New York
$127K – – –
AMM
1215
American Money Management
California
$126K -$16.9K -1,468 -12%
HCMT
1216
Highland Capital Management (Tennessee)
Tennessee
$126K – – –
BFM
1217
Boothbay Fund Management
New York
$125K +$121K +10,469 New
CWM
1218
Crowley Wealth Management
Delaware
$125K – – –
KCP
1219
Kera Capital Partners
California
$125K +$120K +10,444 New
JWM
1220
Jessup Wealth Management
Ohio
$125K +$1.03K +89 +0.9%
EHC
1221
Everett Harris & Co
California
$125K – – –
SRL
1222
Scientech Research LLC
New Jersey
$124K +$119K +10,339 New
FP
1223
Financial Perspectives
Minnesota
$123K -$81 -7 -0.1%
SFG
1224
Seamount Financial Group
Colorado
$123K -$7.69K -667 -6%
WF
1225
Wayfinding Financial
Washington
$123K +$1.24K +108 +1%
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