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Name Holding Trade Value Shares
Change 		Change in
Stake
PCA
2876
Pallas Capital Advisors
Massachusetts
$312K -$4.97M -14,334 -93%
PAG
2877
Paladin Advisory Group
Iowa
$311K +$358K +1,032 New
SWP
2878
Summit Wealth Partners
Florida
$311K – – –
FA
2879
Fountainhead AM
New Jersey
$310K -$43.4K -125 -11%
LD
2880
Lipe & Dalton
New York
$310K -$31.2K -90 -8%
HC
2881
Hamilton Capital
Ohio
$309K -$363K -1,046 -50%
WAOI
2882
Wealth Advisors of Iowa
Iowa
$309K -$199K -574 -36%
BFG
2883
Bouchey Financial Group
New York
$309K -$13.2K -38 -4%
SWM
2884
Shelton Wealth Management
Texas
$309K -$5.2K -15 -1%
WCM
2885
Wallace Capital Management
Texas
$309K – – –
PWA
2886
Physician Wealth Advisors
Utah
$309K +$9.02K +26 +3%
GCIG
2887
Grand Central Investment Group
Florida
$308K – – –
RC
2888
RBF Capital
California
$308K +$347K +1,000 New
DI
2889
DFPG Investments
Utah
$307K -$13.5K -39 -4%
LCM
2890
Lewis Capital Management
California
$307K – – –
FFG
2891
Fortem Financial Group
California
$306K -$17.7K -51 -5%
GIM
2892
Guild Investment Management
California
$306K – – –
LRWA
2893
Long Run Wealth Advisors
New York
$305K -$46.8K -135 -12%
SLWS
2894
Swaine & Leidel Wealth Services
Florida
$305K +$106K +305 New
SHFP
2895
Second Half Financial Partners
Florida
$305K +$347K +1,000 New
TCFP
2896
Treasure Coast Financial Planning
Florida
$304K – – –
FAM
2897
Flaharty Asset Management
Florida
$303K -$89.1K -257 -20%
IWA
2898
Inspirion Wealth Advisors
Illinois
$303K -$3.47K -10 -1%
GAM
2899
Garrison Asset Management
Arkansas
$302K -$26.4K -76 -7%
FFA
2900
Fi3 Financial Advisors
Indiana
$301K +$41.3K +119 +13%
114 115
116
117 118