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Name Holding Trade Value Shares
Change 		Change in
Stake
PC
2976
Parrish Capital
Georgia
$529K +$325 +1 +0.1%
DA
2977
DCF Advisers
Connecticut
$529K +$488K +1,500 New
ZRP
2978
Zynergy Retirement Planning
New Jersey
$529K – – –
RMF
2979
Red Mountain Financial
Colorado
$528K -$27.7K -85 -5%
PFA
2980
Plotkin Financial Advisors
Maryland
$528K – – –
OIA
2981
Oakmont Investment Advisors
Pennsylvania
$527K -$17.9K -55 -4%
WFG
2982
Wills Financial Group
Virginia
$526K -$21.1K -65 -4%
PIA
2983
Pinion Investment Advisors
Kansas
$526K -$7.81K -24 -2%
FGC
2984
First Growth Capital
Maryland
$526K +$32.9K +101 +7%
BCM
2985
Bannerstone Capital Management
Minnesota
$525K -$8.13K -25 -2%
FDW
2986
Fourth Dimension Wealth
Ohio
$524K – – –
BA
2987
Brightwater Advisory
Florida
$524K +$325 +1 +0.1%
LPFG
2988
Landing Point Financial Group
Ohio
$523K -$2.93K -9 -0.6%
BPWM
2989
BCS Private Wealth Management
New Jersey
$522K -$399K -1,227 -45%
KFA
2990
Krane Funds Advisors
New York
$522K -$147K -451 -23%
GG
2991
Gleason Group
Kentucky
$521K -$87.2K -268 -15%
SFS
2992
Strategic Financial Services
New York
$520K – – –
PP
2993
PFS Partners
New Jersey
$520K -$12K -37 -2%
CPIA
2994
Cornell Pochily Investment Advisors
New York
$520K +$114K +350 +31%
ITIM
2995
Indiana Trust & Investment Management
Indiana
$519K – – –
APFP
2996
Action Point Financial Planning
Michigan
$519K +$482K +1,482 New
AG
2997
AmeriFlex Group
Nevada
$514K -$22.4K -69 -5%
JA
2998
JVL Associates
Michigan
$514K +$5.21K +16 +1%
AIM
2999
Axiom Investment Management
New York
$513K +$12.4K +38 +3%
PIWA
3000
Prevail Innovative Wealth Advisors
Kansas
$513K -$1.79M -5,490 -79%
118 119
120
121 122