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Name Holding Trade Value Shares
Change 		Change in
Stake
GIM
3001
Guardian Investment Management
California
$580K -$197K -500 -26%
CWA
3002
Crux Wealth Advisors
California
$579K -$144K -367 -20%
FEG
3003
Financial Enhancement Group
Indiana
$579K +$6.68K +17 +1%
BF
3004
Brogan Financial
Tennessee
$578K +$12.6K +32 +2%
SLA
3005
Silver Lake Advisory
Utah
$578K -$6.29K -16 -1%
LWM
3006
LeConte Wealth Management
Tennessee
$577K +$135K +344 +32%
HA
3007
HC Advisors
Georgia
$576K -$39.3K -100 -7%
SWA
3008
Strategies Wealth Advisors
Michigan
$576K -$5.5K -14 -1%
AW
3009
Alaethes Wealth
Nevada
$575K -$6.29K -16 -1%
WRPWM
3010
Werba Rubin Papier Wealth Management
California
$574K +$96.7K +246 +21%
PW
3011
Potentia Wealth
California
$573K – – –
BAS
3012
Breakthru Advisory Services
Wisconsin
$572K +$555K +1,412 New
MC
3013
Marest Capital
California
$571K +$3.15K +8 +0.6%
NFG
3014
Northeast Financial Group
Pennsylvania
$570K +$198K +504 +56%
PA
3015
Planning Alternatives
Michigan
$569K +$552K +1,405 New
PCP
3016
Panoramic Capital Partners
Oregon
$569K +$36.6K +93 +7%
FCMT
3017
Founders Capital Management (Texas)
Texas
$567K -$393 -1 -0.1%
KIM
3018
Karpus Investment Management
New York
$567K – – –
OP
3019
ORG Partners
Indiana
$567K +$35.4K +90 +7%
EL
3020
EWA LLC
Pennsylvania
$567K +$28.7K +73 +6%
SCM
3021
Stonehearth Capital Management
Massachusetts
$566K -$3.15K -8 -0.6%
CFG
3022
Copley Financial Group
California
$565K -$1.57K -4 -0.3%
DIP
3023
Davis Investment Partners
North Carolina
$564K – – –
CIM
3024
Cambria Investment Management
California
$562K +$545K +1,387 New
PWS
3025
Precision Wealth Strategies
Missouri
$562K -$43.3K -110 -7%
119 120
121
122 123