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Name Holding Trade Value Shares
Change 		Change in
Stake
PFG
3101
PAX Financial Group
Texas
$455K +$19.5K +60 +5%
GL
3102
GHE LLC
Tennessee
$455K – – –
NWA
3103
Navis Wealth Advisors
New York
$455K +$11.4K +35 +3%
CCC
3104
Compass Capital Corp
Massachusetts
$455K -$2.6K -8 -0.6%
FWM
3105
Forza Wealth Management
Florida
$454K +$32.9K +101 +9%
PWA
3106
Peterson Wealth Advisors
Utah
$454K +$6.83K +21 +2%
GSF
3107
Grove Street Fiduciary
New Hampshire
$454K – – –
SCM
3108
Sollinda Capital Management
Florida
$454K +$68.6K +211 +20%
FFA
3109
Frazier Financial Advisors
Ohio
$453K -$87.5K -269 -17%
HA
3110
Helium Advisors
Washington
$453K -$5.21K -16 -1%
SO
3111
Sierra Ocean
California
$453K +$194K +597 +87%
TWA
3112
Tandem Wealth Advisors
Arizona
$453K +$33.8K +104 +9%
IPWA
3113
International Private Wealth Advisors
California
$453K -$1.3K -4 -0.3%
AFS
3114
Access Financial Services
Minnesota
$453K -$1.95K -6 -0.5%
OW
3115
Olistico Wealth
Oklahoma
$452K +$32.5K +100 +8%
MAFA
3116
MJT & Associates Financial Advisory
Minnesota
$451K – – –
FCG
3117
Fielder Capital Group
Tennessee
$451K +$126K +386 +43%
FWM
3118
Finer Wealth Management
Massachusetts
$451K +$1.3K +4 +0.3%
RWA
3119
Reicon Wealth Advisors
Georgia
$451K -$5.21K -16 -1%
GWAG
3120
Garrett Wealth Advisory Group
Texas
$450K -$99.9K -307 -19%
WCM
3121
WealthBridge Capital Management
Ohio
$450K -$2.93K -9 -0.7%
CFG
3122
Compton Financial Group
Maryland
$449K +$976 +3 +0.2%
IPA
3123
Investment Planning Advisors
Georgia
$449K +$79.1K +243 +24%
AFA
3124
Allium Financial Advisors
Oregon
$449K -$46.5K -143 -10%
LIP
3125
Lynch Investment Planning
Pennsylvania
$448K -$73.2K -225 -15%
123 124
125
126 127