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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
3126
MorganRosel Wealth Management
Colorado
$239K +$219K +575 New
PC
3127
Peavine Capital
Nevada
$239K +$219K +575 New
WPWM
3128
Western Pacific Wealth Management
Illinois
$238K +$219K +574 New
SC
3129
Schulhoff & Co
Ohio
$238K +$219K +575 New
TAIM
3130
TD Ameritrade Investment Management
Nebraska
$237K +$79.9K +210 +58%
PW
3131
Peninsula Wealth
California
$237K +$217K +571 New
RS
3132
Retirement Solution
Washington
$236K -$40.7K -107 -16%
EA
3133
Ellsworth Advisors
Ohio
$236K -$35.4K -93 -14%
HIS
3134
Horizon Investment Services
Indiana
$235K +$215K +565 New
HIM
3135
HawsGoodwin Investment Management
Tennessee
$235K +$216K +567 New
SWAG
3136
Spectrum Wealth Advisory Group
California
$235K +$216K +567 New
ODIJL
3137
One Day In July LLC
Vermont
$234K +$215K +564 New
RPSA
3138
Richard P. Slaughter Associates
Texas
$233K +$214K +563 New
SDH
3139
Sloy Dahl & Holst
Washington
$232K – – –
PCFFS
3140
Pacific Center for Financial Services
California
$232K +$27K +71 +15%
AL
3141
ACAS LLC
California
$231K +$212K +557 New
CA
3142
Crumly & Associates
Illinois
$230K -$85.3K -224 -26%
TPWM
3143
Twelve Points Wealth Management
Massachusetts
$230K +$211K +554 New
VIM
3144
Vista Investment Management
Pennsylvania
$230K +$211K +555 New
KFS
3145
Kelly Financial Services
Massachusetts
$230K +$6.47K +17 +3%
PFA
3146
Peak Financial Advisors
Colorado
$229K +$210K +551 New
VFG
3147
V2 Financial group
Illinois
$228K +$209K +550 New
LSWM
3148
Lorne Steinberg Wealth Management
Canada
$228K +$209K +549 New
ARMC
3149
American Research & Management Company
Massachusetts
$226K – – –
CCA
3150
Column Capital Advisors
Indiana
$226K +$1.9K +5 +0.9%
124 125
126
127 128