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Name Holding Trade Value Shares
Change 		Change in
Stake
HIM
3151
Hanlon Investment Management
New Jersey
$483K +$96K +235 +23%
GFWA
3152
Grey Fox Wealth Advisors
Delaware
$482K +$409 +1 +0.1%
FWM
3153
Forza Wealth Management
Florida
$482K – – –
MF
3154
Montis Financial
Massachusetts
$482K +$81.7K +200 +19%
LIG
3155
Lokken Investment Group
Delaware
$481K +$5.31K +13 +1%
CCMI
3156
Creative Capital Management Investments
California
$481K – – –
SL
3157
Summitry LLC
California
$479K -$50.3K -123 -9%
ALC
3158
Alexander Labrunerie & Co
Missouri
$478K +$409 +1 +0.1%
CWM
3159
Centric Wealth Management
Illinois
$478K – – –
PA
3160
Promethium Advisors
Maryland
$478K +$8.99K +22 +2%
VBFG
3161
Vishria Bird Financial Group
Tennessee
$478K – – –
CF
3162
Clarity Financial
Texas
$478K -$339K -829 -40%
KFS
3163
Keynote Financial Services
Connecticut
$477K -$10.2K -25 -2%
WWA
3164
Wealth Watch Advisors
Colorado
$477K +$502K +1,229 New
EL
3165
EWA LLC
Pennsylvania
$476K +$6.13K +15 +1%
BW
3166
BXM Wealth
Colorado
$475K +$499K +1,222 New
FC
3167
Forte Capital
New York
$475K +$3.27K +8 +0.7%
RCI
3168
RS Crum Inc
California
$475K +$409 +1 +0.1%
ETS
3169
ESL Trust Services
New York
$475K +$490K +1,200 +5,714%
BFA
3170
Brown Financial Advisors
Ohio
$474K -$16.8K -41 -3%
CWM
3171
Cranbrook Wealth Management
Michigan
$474K – – –
PFM
3172
Phillips Financial Management
Indiana
$473K +$19.2K +47 +4%
CMI
3173
Clare Market Investments
Texas
$472K -$164K -402 -25%
BS
3174
Brighton Securities
New York
$471K +$495K +1,212 New
VFA
3175
Values First Advisors
Tennessee
$471K +$338K +828 +216%
125 126
127
128 129