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Name Holding Trade Value Shares
Change 		Change in
Stake
IWN
3251
Independent Wealth Network
Iowa
$394K +$19.3K +53 +5%
PWMG
3252
Private Wealth Management Group
New Jersey
$393K -$6.2K -17 -1%
WG
3253
Warner Group
Connecticut
$393K -$4.01K -11 -0.9%
CPL
3254
CAP Partners LLC
Tennessee
$393K +$2.19K +6 +0.5%
ARC
3255
Advisor Resource Council
Texas
$393K +$1.09K +3 +0.3%
CGA
3256
Crescent Grove Advisors
Illinois
$393K -$215K -590 -33%
DI
3257
Disciplined Investors
Texas
$392K +$1.82K +5 +0.4%
SFS
3258
Summit Financial Strategies
Ohio
$392K -$40.8K -112 -9%
AHL
3259
Abel Hall LLC
Louisiana
$391K -$815K -2,237 -65%
TCM
3260
Traub Capital Management
Massachusetts
$390K -$7.29K -20 -2%
FWM
3261
Forza Wealth Management
Florida
$390K – – –
BFA
3262
Brown Financial Advisors
Ohio
$389K -$16K -44 -4%
SWM
3263
Sherman Wealth Management
Maryland
$389K +$5.47K +15 +1%
RIP
3264
Reliant Investment Partners
North Carolina
$388K – – –
TWA
3265
Tandem Wealth Advisors
Arizona
$388K +$48.8K +134 +13%
OW
3266
Olistico Wealth
Oklahoma
$388K +$6.2K +17 +1%
SRA
3267
Secured Retirement Advisors
Minnesota
$388K +$45.9K +126 +12%
TA
3268
TPG Advisors
Illinois
$388K +$364 +1 +0.1%
VFP
3269
Verus Financial Partners
Virginia
$387K +$2.19K +6 +0.5%
OCM
3270
Osterweis Capital Management
California
$387K -$61.2K -168 -12%
NFTC
3271
North Forty Two & Co
Oregon
$387K +$6.56K +18 +2%
BGAI
3272
Bruce G. Allen Investments
Colorado
$387K +$2.55K +7 +0.6%
RWC
3273
Rare Wolf Capital
Washington
$386K – – –
OFW
3274
Omnia Family Wealth
Florida
$385K -$165K -453 -28%
CFSG
3275
Clark Financial Services Group
Missouri
$385K +$18.9K +52 +5%
129 130
131
132 133