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Name Holding Trade Value Shares
Change 		Change in
Stake
DWS
3701
Discipline Wealth Solutions
South Carolina
$259K +$252K +640 New
HAG
3702
HF Advisory Group
Maryland
$259K +$16.9K +43 +7%
TPWM
3703
Twelve Points Wealth Management
Massachusetts
$259K +$19.7K +50 +8%
HIS
3704
Horizon Investment Services
Indiana
$258K +$24.8K +63 +11%
CWMGP
3705
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$257K +$250K +635 New
CFO
3706
Custos Family Office
Texas
$257K +$23.2K +59 +10%
MWPCG
3707
Measured Wealth Private Client Group
New Hampshire
$257K -$126K -321 -34%
AFAS
3708
Acorn Financial Advisory Services
Virginia
$256K +$24.4K +62 +11%
CMA
3709
Cedar Mountain Advisors
Oregon
$256K +$9.44K +24 +4%
WAM
3710
WealthTrust Asset Management
Florida
$255K – – –
PFS
3711
Prospect Financial Services
New York
$254K -$27.5K -70 -10%
AFA
3712
Avant Financial Advisors
Texas
$254K – – –
DF
3713
Dunhill Financial
United Kingdom
$254K +$40.5K +103 +20%
AA
3714
ACT Advisors
North Carolina
$253K -$393 -1 -0.2%
WFC
3715
Western Financial Corp
California
$253K -$721K -1,834 -75%
HP
3716
Highlander Partners
Texas
$253K – – –
ES
3717
Eagle Strategies
New York
$253K +$7.86K +20 +3%
IW
3718
Instrumental Wealth
Florida
$252K +$22K +56 +9%
KWM
3719
KMT Wealth Management
California
$252K – – –
ELM
3720
Elite Life Management
Florida
$252K -$1.18K -3 -0.5%
O3W
3721
Omni 360 Wealth
New Jersey
$251K – – –
JF
3722
Joule Financial
Kentucky
$251K +$1.97K +5 +0.8%
CWM
3723
Cherrydale Wealth Management
New Jersey
$251K – – –
AW
3724
Atlas Wealth
Ohio
$250K -$5.5K -14 -2%
PWM
3725
Proathlete Wealth Management
Florida
$250K +$20.1K +51 +9%
147 148
149
150 151