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Name Holding Trade Value Shares
Change 		Change in
Stake
CFS
2501
CGC Financial Services
Oregon
$481K -$71K -702 -17%
AWP
2502
Astra Wealth Partners
New Jersey
$481K +$348K +3,445 New
FA
2503
Fullerton Advisors
California
$481K +$348K +3,443 New
LA
2504
Lifeworks Advisors
Michigan
$481K +$348K +3,443 New
SSWM
2505
Smith Salley Wealth Management
North Carolina
$481K +$348K +3,442 New
HFRG
2506
Houlihan Financial Resource Group
Virginia
$480K +$348K +3,441 New
SCM
2507
SKBA Capital Management
California
$480K -$224K -2,215 -39%
BIA
2508
Bigelow Investment Advisors
Maine
$479K +$347K +3,434 New
CWM
2509
Centurion Wealth Management
Virginia
$479K -$614K -6,068 -64%
SWM
2510
Sculati Wealth Management
Michigan
$478K -$330K -3,268 -39%
FAN
2511
Financial Advisors Network
California
$477K +$346K +3,417 New
AFWM
2512
Arta Finance Wealth Management
California
$477K +$346K +3,417 New
PGF
2513
Plan Group Financial
Oklahoma
$477K +$345K +3,415 New
PIA
2514
Powell Investment Advisors
Florida
$476K +$345K +3,410 New
GS
2515
GWN Securities
Florida
$476K +$345K +3,408 New
RFA
2516
Rollins Financial Advisors
New York
$475K +$344K +3,402 New
SFG
2517
Sunburst Financial Group
Alabama
$474K +$343K +3,395 New
PS
2518
Portfolio Strategies
New York
$474K +$343K +3,393 New
PS
2519
Planned Solutions
California
$472K +$342K +3,381 New
I
2520
INVST
Indiana
$472K +$342K +3,379 New
MWA
2521
MN Wealth Advisors
Kansas
$471K +$341K +3,371 New
AGC
2522
August Group Capital
$471K +$341K +3,372 New
BONH
2523
Bank of New Hampshire
New Hampshire
$470K +$77.7K +768 +30%
MPPHD
2524
Maloon Powers Pitre Higgins & Dennehy
California
$470K +$340K +3,364 New
RCM
2525
RNC Capital Management
California
$469K +$340K +3,362 New
99 100
101
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