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Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
2801
SSI Investment Management
California
$256K – – –
NFG
2802
Northeast Financial Group
Pennsylvania
$256K +$8.6K +125 +3%
RK
2803
Rather & Kittrell
Tennessee
$255K +$41.1K +597 +18%
AT
2804
American Trust
Kentucky
$255K +$4.54K +66 +2%
FMN
2805
Financial Management Network
California
$254K +$53.9K +783 +26%
TWM
2806
Tanager Wealth Management
United Kingdom
$253K +$14K +204 +6%
QFW
2807
QTR Family Wealth
Florida
$253K +$48.2K +700 +22%
AA
2808
Aufman Associates
Pennsylvania
$252K – – –
MCM
2809
Mendel Capital Management
Arkansas
$252K +$551 +8 +0.2%
LFS
2810
Legacy Financial Strategies
Kansas
$252K +$27.8K +404 +12%
IA
2811
Insight Advisors
Pennsylvania
$251K +$1.24K +18 +0.5%
M1FG
2812
Mach-1 Financial Group
Arkansas
$251K -$581K -8,438 -69%
IAS
2813
Integrity Advisory Solutions
Texas
$251K +$261K +3,786 New
LAM
2814
Lifestyle Asset Management
Texas
$251K +$16.9K +246 +7%
IF
2815
IRON Financial
Illinois
$250K -$2.75K -40 -1%
PRTG
2816
Post Resch Tallon Group
New York
$250K +$138 +2 +0.1%
TFA
2817
Tobias Financial Advisors
Florida
$250K +$15.8K +229 +6%
EC
2818
EdgeRock Capital
Colorado
$249K +$8.12K +118 +3%
DWP
2819
Destiny Wealth Partners
Florida
$249K +$69 +1 +0%
AFW
2820
Avantra Family Wealth
Pennsylvania
$249K +$27K +393 +12%
BFG
2821
Birch Financial Group
New Hampshire
$249K +$27.8K +404 +12%
SAM
2822
Strategy Asset Managers
California
$249K -$21.5K -313 -8%
SAM
2823
Simplify Asset Management
Nevada
$248K +$257K +3,740 New
DW
2824
Dodds Wealth
Colorado
$248K – – –
AF
2825
Apollon Financial
South Carolina
$248K +$51.6K +750 +25%
111 112
113
114 115