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Name Holding Trade Value Shares
Change 		Change in
Stake
WA
2901
WP Advisors
California
$206K +$196K +2,866 New
FCFC
2902
First Commonwealth Financial Corp
Pennsylvania
$206K +$196K +2,864 New
KCM
2903
KRS Capital Management
Michigan
$206K -$22.5K -328 -10%
MCM
2904
McRae Capital Management
New Jersey
$206K +$196K +2,861 New
BPFA
2905
Barnes Pettey Financial Advisors
Mississippi
$205K +$196K +2,859 New
IPA
2906
Investment Planning Advisors
Georgia
$205K – – –
PWM
2907
Prosperity Wealth Management
California
$205K +$195K +2,853 New
WAM
2908
Worth Asset Management
Texas
$205K +$195K +2,852 New
BW
2909
Basepoint Wealth
Iowa
$205K +$195K +2,851 New
IRAG
2910
Investment Research & Advisory Group
Georgia
$205K -$30.8K -450 -14%
CIS
2911
Custom Index Systems
New York
$204K +$195K +2,843 New
SPI
2912
Santori & Peters Inc
Pennsylvania
$204K +$194K +2,839 New
VBCG
2913
Valley Brook Capital Group
Pennsylvania
$202K +$192K +2,806 New
AFGAS
2914
Allegiance Financial Group Advisory Services
Virginia
$202K +$192K +2,804 New
BWM
2915
Boyd Wealth Management
California
$201K +$192K +2,803 New
TFP
2916
Tilia Fiduciary Partners
North Carolina
$201K +$192K +2,802 New
ACM
2917
AUA Capital Management
Pennsylvania
$201K +$192K +2,802 New
PIN
2918
Prudent Investors Network
California
$201K -$7.5M -109,555 -98%
RFN
2919
RDA Financial Network
Iowa
$201K +$192K +2,800 New
LFASL
2920
Lugano Financial Advisors SA (LFA)
Switzerland
$201K – – –
TIM
2921
Tortoise Investment Management
New York
$201K -$6.16K -90 -3%
FWM
2922
Forza Wealth Management
Florida
$201K +$192K +2,798 New
IWS
2923
Insight Wealth Strategies
California
$201K +$192K +2,798 New
SWM
2924
Sanctuary Wealth Management
Idaho
$201K +$123K +1,789 +178%
AWA
2925
Adapt Wealth Advisors
Georgia
$200K +$191K +2,789 New
115 116
117
118 119