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Name Holding Trade Value Shares
Change 		Change in
Stake
CFS
3326
CGC Financial Services
Oregon
$141K – – –
FFA
3327
Frazier Financial Advisors
Ohio
$141K +$20.9K +277 +18%
TCM
3328
Triumph Capital Management
Colorado
$140K -$37.2K -492 -21%
SIM
3329
Synergy Investment Management
Florida
$140K +$139K +1,841 New
FCT
3330
First Community Trust
Iowa
$139K – – –
AW
3331
Avion Wealth
Texas
$137K +$680 +9 +0.5%
LIA
3332
Luken Investment Analytics
Tennessee
$137K -$11.3K -149 -8%
MCRM
3333
Midway Capital Research & Management
Illinois
$137K +$136K +1,800 New
HWP
3334
Highline Wealth Partners
California
$136K +$2.65K +35 +2%
AFC
3335
Ares Financial Consulting
California
$136K +$70.2K +929 +108%
SSG
3336
Summit Securities Group
New York
$134K -$181K -2,397 -58%
IA
3337
IFG Advisory
Georgia
$134K -$3.28M -43,421 -96%
SHIM
3338
Stone House Investment Management
Pennsylvania
$130K +$10.7K +141 +9%
WA
3339
WPG Advisers
Maryland
$127K -$21.2K -281 -14%
BCM
3340
Basso Capital Management
Connecticut
$122K – – –
1NWS
3341
1 North Wealth Services
Maryland
$121K – – –
BH
3342
Burk Holdings
Oklahoma
$119K +$119K +1,568 New
AWM
3343
Abound Wealth Management
Tennessee
$118K +$27.5K +364 +31%
RCM
3344
Richardson Capital Management
Wisconsin
$118K – – –
CFP
3345
Comprehensive Financial Planning
Pennsylvania
$118K – – –
Q
3346
QVR
California
$116K +$116K +1,528 New
HHGA
3347
Halbert Hargrove Global Advisors
California
$116K – – –
AAG
3348
Accordant Advisory Group
Maryland
$115K +$75.6K +1,000 +195%
SWIM
3349
Smallwood Wealth Investment Management
New Jersey
$114K – – –
LD
3350
Lipe & Dalton
New York
$114K -$7.56K -100 -6%
132 133
134
135 136