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Name Holding Trade Value Shares
Change 		Change in
Stake
PCWA
3026
Pacific Capital Wealth Advisors
California
$277K -$2.49K -5 -0.9%
FGC
3027
First Growth Capital
Maryland
$277K +$7.48K +15 +3%
RWC
3028
Rare Wolf Capital
Washington
$276K +$268K +538 New
PWP
3029
Prasad Wealth Partners
Ohio
$276K – – –
CC
3030
Commons Capital
Massachusetts
$276K +$38.4K +77 +17%
NA
3031
Nautilus Advisors
California
$276K -$3.49K -7 -1%
SIM
3032
Synergy Investment Management
Florida
$275K +$208K +417 +542%
OCM
3033
Osbon Capital Management
Massachusetts
$274K – – –
HWMO
3034
Heritage Wealth Management (Ohio)
Ohio
$274K -$2.99K -6 -1%
EFL
3035
ERn Financial LLC
Wisconsin
$274K -$4.49K -9 -2%
ARC
3036
Advisor Resource Council
Texas
$273K -$6.48K -13 -2%
VDI
3037
Vaughan David Investments
Illinois
$273K -$1.5K -3 -0.6%
PMFA
3038
Plante Moran Financial Advisors
Michigan
$273K +$5.49K +11 +2%
AA
3039
AJ Advisors
Tennessee
$273K +$499 +1 +0.2%
SWG
3040
Summit Wealth Group
Vermont
$272K -$53.9K -108 -17%
CSA
3041
Cornerstone Select Advisors
Missouri
$272K +$264K +529 New
KW
3042
Keyvantage Wealth
Pennsylvania
$271K -$99.7K -200 -27%
HFM
3043
Hartford Financial Management
Connecticut
$271K – – –
LWA
3044
Lifelong Wealth Advisors
Minnesota
$271K +$3.99K +8 +2%
PWA
3045
Phoenix Wealth Advisors
North Carolina
$271K – – –
PDL
3046
Portfolio Design Labs
California
$271K -$2.21M -4,423 -89%
RB
3047
Rodgers Brothers
Pennsylvania
$270K – – –
SAG
3048
Sentinel Advisory Group
Wisconsin
$270K – – –
IPA
3049
Investment Planning Advisors
Georgia
$270K +$262K +526 New
LFS
3050
Legacy Financial Strategies
Kansas
$270K +$11.5K +23 +5%
120 121
122
123 124