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Name Holding Trade Value Shares
Change 		Change in
Stake
WI
3051
WBI Investments
New Jersey
$266K -$672K -1,234 -72%
UFA
3052
US Financial Advisors
Massachusetts
$265K -$2.18K -4 -0.8%
BZWA
3053
Blue Zone Wealth Advisors
California
$265K -$12.5K -23 -5%
GSIS
3054
Global Strategic Investment Solutions
Arizona
$265K -$2.18K -4 -0.8%
PP
3055
Postrock Partners
Oregon
$265K – – –
GF
3056
GGM Financials
Ohio
$265K +$544 +1 +0.2%
OPPS
3057
Obsidian Personal Planning Solutions
Maryland
$265K – – –
MEAC
3058
M.E. Allison & Co
Texas
$265K – – –
GA
3059
GoalVest Advisory
New York
$265K +$90.9K +167 +53%
RGC
3060
Roberts, Glore & Co
Illinois
$265K – – –
TPWA
3061
Twin Peaks Wealth Advisors
California
$264K +$22.3K +41 +9%
BC
3062
Bayforest Capital
United Kingdom
$264K +$136K +249 +107%
CFC
3063
Coyle Financial Counsel
Illinois
$264K +$262K +481 New
LFS
3064
Legacy Financial Strategies
Kansas
$264K +$5.44K +10 +2%
PFA
3065
Pathway Financial Advisers
Indiana
$263K – – –
FZCM
3066
Flynn Zito Capital Management
New York
$263K – – –
AFG
3067
Albion Financial Group
Utah
$262K -$4.36K -8 -2%
FDS
3068
Freedom Day Solutions
Texas
$262K -$83.3K -153 -24%
PFG
3069
Prospect Financial Group
Virginia
$261K +$8.71K +16 +3%
RC
3070
Rovin Capital
Arizona
$261K +$26.1K +48 +11%
NB
3071
Northwest Bancshares
Pennsylvania
$261K – – –
RPCA
3072
Running Point Capital Advisors
California
$261K +$259K +476 New
BA
3073
BIP Alliance
Georgia
$260K – – –
AIA
3074
Accelerate Investment Advisors
California
$260K +$2.18K +4 +0.9%
NMG
3075
New Millennium Group
Utah
$260K -$982K -1,803 -79%
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123
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