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Name Holding Trade Value Shares
Change 		Change in
Stake
HA
3076
Helium Advisors
Washington
$239K +$235K +454 New
PCFFS
3077
Pacific Center for Financial Services
California
$238K – – –
AWC
3078
Abundance Wealth Counselors
Pennsylvania
$238K +$1.55K +3 +0.7%
LCG
3079
Lynx Capital Group
Ohio
$237K -$51.8K -100 -18%
FF
3080
Fluent Financial
Texas
$237K -$12.9K -25 -5%
APG
3081
Abacus Planning Group
South Carolina
$237K +$2.07K +4 +0.9%
VFM
3082
Vision Financial Markets
Connecticut
$237K +$233K +450 New
CWA
3083
Centennial Wealth Advisory
Michigan
$236K -$3.11K -6 -1%
VCWM
3084
Vista Cima Wealth Management
Arizona
$236K +$232K +448 New
ODG
3085
O'Dell Group
Ohio
$235K -$51.8K -100 -18%
ZI
3086
ZEGA Investments
Florida
$235K +$228K +440 New
RCM
3087
RNC Capital Management
California
$235K -$23.3K -45 -9%
GGA
3088
Granite Group Advisors
Connecticut
$234K -$6.21K -12 -3%
FEG
3089
Financial Enhancement Group
Indiana
$232K -$35.2K -68 -13%
CWM
3090
Castle Wealth Management
Florida
$232K -$29.5K -57 -11%
TI
3091
Truepoint Inc
Ohio
$232K +$228K +441 New
MHWM
3092
Montz Harcus Wealth Management
Louisiana
$232K +$1.03K +2 +0.5%
OCG
3093
Opus Capital Group
Ohio
$232K – – –
PA
3094
Pineridge Advisors
Missouri
$232K +$30K +58 +15%
PA
3095
Probity Advisors
Texas
$232K +$228K +440 New
TPWA
3096
TRUE Private Wealth Advisors
Oregon
$232K +$11.4K +22 +5%
SWMG
3097
Stillwater Wealth Management Group
Florida
$230K +$226K +436 New
CWM
3098
Cabot Wealth Management
Massachusetts
$229K – – –
CHA
3099
Cooper/Haims Advisors
New York
$229K – – –
PAM
3100
PCG Asset Management
New Jersey
$229K +$225K +435 New
122 123
124
125 126