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Name Holding Trade Value Shares
Change 		Change in
Stake
OA
3251
Operose Advisors
Wisconsin
$224K -$69.8K -140 -24%
PBF
3252
Petix & Botte Financial
California
$224K +$109K +218 +100%
KFSC
3253
Keystone Financial Services (Colorado)
Colorado
$223K +$11K +22 +5%
NLA
3254
Northern Lights Advisors
Washington
$223K +$216K +434 New
WIM
3255
Westside Investment Management
California
$223K – – –
RA
3256
Riverstone Advisors
Texas
$223K +$216K +434 New
PNFS
3257
PW Nova Financial Services
Pennsylvania
$222K – – –
AWP
3258
Avid Wealth Partners
Texas
$222K -$9.47K -19 -4%
VPW
3259
Vaquero Private Wealth
Texas
$222K +$215K +432 New
WA
3260
Waystone Advisors
Washington
$222K -$70.3K -141 -25%
FSA
3261
Financial Security Advisor
Virginia
$222K +$499 +1 +0.2%
WEG
3262
World Equity Group
Illinois
$221K +$214K +430 New
LFASL
3263
Lugano Financial Advisors SA (LFA)
Switzerland
$221K +$5.98K +12 +3%
AWM
3264
Alterna Wealth Management
Texas
$221K +$214K +430 New
ACM
3265
Avalon Capital Management
California
$220K – – –
SHIM
3266
Stone House Investment Management
Pennsylvania
$220K +$101K +202 +89%
CIA
3267
Cladis Investment Advisory
Montana
$220K +$499 +1 +0.2%
EIG
3268
Ellenbecker Investment Group
Wisconsin
$220K +$10.5K +21 +5%
TCM
3269
Teza Capital Management
Illinois
$219K +$213K +427 New
RPGNY
3270
Retirement Planning Group (New York)
New York
$219K +$213K +427 New
SWM
3271
Steelhead Wealth Management
Virginia
$219K +$213K +427 New
LAS
3272
LWM Advisory Services
Florida
$219K -$58.3K -117 -22%
ELM
3273
Elite Life Management
Florida
$218K -$12.5K -25 -6%
FF
3274
Fluent Financial
Texas
$218K – – –
I
3275
IMPACTfolio
Colorado
$218K -$2.49K -5 -1%
129 130
131
132 133