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Name Holding Trade Value Shares
Change 		Change in
Stake
FWTB
3076
First Western Trust Bank
Colorado
$850K -$1.03K -2 -0.1%
JWS
3077
Juncture Wealth Strategies
Arizona
$846K +$7.72K +15 +1%
PMSA
3078
Patrick M. Sweeney & Associates
Illinois
$845K +$55.6K +108 +8%
HFP
3079
Holistic Financial Partners
Indiana
$845K +$48.4K +94 +7%
RL
3080
Retireful LLC
Michigan
$844K +$758K +1,474 New
CPL
3081
CAP Partners LLC
Tennessee
$843K -$3.6K -7 -0.5%
RFG
3082
Range Financial Group
Oregon
$843K -$1.34M -2,610 -64%
JWM
3083
JGP Wealth Management
Oregon
$841K +$41.7K +81 +6%
BFWM
3084
Bright Futures Wealth Management
New York
$838K -$40.6K -79 -5%
GCGDR
3085
Geo Capital Gestora de Recursos
Brazil
$837K -$652K -1,267 -46%
FC
3086
Financial Council
Maryland
$837K – – –
EA
3087
Eclectic Associates
California
$836K +$34.5K +67 +5%
MSA
3088
McAlister Sweet & Associates
Texas
$835K – – –
DJYG
3089
David J. Yvars Group
Florida
$834K -$90K -175 -11%
PCWA
3090
Pacific Capital Wealth Advisors
California
$832K +$17K +33 +2%
PIA
3091
Pinion Investment Advisors
Kansas
$832K +$34K +66 +5%
ALC
3092
Alexander Labrunerie & Co
Missouri
$831K -$3.09K -6 -0.4%
PWA
3093
Peterson Wealth Advisors
Utah
$831K -$1.03K -2 -0.1%
PBF
3094
Petix & Botte Financial
California
$829K – – –
TDC
3095
Thompson Davis & Co
Virginia
$828K -$25.7K -50 -3%
ACM
3096
Avalon Capital Management
California
$827K +$37.6K +73 +5%
TSW
3097
Three Seasons Wealth
Utah
$826K -$34.5K -67 -4%
IEFM
3098
IQ EQ Fund Management
Ireland
$826K +$361K +701 +94%
WAL
3099
W Advisors LLC
Tennessee
$825K +$65.9K +128 +10%
WJA
3100
Willis Johnson & Associates
Texas
$825K +$110K +213 +17%
122 123
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