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Name Holding Trade Value Shares
Change 		Change in
Stake
ABLA
3426
Alan B. Lancz & Associates
Ohio
$836K +$145K +225 +18%
PBF
3427
Petix & Botte Financial
California
$835K – – –
GWA
3428
Geometric Wealth Advisors
District of Columbia
$833K +$21.3K +33 +2%
PFG
3429
Prospect Financial Group
Virginia
$833K +$87.1K +135 +10%
GWP
3430
Gen-Wealth Partners
Michigan
$833K -$645 -1 -0.1%
REMPR
3431
Roof Eidam Maycock Peralta (REMP)
California
$832K +$197K +306 +27%
RL
3432
Retireful LLC
Michigan
$831K +$929K +1,440 New
SM
3433
Sweeney & Michel
California
$830K +$1.05M +1,626 New
CCA
3434
Clearwater Capital Advisors
Illinois
$829K -$34.8K -54 -4%
SF
3435
SWP Financial
California
$828K – – –
AIM
3436
Aspen Investment Management
Michigan
$828K -$56.1K -87 -6%
TDC
3437
Thompson Davis & Co
Virginia
$828K – – –
NWA
3438
Navis Wealth Advisors
New York
$828K +$926K +1,436 New
4WM
3439
49 Wealth Management
Texas
$825K +$315K +488 +52%
NB
3440
Northwest Bancshares
Pennsylvania
$825K -$13.5K -21 -1%
SFS
3441
Strategic Financial Services
New York
$823K -$3.87K -6 -0.4%
SIC
3442
SJS Investment Consulting
Ohio
$823K +$70.3K +109 +8%
CFS
3443
Coordinated Financial Services
Colorado
$822K -$44.5K -69 -5%
AZ
3444
Alpha Zero
Florida
$822K -$18.7K -29 -2%
EWS
3445
Evergreen Wealth Solutions
Pennsylvania
$821K -$195K -302 -17%
NP
3446
Ninepoint Partners
Ontario, Canada
$821K -$114K -176 -11%
AWM
3447
Atticus Wealth Management
Florida
$821K +$34.8K +54 +4%
KSB
3448
Kennebec Savings Bank
Maine
$820K -$33.5K -52 -4%
PAM
3449
PCG Asset Management
New Jersey
$818K -$38.1K -59 -4%
BWP
3450
Bernardo Wealth Planning
Pennsylvania
$818K -$12.3K -19 -1%
136 137
138
139 140