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Name Holding Trade Value Shares
Change 		Change in
Stake
RG
3601
Retirement Group
California
$314K +$46.4K +104 +19%
DCM
3602
Dimension Capital Management
Florida
$313K +$31.7K +71 +12%
HCA
3603
Heck Capital Advisors
Wisconsin
$313K +$287K +644 New
FFW
3604
Fusion Family Wealth
New York
$311K – – –
SLT
3605
St Louis Trust
Missouri
$311K +$285K +640 New
CSWM
3606
Cassady Schiller Wealth Management
Ohio
$310K +$26.3K +59 +10%
RCM
3607
Rain Capital Management
Oregon
$310K -$28.1K -63 -9%
LFP
3608
Lakeshore Financial Planning
Michigan
$310K +$14.3K +32 +5%
NMM
3609
Naples Money Management
Florida
$309K -$3.84M -8,599 -93%
DWS
3610
Dynamic Wealth Strategies
California
$309K +$14.7K +33 +5%
OCFG
3611
O'Connor Financial Group
Illinois
$308K -$2.23K -5 -0.8%
VFG
3612
Valley Financial Group
Pennsylvania
$308K -$3.57K -8 -1%
GFWA
3613
Grey Fox Wealth Advisors
Delaware
$308K +$2.68K +6 +1%
RWA
3614
Roberts Wealth Advisors
California
$308K +$274K +615 New
SCI
3615
Silver Coast Investments
United States
$307K +$1.78K +4 +0.6%
FC
3616
Financial Consulate
Maryland
$307K +$282K +632 New
SAA
3617
Southeast Asset Advisors
Georgia
$306K -$4.46K -10 -2%
DI
3618
DAGCO Inc
Ohio
$305K +$11.2K +25 +4%
SWA
3619
Strata Wealth Advisors
Texas
$305K +$281K +629 New
PIA
3620
Pinion Investment Advisors
Kansas
$304K -$14.7K -33 -5%
SF
3621
Slagle Financial
Illinois
$303K -$617K -1,384 -69%
OP
3622
ORG Partners
Indiana
$303K -$681K -1,526 -71%
SW
3623
StrongBox Wealth
Missouri
$303K -$29K -65 -9%
LFA
3624
Level Financial Advisors
New York
$303K – – –
STCOSD
3625
Sageworth Trust Company of South Dakota
South Dakota
$303K +$278K +624 New
143 144
145
146 147