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Name Holding Trade Value Shares
Change 		Change in
Stake
PMG
3676
Private Management Group
California
$637K -$7.1K -11 -1%
KCIC
3677
Kuhn & Co Investment Counsel
Illinois
$636K +$1.29K +2 +0.2%
RFA
3678
Register Financial Advisors
Georgia
$636K -$47.1K -73 -6%
MFG
3679
Monte Financial Group
Connecticut
$633K – – –
CFFP
3680
Center for Financial Planning
Michigan
$632K +$4.52K +7 +0.6%
RFW
3681
Rainier Family Wealth
Washington
$631K +$31.6K +49 +5%
SIS
3682
Strategic Investment Solutions
Illinois
$630K -$259K -401 -27%
MHR
3683
Matthew Hamilton Rosenberg
$629K -$27.1K -42 -4%
VPW
3684
Variant Private Wealth
Virginia
$628K +$645 +1 +0.1%
ACM
3685
Advance Capital Management
Michigan
$627K +$29K +45 +4%
CCA
3686
Carrera Capital Advisors
Michigan
$625K +$69K +107 +11%
MFC
3687
Morris Financial Concepts
South Carolina
$625K -$1.94K -3 -0.3%
ACM
3688
Arlington Capital Management
Illinois
$625K -$8.39K -13 -1%
ODFS
3689
O'Donnell Financial Services
California
$624K +$43.2K +67 +7%
CF
3690
Cyr Financial
Illinois
$624K +$32.3K +50 +5%
IWP
3691
Insight Wealth Partners
Texas
$622K -$40K -62 -5%
IF
3692
IRON Financial
Illinois
$622K – – –
WCM
3693
Windsor Capital Management
Arizona
$621K +$645 +1 +0.1%
PW
3694
PUREfi Wealth
Massachusetts
$620K -$58.1K -90 -8%
HCG
3695
Haven Capital Group
California
$620K -$53.5K -83 -7%
MIM
3696
Merrion Investment Management
New Jersey
$620K -$25.8K -40 -4%
BAM
3697
Broyhill Asset Management
North Carolina
$618K -$58.1K -90 -8%
WFA
3698
WMG Financial Advisors
Tennessee
$618K +$27.7K +43 +4%
GCM
3699
Gibraltar Capital Management
Oklahoma
$618K +$187K +290 +37%
PCM
3700
Park Capital Management
Wisconsin
$617K +$66.5K +103 +11%
146 147
148
149 150