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Name Holding Trade Value Shares
Change 		Change in
Stake
FWA
3726
Flagship Wealth Advisors
Massachusetts
$788K +$145K +226 +27%
RFA
3727
Register Financial Advisors
Georgia
$787K +$51.9K +81 +6%
AA
3728
ACT Advisors
North Carolina
$785K +$102K +159 +13%
WH
3729
Willner & Heller
California
$784K +$48.1K +75 +6%
TCMP
3730
Thrive Capital Management (Pennsylvania)
Pennsylvania
$784K +$41K +64 +5%
PCMF
3731
Private Capital Management (Florida)
Florida
$783K – – –
KFP
3732
Kerr Financial Planning
California
$783K +$185K +288 +33%
KSB
3733
Kennebec Savings Bank
Maine
$783K -$41.7K -65 -5%
ZCP
3734
Z3 Capital Partners
Virginia
$782K +$301K +470 +52%
OWM
3735
Omnitrust Wealth Management
Florida
$781K -$219K -342 -20%
T
3736
TrustBank
Illinois
$781K – – –
LOPW
3737
Live Oak Private Wealth
North Carolina
$780K +$146K +228 +20%
SWA
3738
Serenus Wealth Advisors
California
$780K -$6.41K -10 -0.7%
CA
3739
CWC Advisors
Oregon
$779K +$29.5K +46 +3%
NI
3740
NCP Inc
California
$779K -$4.57M -7,125 -84%
TSMHT
3741
Thurston Springer Miller Herd & Titak
Indiana
$779K -$93.6K -146 -10%
LAMC
3742
Longview Asset Management (California)
California
$778K -$64.1K -100 -7%
CWR
3743
Chico Wealth RIA
California
$777K +$56.4K +88 +7%
PFT
3744
Providence First Trust
Arizona
$776K -$447K -697 -34%
SI
3745
Severin Investments
Missouri
$776K -$216K -337 -20%
LAM
3746
Lakewood Asset Management
Illinois
$776K – – –
WCM
3747
Winthrop Capital Management
Indiana
$775K +$106K +166 +14%
RCA
3748
Ranch Capital Advisors
Florida
$775K -$66K -103 -7%
BWAM
3749
Boyd Watterson Asset Management
Ohio
$774K +$14.1K +22 +2%
WLPWM
3750
Walled Lake Planning & Wealth Management
Illinois
$774K -$62.2K -97 -7%
148 149
150
151 152