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Name Holding Trade Value Shares
Change 		Change in
Stake
POIA
4151
Pin Oak Investment Advisors
Texas
$334K – – –
GFP
4152
Guardian Financial Partners
California
$334K +$335K +570 New
6F
4153
626 Financial
Michigan
$334K – – –
FL
4154
FreeGulliver LLC
Louisiana
$334K -$189K -322 -36%
BWM
4155
Biltmore Wealth Management
Arizona
$334K +$9.39K +16 +3%
SA
4156
SRH Advisors
Kansas
$333K – – –
BFWM
4157
Bright Futures Wealth Management
New York
$333K -$542K -923 -65%
AFS
4158
Access Financial Services
Minnesota
$333K – – –
MWA
4159
Medallion Wealth Advisors
Connecticut
$332K +$335K +570 New
CWMA
4160
Capstone Wealth Management (Alabama)
Alabama
$331K +$332K +566 New
CWM
4161
Chronos Wealth Management
Florida
$331K – – –
GWSA
4162
Global Wealth Strategies & Associates
Colorado
$330K +$22.9K +39 +7%
VAG
4163
VisionPoint Advisory Group
Texas
$330K -$167K -285 -34%
SP
4164
Sequent Planning
Nebraska
$329K +$12.3K +21 +4%
WF
4165
WinCap Financial
Massachusetts
$328K +$329K +560 New
SCI
4166
Silver Coast Investments
United States
$327K -$9.39K -16 -3%
CICC
4167
Capital Investment Counsel (Colorado)
Colorado
$327K – – –
PWH
4168
Priebe Wealth Holdings
Minnesota
$327K +$55.2K +94 +20%
MAM
4169
MMA Asset Management
Pennsylvania
$326K +$327K +557 New
OFG
4170
Opulen Financial Group
Virginia
$325K +$326K +555 New
CWMGP
4171
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$325K +$326K +555 New
LAS
4172
Lloyd Advisory Services
Georgia
$324K -$5.28K -9 -2%
HFS
4173
Heritage Financial Services
Massachusetts
$324K -$59.9K -102 -16%
QL
4174
Quarry LP
New York
$324K +$200K +340 +160%
PGAM
4175
Princeton Global Asset Management
New Jersey
$323K +$8.8K +15 +3%
165 166
167
168 169