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Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
4326
Pettinga Financial Advisors
Indiana
$492K +$61.4K +92 +14%
PK
4327
Pflug Koory
Nebraska
$492K +$50.1K +75 +11%
IWP
4328
Innova Wealth Partners
Pennsylvania
$492K +$148K +222 +42%
LAA
4329
Liberty Atlantic Advisors
Texas
$492K +$497K +745 New
LRWM
4330
Lord & Richards Wealth Management
Colorado
$491K +$50.1K +75 +11%
CPCP
4331
Cedar Point Capital Partners
Iowa
$490K -$6.68K -10 -1%
LFGO
4332
Legacy Financial Group (Oklahoma)
Oklahoma
$490K -$96.8K -145 -16%
TCG
4333
Transcendent Capital Group
Oklahoma
$490K -$508K -761 -51%
KPWG
4334
KFA Private Wealth Group
Virginia
$490K -$50.1K -75 -9%
SIC
4335
Sage Investment Counsel
Tennessee
$490K -$2.67K -4 -0.5%
SFS
4336
Summit Financial Strategies
Ohio
$489K +$96.8K +145 +24%
FGWP
4337
Founders Grove Wealth Partners
Virginia
$489K -$158K -236 -24%
TIM
4338
Total Investment Management
Arizona
$489K – – –
SNBOSD
4339
Security National Bank of So Dak
Iowa
$488K – – –
WG
4340
Warner Group
Connecticut
$488K +$152K +228 +45%
WP
4341
WealthSpring Partners
California
$487K +$493K +738 New
PPWM
4342
PFG Private Wealth Management
Florida
$487K -$144K -216 -23%
GWSA
4343
Global Wealth Strategies & Associates
Colorado
$487K +$11.4K +17 +2%
CTFG
4344
Capstone Triton Financial Group
Oklahoma
$486K +$33.4K +50 +7%
HBWM
4345
Hollow Brook Wealth Management
New York
$485K -$209K -313 -30%
RWM
4346
Refined Wealth Management
Utah
$485K +$245K +367 +100%
WWM
4347
WJ Wealth Management
Arizona
$485K -$20.7K -31 -4%
SWMG
4348
Sard Wealth Management Group
Georgia
$484K +$5.34K +8 +1%
FF
4349
Foronjy Financial
California
$482K +$47.4K +71 +11%
SIP
4350
Snowwater Investment Partners
Connecticut
$481K +$487K +729 New
172 173
174
175 176