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Name Holding Trade Value Shares
Change 		Change in
Stake
AWMG
3201
Alliance Wealth Management Group
New Jersey
$849K +$10.7K +51 +1%
AAP
3202
Arax Advisory Partners
Colorado
$845K -$526K -2,504 -38%
MWP
3203
Meridian Wealth Partners
Pennsylvania
$842K +$32.3K +154 +4%
CC
3204
Criteria Caixa
Spain
$841K – – –
WCM
3205
Windham Capital Management
Massachusetts
$841K – – –
RTS
3206
Round Table Services
New Jersey
$828K +$29.6K +141 +4%
FA
3207
Fortis Advisors
Pennsylvania
$827K -$200K -950 -19%
TCB
3208
Texas Capital Bancshares
Texas
$825K +$210 +1 +0%
SFM
3209
Systematic Financial Management
New Jersey
$824K – – –
VBFP
3210
Valtinson Bruner Financial Planning
Minnesota
$818K -$96K -457 -10%
WAM
3211
Winslow Asset Management
Ohio
$815K – – –
SPI
3212
Santori & Peters Inc
Pennsylvania
$814K -$41.6K -198 -5%
CBOR
3213
Community Bank of Raymore
Missouri
$813K -$41K -195 -5%
NQWM
3214
Northwest Quadrant Wealth Management
Oregon
$807K +$43.1K +205 +6%
MAWCM
3215
Mine & Arao Wealth Creation & Management
California
$806K +$4.62K +22 +0.6%
GCM
3216
Gladius Capital Management
Illinois
$804K +$803K +3,822 New
TAIM
3217
TD Ameritrade Investment Management
Nebraska
$795K +$61.8K +294 +8%
PSF
3218
Pacific Sun Financial
California
$792K +$23.7K +113 +3%
SWAG
3219
Spectrum Wealth Advisory Group
California
$789K +$438K +2,087 +126%
P
3220
&Partners
Tennessee
$783K +$167K +797 +27%
SAM
3221
Sequent Asset Management
Texas
$782K -$21K -100 -3%
PFM
3222
Probabilities Fund Management
New York
$782K – – –
LP
3223
LGL Partners
Pennsylvania
$782K +$1.89K +9 +0.2%
TF
3224
TLWM Financial
Texas
$781K +$32.1K +153 +4%
IFO
3225
Independent Family Office
New York
$771K – – –
127 128
129
130 131