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Name Holding Trade Value Shares
Change 		Change in
Stake
CSI
3526
Cross Staff Investments
New York
$3.66M +$313K +878 +10%
UWS
3527
Unique Wealth Strategies
Illinois
$3.64M +$3.45M +9,683 New
FAM
3528
Flaharty Asset Management
Florida
$3.64M +$95K +267 +3%
KIA
3529
KLR Investment Advisors
Rhode Island
$3.64M +$111K +312 +3%
RC
3530
RBO & Co
California
$3.64M – – –
RCG
3531
Resource Consulting Group
Florida
$3.64M -$591K -1,661 -15%
IF
3532
Integrity Financial
Wyoming
$3.63M -$5.34K -15 -0.2%
HIG
3533
Herr Investment Group
Texas
$3.63M +$110K +310 +3%
BWG
3534
Boomfish Wealth Group
Georgia
$3.63M +$3.44M +9,658 New
LFS
3535
Leibman Financial Services
Nebraska
$3.63M +$3.44M +9,655 New
AIFAIM
3536
American Institute for Advanced Investment Management
Arizona
$3.63M -$112K -316 -3%
LW
3537
Libra Wealth
California
$3.62M -$49.1K -138 -1%
PTCG
3538
Pring Turner Capital Group
California
$3.62M -$121K -339 -3%
MA
3539
MBA Advisors
Pennsylvania
$3.61M +$87.6K +246 +3%
GA
3540
Goldstein Advisors
Wisconsin
$3.61M +$148K +415 +5%
MFG
3541
Menard Financial Group
Texas
$3.61M +$320K +900 +10%
CWA
3542
Clarity Wealth Advisors
California
$3.6M +$52.7K +148 +2%
RPGK
3543
Retirement Planning Group (Kansas)
Kansas
$3.6M +$91.8K +258 +3%
IWN
3544
Independent Wealth Network
Iowa
$3.6M +$407K +1,144 +14%
FCM
3545
Fairbanks Capital Management
California
$3.6M +$124K +349 +4%
AWAP
3546
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$3.6M -$138K -387 -4%
CFO
3547
Capitol Family Office
Oregon
$3.6M -$436K -1,226 -11%
I
3548
IMPACTfolio
Colorado
$3.59M +$586K +1,645 +21%
AWA
3549
Alta Wealth Advisors
Massachusetts
$3.58M +$56.2K +158 +2%
GA
3550
GoalVest Advisory
New York
$3.58M -$46.3K -130 -1%
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142
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