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Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
3601
TCFG Wealth Management
California
$5.06M -$465K -1,071 -10%
SFWA
3602
Summit Financial Wealth Advisors
Louisiana
$5.05M +$601K +1,383 +16%
VBFP
3603
Valtinson Bruner Financial Planning
Minnesota
$5.05M +$1.86M +4,281 +73%
FSA
3604
Financial Sense Advisors
California
$5.05M -$134K -308 -3%
SWA
3605
Strata Wealth Advisors
Texas
$5.04M +$266K +612 +6%
CF
3606
Claris Financial
Virginia
$5.04M -$1.52M -3,507 -26%
S
3607
Sachetta
Massachusetts
$5.04M -$176K -406 -4%
BWM
3608
Baron Wealth Management
Michigan
$5.02M +$605K +1,392 +16%
LK
3609
Lumbard & Kellner
New Hampshire
$5.02M – – –
SIAG
3610
Safeguard Investment Advisory Group
California
$5.02M -$888K -2,044 -17%
SEP
3611
Southland Equity Partners
Missouri
$5.02M +$143K +330 +3%
OWA
3612
Opal Wealth Advisors
New York
$5M +$396K +913 +10%
CCG
3613
Catalina Capital Group
California
$4.99M -$881K -2,028 -17%
BLFG
3614
Brian Low Financial Group
Louisiana
$4.99M +$4.36M +10,031 New
TAM
3615
Telemark Asset Management
Massachusetts
$4.97M +$4.34M +10,000 New
OCM
3616
Olstein Capital Management
New York
$4.97M – – –
RF
3617
Rossby Financial
Florida
$4.97M +$181K +416 +4%
BCMLT
3618
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.97M -$41.7K -96 -1%
FA
3619
FDx Advisors
Illinois
$4.96M -$11.3K -26 -0.3%
ODIJL
3620
One Day In July LLC
Vermont
$4.96M – – –
GFG
3621
Goldstone Financial Group
Illinois
$4.95M +$314K +722 +8%
NWM
3622
Northwest Wealth Management
Iowa
$4.93M -$8.25K -19 -0.2%
SH
3623
SLT Holdings
Arizona
$4.93M +$127K +292 +3%
WDL
3624
Well Done LLC
Michigan
$4.93M +$353K +814 +9%
WSWA
3625
Warren Street Wealth Advisors
California
$4.92M +$322K +742 +8%
143 144
145
146 147