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Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
4001
PCG Wealth Advisors
Kansas
$879K -$875K -3,644 -50%
RA
4002
Rise Advisors
New York
$879K -$65.5K -273 -7%
HIG
4003
Heritage Investment Group
Florida
$877K +$13K +54 +1%
RWA
4004
Rainsberger Wealth Advisors
Colorado
$877K +$47.5K +198 +6%
PS
4005
Planned Solutions
California
$876K -$12.7K -53 -1%
SOAG
4006
Silver Oak Advisory Group
Oregon
$871K -$13.2K -55 -1%
HGWM
4007
Horst & Graben Wealth Management
Oregon
$870K +$1.68K +7 +0.2%
GFP
4008
Guardian Financial Partners
California
$869K +$2.88K +12 +0.3%
HCA
4009
Heck Capital Advisors
Wisconsin
$867K +$11.3K +47 +1%
BBP
4010
Banco BTG Pactual
Brazil
$867K -$4.07M -16,944 -82%
AIM
4011
Axiom Investment Management
New York
$866K +$132K +549 +18%
GSAM
4012
Grant Street Asset Management
Pennsylvania
$865K +$4.8K +20 +0.6%
XSC
4013
X-Square Capital
Puerto Rico
$860K -$24.5K -102 -3%
PWS
4014
Peterson Wealth Services
Utah
$860K -$246K -1,025 -22%
PP
4015
PrairieView Partners
Minnesota
$859K -$101K -421 -11%
GC
4016
Giverny Capital
Quebec, Canada
$858K – – –
AI
4017
Atom Investors
Texas
$858K -$10M -41,681 -92%
GCM
4018
Gallacher Capital Management
Colorado
$856K +$857K +3,570 New
TWM
4019
Trinity Wealth Management
Pennsylvania
$856K -$63.6K -265 -7%
LFG
4020
Lockerman Financial Group
California
$854K +$18K +75 +2%
BA
4021
Bellwether Advisors
Nebraska
$853K +$202K +840 +31%
PWM
4022
Paulson Wealth Management
Illinois
$852K -$34.3K -143 -4%
WAM
4023
Winslow Asset Management
Ohio
$849K -$55K -229 -6%
RWM
4024
Raffa Wealth Management
District of Columbia
$849K +$11.5K +48 +1%
BCM
4025
Birmingham Capital Management
Alabama
$849K +$102K +427 +14%
159 160
161
162 163