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Name Holding Trade Value Shares
Change 		Change in
Stake
PS
4051
Portfolio Strategies
New York
$999K +$25.8K +101 +3%
BA
4052
Bellwether Advisors
Nebraska
$997K -$24.5K -96 -3%
PWM
4053
Peterson Wealth Management
Nevada
$996K +$14.8K +58 +2%
TFA
4054
Trinity Financial Advisors
Ohio
$996K -$198K -775 -18%
BBA
4055
Braun-Bostich & Associates
Pennsylvania
$996K +$48K +188 +6%
BWA
4056
Beam Wealth Advisors
Louisiana
$995K -$81.1K -318 -8%
AFO
4057
Arrowroot Family Office
California
$993K +$879K +3,446 New
FGG
4058
Financial Guidance Group
Florida
$991K – – –
BCM
4059
Birmingham Capital Management
Alabama
$991K -$26K -102 -3%
RWM
4060
Reston Wealth Management
Virginia
$988K -$25.5K -100 -3%
TW
4061
Towerpoint Wealth
California
$988K +$73.2K +287 +9%
AA
4062
ACT Advisors
North Carolina
$987K -$2.04K -8 -0.2%
LWMNY
4063
Landmark Wealth Management (New York)
New York
$987K +$635K +2,490 +266%
AFS
4064
Annapolis Financial Services
Maryland
$985K +$6.63K +26 +0.8%
KA
4065
Kooman & Associates
Pennsylvania
$984K +$13K +51 +2%
PI
4066
Parkside Investments
Illinois
$982K +$23.7K +93 +3%
BWM
4067
Blossom Wealth Management
California
$977K +$26.5K +104 +3%
FS
4068
Ferguson Shapiro
Georgia
$976K +$1.02K +4 +0.1%
YWS
4069
Yarger Wealth Strategies
Ohio
$975K +$2.3K +9 +0.3%
DC
4070
Defender Capital
North Carolina
$974K +$361K +1,414 +72%
CM
4071
CastleKnight Management
New York
$973K -$765K -3,000 -47%
AFP
4072
Alpha Financial Partners
Kentucky
$971K -$13.5K -53 -2%
TWD
4073
True Wealth Design
Ohio
$970K +$37.2K +146 +5%
TWA
4074
TPB Wealth Advisors
Texas
$966K -$583K -2,284 -41%
BAMG
4075
Brand Asset Management Group
Missouri
$964K -$337K -1,321 -28%
161 162
163
164 165