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Name Holding Trade Value Shares
Change 		Change in
Stake
CFIM
4226
Client First Investment Management
Wisconsin
$1.85M – – –
O3W
4227
Omni 360 Wealth
New Jersey
$1.84M +$43.7K +108 +3%
AWM
4228
Allen Wealth Management
North Carolina
$1.84M -$199K -491 -10%
CFS
4229
Coordinated Financial Services
Colorado
$1.84M +$1.77M +4,372 New
BIA
4230
Bell Investment Advisors
California
$1.84M +$33.2K +82 +2%
VIM
4231
Vista Investment Management
Pennsylvania
$1.84M -$4.86K -12 -0.3%
MAWCM
4232
Mine & Arao Wealth Creation & Management
California
$1.84M +$1.21K +3 +0.1%
SCM
4233
Saxony Capital Management
Missouri
$1.83M +$119K +293 +7%
TC
4234
Tacita Capital
Ontario, Canada
$1.83M -$13K -32 -0.7%
PPWM
4235
PFG Private Wealth Management
Florida
$1.83M +$23.9K +59 +1%
RA
4236
Riverstone Advisors
Texas
$1.83M +$145K +358 +9%
BA
4237
Bridge Advisory
California
$1.82M -$50.6K -125 -3%
CAG
4238
Curtis Advisory Group
California
$1.82M +$16.2K +40 +0.9%
BCG
4239
BayBridge Capital Group
California
$1.82M +$14.2K +35 +0.8%
PFM
4240
Phillips Financial Management
Indiana
$1.82M +$84.2K +208 +5%
LFA
4241
LGT Financial Advisors
Texas
$1.82M -$128K -317 -7%
PCFFS
4242
Pacific Center for Financial Services
California
$1.81M +$56.3K +139 +3%
KA
4243
Kearns & Associates
California
$1.81M – – –
PSF
4244
Pacific Sun Financial
California
$1.81M +$779K +1,924 +81%
CAM
4245
Crestone Asset Management
Colorado
$1.81M -$216K -534 -11%
DA
4246
Doliver Advisors
Texas
$1.81M +$2.43K +6 +0.1%
RTL
4247
Red Tortoise LLC
Georgia
$1.8M +$43.7K +108 +3%
BSHC
4248
Breed's Hill Capital
Massachusetts
$1.8M -$112K -276 -6%
MAG
4249
Mayfair Advisory Group
Alabama
$1.8M +$168K +415 +11%
SWMG
4250
Sard Wealth Management Group
Georgia
$1.8M +$571K +1,411 +49%
168 169
170
171 172