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Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
4251
Peak Financial Advisors
Colorado
$435K -$12.5K -46 -3%
BWA
4252
BlueSky Wealth Advisors
North Carolina
$434K -$19K -70 -4%
PWM
4253
Provident Wealth Management
Tennessee
$434K +$271 +1 +0.1%
RDIA
4254
RE Dickinson Investment Advisors
Iowa
$432K +$1.9K +7 +0.4%
RA
4255
Resolute Advisors
California
$429K – – –
TF
4256
Theory Financial
Colorado
$429K +$40.2K +148 +10%
PP
4257
PFS Partners
New Jersey
$428K – – –
SIMG
4258
Stephens Investment Management Group
Texas
$428K – – –
MFG
4259
Monumental Financial Group
Maryland
$428K +$428K +1,577 +1,752%
CIR
4260
Clear Investment Research
Georgia
$427K +$814 +3 +0.2%
BC
4261
Bridgefront Capital
Texas
$427K +$154K +567 +52%
PPWM
4262
PFG Private Wealth Management
Florida
$426K +$5.7K +21 +1%
SEM
4263
Strategic Equity Management
Arizona
$426K +$19.5K +72 +5%
SPW
4264
Surience Private Wealth
Washington
$424K -$116K -427 -21%
GC
4265
Gruss & Co
Florida
$416K -$16.3K -60 -4%
TSS
4266
Thomas Story & Son
Indiana
$415K – – –
ASFA
4267
All Season Financial Advisors
Colorado
$412K +$16K +59 +4%
LI
4268
LVZ Inc
Michigan
$411K – – –
DMKJ
4269
David M. Knott Jr
$411K +$54.3K +200 +14%
BA
4270
Bivin & Associates
Oklahoma
$408K -$41.3K -152 -9%
SAS
4271
Sanford Advisory Services
Michigan
$408K +$82.8K +305 +24%
HFA
4272
Highland Financial Advisors
New Jersey
$408K +$432K +1,590 New
TAM
4273
Tucker Asset Management
Colorado
$407K +$179K +660 +71%
VFPW
4274
Vantage Financial Partners (Wisconsin)
Wisconsin
$407K +$7.87K +29 +2%
AC
4275
AWM Capital
Arizona
$402K -$91.2K -336 -18%
169 170
171
172 173