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Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
4326
Centennial Wealth Advisory
Michigan
$349K +$369K +1,360 New
PIFP
4327
Partners in Financial Planning
Virginia
$348K – – –
HPA
4328
High Probability Advisors
New York
$346K -$227K -835 -38%
TLFA
4329
True Link Financial Advisors
California
$346K – – –
SA
4330
Sicart Associates
New York
$345K – – –
MWM
4331
MorganRosel Wealth Management
Colorado
$341K +$81.4K +300 +29%
PFG
4332
Piershale Financial Group
Illinois
$339K – – –
KTA
4333
Keeley-Teton Advisors
Illinois
$338K – – –
OCM
4334
Octahedron Capital Management
California
$334K +$353K +1,300 New
AFA
4335
Atlas Financial Advisors
California
$333K +$8.14K +30 +2%
CBC
4336
Coombe, Bender & Co
New York
$333K +$352K +1,296 New
JWS
4337
Juncture Wealth Strategies
Arizona
$331K +$110K +406 +46%
GWMI
4338
Guardian Wealth Management (Illinois)
Illinois
$330K +$271 +1 +0.1%
IWP
4339
IAG Wealth Partners
Wisconsin
$328K -$2.44K -9 -0.7%
SAM
4340
Simplify Asset Management
Nevada
$327K -$349K -1,286 -50%
ACM
4341
Alethea Capital Management
Washington
$327K -$109K -400 -24%
RK
4342
Rather & Kittrell
Tennessee
$326K -$92.8K -342 -21%
NEGWA
4343
New England Guild Wealth Advisors
Connecticut
$326K -$20.1K -74 -6%
SFPG
4344
Stonebridge Financial Planning Group
Florida
$325K -$21.7K -80 -6%
DWM
4345
Denver Wealth Management
Colorado
$325K +$344K +1,266 New
KCMH
4346
Keywise Capital Management (HK)
Hong Kong
$324K +$342K +1,260 New
CCG
4347
Capital CS Group
California
$322K -$613K -2,258 -64%
ECG
4348
Edge Capital Group
Georgia
$321K -$20.1M -74,158 -96%
AFG
4349
Arkansas Financial Group
Arkansas
$318K -$112K -412 -25%
T
4350
TrueFG
Texas
$315K – – –
172 173
174
175 176