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Name Holding Trade Value Shares
Change 		Change in
Stake
PIWA
4751
Prevail Innovative Wealth Advisors
Kansas
$844K -$3.31M -8,174 -80%
MI
4752
Motiv8 Investments
Florida
$838K +$140K +345 +21%
MFGP
4753
Marshall Financial Group (Pennsylvania)
Pennsylvania
$838K +$91.1K +225 +13%
SMF
4754
Sterling Manor Financial
New York
$837K +$61.5K +152 +8%
EC
4755
Eaton-Cambridge
Arizona
$837K -$9.72K -24 -1%
OGF
4756
Orin Green Financial
California
$835K -$834K -2,059 Closed
DFG
4757
Demars Financial Group
Washington
$834K -$52.2K -129 -6%
ASFA
4758
All Season Financial Advisors
Colorado
$831K +$13.8K +34 +2%
BMMM
4759
Boston Mountain Money Management
Arkansas
$827K +$796K +1,967 New
TB
4760
Treynor Bancshares
Iowa
$827K – – –
DFG
4761
Dupree Financial Group
Kentucky
$824K +$34K +84 +4%
SAM
4762
Sequent Asset Management
Texas
$824K -$97.6K -241 -11%
PWM
4763
Provident Wealth Management
Tennessee
$823K +$44.9K +111 +6%
PCMM
4764
Piedmont Capital Management (Montana)
Montana
$822K -$14.2K -35 -2%
MFF
4765
Mango Five Family
Nevada
$820K -$12.1K -30 -2%
DLHL
4766
Donald L. Hagan LLC
Florida
$818K +$17.4K +43 +2%
AFP
4767
Alpha Financial Partners
Kentucky
$818K +$12.5K +31 +2%
AWM
4768
Activest Wealth Management
Florida
$817K +$80.2K +198 +11%
DVF
4769
Discovery Value Fund
Singapore
$816K – – –
PWS
4770
Private Wealth Strategies
Ohio
$809K +$8.1K +20 +1%
RPSA
4771
Richard P. Slaughter Associates
Texas
$809K -$210K -519 -21%
AWM
4772
Arista Wealth Management
Nevada
$806K -$741K -1,831 -49%
CWR
4773
Chico Wealth RIA
California
$805K +$187K +461 +32%
MWM
4774
Magnolia Wealth Management
Alabama
$805K +$340K +841 +79%
MWM
4775
Melfa Wealth Management
Massachusetts
$803K +$773K +1,909 New
189 190
191
192 193