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Name Holding Trade Value Shares
Change 		Change in
Stake
PF
4851
Penney Financial
Texas
$669K – – –
TWM
4852
TSA Wealth Management
Texas
$665K -$17K -42 -3%
CWM
4853
Capital Wealth Management
Rhode Island
$663K -$6.48K -16 -1%
DWS
4854
Dynamic Wealth Strategies
California
$663K +$9.72K +24 +2%
CC
4855
Capstone Capital
Nevada
$663K – – –
MC
4856
Merlin Capital
Rhode Island
$655K – – –
CWAF
4857
Core Wealth Advisors (Florida)
Florida
$654K +$55.9K +138 +10%
AWM
4858
AAF Wealth Management
Massachusetts
$653K -$306K -756 -33%
CT
4859
ClearAlpha Technologies
Connecticut
$652K +$627K +1,550 New
BA
4860
BCM Advisors
Louisiana
$648K +$409K +1,010 +176%
RJTCONH
4861
Raymond James Trust Company of New Hampshire
New Hampshire
$648K +$77.7K +192 +14%
SCA
4862
Sippican Capital Advisors
Massachusetts
$647K -$328K -809 -34%
ATC
4863
Advantage Trust Company
Kansas
$643K – – –
NI
4864
NFC Investments
Tennessee
$642K – – –
ATI
4865
ARK & TLK Investments
Oklahoma
$640K -$228K -563 -27%
SSC
4866
Syverson Strege & Co
Iowa
$637K +$613K +1,514 New
GFWA
4867
Grey Fox Wealth Advisors
Delaware
$637K +$62.7K +155 +11%
NECFA
4868
New England Capital Financial Advisors
Connecticut
$636K -$10.9K -27 -2%
KA
4869
Kure Advisory
Minnesota
$634K -$1.52M -3,765 -71%
AFWM
4870
Abich Financial Wealth Management
Virginia
$630K -$79.3K -196 -12%
TSS
4871
Thomas Story & Son
Indiana
$629K – – –
VFG
4872
V2 Financial group
Illinois
$628K -$8.1K -20 -1%
PFG
4873
Peterson Financial Group
Iowa
$627K -$6.48K -16 -1%
SBF
4874
Sara-Bay Financial
Florida
$626K -$89.1K -220 -13%
VWA
4875
Valued Wealth Advisors
Utah
$624K +$186K +460 +45%
193 194
195
196 197