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Name Holding Trade Value Shares
Change 		Change in
Stake
EFN
5201
Equita Financial Network
Pennsylvania
$1.4M +$23.1K +46 +2%
PCM
5202
Peirce Capital Management
Texas
$1.4M +$1.45M +2,885 New
PD
5203
Planning Directions
Pennsylvania
$1.4M -$23.6K -47 -2%
FWWM
5204
Fiscal Wisdom Wealth Management
Connecticut
$1.39M -$27.6K -55 -2%
O3W
5205
Omni 360 Wealth
New Jersey
$1.39M -$49.1K -98 -3%
CIG
5206
Cairn Investment Group
Washington
$1.39M -$25.1K -50 -2%
IWB
5207
Innovative Wealth Building
Maryland
$1.39M +$53.1K +106 +4%
FPW
5208
Flywheel Private Wealth
California
$1.39M -$50.1K -100 -3%
OC
5209
Optima Capital
Oregon
$1.38M -$21K -42 -1%
CF
5210
Cyr Financial
Illinois
$1.38M +$51.1K +102 +4%
GHA
5211
Good Harbor Advisors
Massachusetts
$1.38M +$1.43M +2,860 New
AWM
5212
Able Wealth Management
New Jersey
$1.38M +$24.6K +49 +2%
RPGNY
5213
Retirement Planning Group (New York)
New York
$1.38M -$76.7K -153 -5%
OPOWM
5214
One Plus One Wealth Management
Florida
$1.38M -$99.7K -199 -7%
BMC
5215
Bear Mountain Capital
Washington
$1.38M -$68.2K -136 -4%
DC
5216
Defender Capital
North Carolina
$1.38M +$1.43M +2,850 New
PWM
5217
Platform Wealth Management
Utah
$1.37M +$1.42M +2,842 New
OFS
5218
Opus Financial Solutions
Illinois
$1.37M +$1.42M +2,839 New
AAMC
5219
Asset Allocation & Management Company
Illinois
$1.37M – – –
ACM
5220
Arlington Capital Management
Illinois
$1.37M -$40.1K -80 -3%
CCA
5221
Conservest Capital Advisors
Pennsylvania
$1.37M +$86.2K +172 +6%
BA
5222
Brightwater Advisory
Florida
$1.37M -$4.01K -8 -0.3%
WFA
5223
West Financial Advisors
Iowa
$1.37M -$368K -735 -21%
WAN
5224
Wealth Advisors Northwest
Oregon
$1.37M -$141K -281 -9%
BA
5225
Ballew Advisors
Mississippi
$1.36M +$10K +20 +0.7%
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209
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