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Name Holding Trade Value Shares
Change 		Change in
Stake
PGF
5251
Plan Group Financial
Oklahoma
$989K -$226K -558 -17%
BSG
5252
Black Swift Group
Colorado
$989K +$1.07M +2,650 New
PWM
5253
PTM Wealth Management
United States
$988K +$383K +947 +58%
TLFA
5254
True Link Financial Advisors
California
$986K -$23.9K -59 -2%
TWA
5255
Trellis Wealth Advisors
California
$986K +$405 +1 +0%
MLRA
5256
Main Line Retirement Advisors
Montana
$985K +$809 +2 +0.1%
CB
5257
Chris Bulman
California
$985K +$32.8K +81 +3%
DWM
5258
Dopkins Wealth Management
New York
$985K -$171K -422 -14%
BAM
5259
Belleair Asset Management
Florida
$982K +$12.9K +32 +1%
MWM
5260
Melfa Wealth Management
Massachusetts
$982K -$2.02K -5 -0.2%
G
5261
GuidedMoney
Wisconsin
$982K – – –
WC
5262
Wexford Capital
Florida
$981K +$678K +1,676 +176%
SP
5263
SWS Partners
Ohio
$981K +$2.02K +5 +0.2%
PIFP
5264
Partners in Financial Planning
Virginia
$978K – – –
UCMOK
5265
United Capital Management of KS
Kansas
$976K +$9.71K +24 +0.9%
FFG
5266
Fortress Financial Group
Minnesota
$976K -$230K -569 -18%
BWA
5267
Boulder Wealth Advisors
Colorado
$973K +$22.7K +56 +2%
ST
5268
Sageworth Trust
Pennsylvania
$972K -$2.97M -7,333 -74%
CAG
5269
Compass Advisory Group
New York
$971K +$330K +816 +46%
GCM
5270
Glaxis Capital Management
Florida
$970K – – –
TC
5271
T3 Companies
New York
$969K -$921K -2,277 -47%
CWR
5272
Chico Wealth RIA
California
$967K +$227K +562 +28%
DTL
5273
Dynamic Technology Lab
Singapore
$966K +$416K +1,028 +66%
GCM
5274
Gallacher Capital Management
Colorado
$962K -$170K -420 -14%
AI
5275
Axecap Investments
Ohio
$957K +$15K +37 +1%
209 210
211
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