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Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
5501
Payne Capital Management
New York
$530K +$535K +1,257 New
HFA
5502
Highland Financial Advisors
New Jersey
$528K +$202K +474 +61%
JSA
5503
Jim Saulnier & Associates
Colorado
$528K +$852 +2 +0.2%
KFG
5504
Kingdom Financial Group
Arizona
$522K -$1.7K -4 -0.3%
LWMNY
5505
Landmark Wealth Management (New York)
New York
$521K +$426 +1 +0.1%
GWMI
5506
Guardian Wealth Management (Illinois)
Illinois
$519K – – –
MAM
5507
McCarthy Asset Management
California
$519K -$4.68K -11 -0.9%
MFG
5508
MTM Financial Group
Pennsylvania
$517K +$6.82K +16 +1%
FOFP
5509
Fee-Only Financial Planning
South Carolina
$517K – – –
BFP
5510
Beacon Financial Planning
Massachusetts
$514K +$852 +2 +0.2%
IWM
5511
IMG Wealth Management
Florida
$512K +$517K +1,214 New
PGF
5512
Plan Group Financial
Oklahoma
$511K +$16.6K +39 +3%
KAM
5513
Kraft Asset Management
Tennessee
$511K -$20.4K -48 -4%
OFP
5514
OLIO Financial Planning
Virginia
$510K +$24.7K +58 +5%
TCTWM
5515
Three Cord True Wealth Management
Pennsylvania
$510K +$515K +1,209 New
AFTS
5516
American Financial & Tax Strategies
New York
$509K +$29K +68 +6%
T
5517
TrueFG
Texas
$508K -$49.4K -116 -9%
LL
5518
LPWM LLC
Minnesota
$507K – – –
WTG
5519
West Tower Group
Virginia
$506K +$511K +1,200 New
HC
5520
Hoese & Co
Minnesota
$504K -$127K -297 -20%
GWAM
5521
Guardian Wealth Advisors (Minnesota)
Minnesota
$504K -$28.5K -67 -5%
SG
5522
Strid Group
Pennsylvania
$503K – – –
AIM
5523
Aigen Investment Management
New York
$502K -$1.42M -3,333 -74%
SHF
5524
Safe Harbor Fiduciary
Florida
$500K +$31.5K +74 +7%
FCT
5525
Family Capital Trust
Massachusetts
$499K -$42.6K -100 -8%
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