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Name Holding Trade Value Shares
Change 		Change in
Stake
JWBC
5951
John W. Brooker & Co
California
$477K -$88.2K -176 -15%
AI
5952
AdvisorShares Investments
Maryland
$476K +$17K +34 +4%
M
5953
MYeCFO
California
$474K +$35.1K +70 +8%
DAM
5954
Directional Asset Management
Illinois
$474K +$491K +979 New
MFG
5955
Mendota Financial Group
Wisconsin
$473K -$55.1K -110 -10%
5SA
5956
5th Street Advisors
Connecticut
$472K +$489K +976 New
AFTS
5957
American Financial & Tax Strategies
New York
$470K -$5.01K -10 -1%
FWS
5958
FinDec Wealth Services
California
$469K -$7.52K -15 -2%
NHFG
5959
New Harbor Financial Group
Massachusetts
$469K +$8.52K +17 +2%
SJGA
5960
Stephen J. Garry & Associates
New York
$467K – – –
CCM
5961
Causeway Capital Management
California
$467K +$12.5K +25 +3%
SPIA
5962
Strategic Point Investment Advisors
Rhode Island
$465K – – –
RPA
5963
Redwood Park Advisors
California
$464K -$18K -36 -4%
WLG
5964
Williamson Legacy Group
Indiana
$463K -$9.52K -19 -2%
PFO
5965
Pioneer Family Office
Florida
$462K +$479K +956 New
LIA
5966
Luken Investment Analytics
Tennessee
$461K +$173K +346 +57%
TCFP
5967
Treasure Coast Financial Planning
Florida
$461K – – –
SPW
5968
Surience Private Wealth
Washington
$460K +$125K +250 +36%
PWM
5969
Pacific Wealth Management
California
$460K +$501 +1 +0.1%
WWP
5970
Wise Wealth Partners
Arizona
$456K +$40.1K +80 +9%
SFSG
5971
Sound Financial Strategies Group
Mississippi
$455K – – –
MAWAG
5972
Mid-American Wealth Advisory Group
Missouri
$454K +$103K +206 +28%
BBL
5973
Beck Bode LLC
Massachusetts
$454K – – –
CA
5974
Centennial Advisors
Texas
$453K +$469K +936 New
GWMI
5975
Guardian Wealth Management (Illinois)
Illinois
$452K -$156K -312 -25%
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239
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