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Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
5951
Appalachian Capital Management
Ohio
$339K +$55.2K +132 +17%
FAC
5952
Financial Advisory Corporation
Michigan
$339K – – –
PFA
5953
Pinnacle Family Advisors
Missouri
$339K +$105K +251 +38%
SIAM
5954
Sterling Investment Advisors (Missouri)
Missouri
$338K +$39.3K +94 +12%
FG
5955
Fairman Group
Pennsylvania
$337K +$418 +1 +0.1%
KFG
5956
Kropog Financial Group
Louisiana
$337K +$4.18K +10 +1%
SCS
5957
Southern Capital Services
Alabama
$336K – – –
SPA
5958
Shore Point Advisors
New Jersey
$335K -$3.77K -9 -1%
PAG
5959
Poinciana Advisors Group
Florida
$334K -$143K -342 -27%
PWP
5960
PrairieView Wealth Partners
Illinois
$334K – – –
ICMP
5961
Integrated Capital Management (Pennsylvania)
Pennsylvania
$333K – – –
LIA
5962
Luken Investment Analytics
Tennessee
$329K -$27.2K -65 -7%
MA
5963
McGrath & Associates
North Carolina
$329K -$3.77K -9 -1%
MWML
5964
M Wealth Management LLC
California
$329K +$83.7K +200 +29%
SA
5965
Sincerus Advisory
New York
$329K +$25.5K +61 +7%
IIM
5966
Invariant Investment Management
Pennsylvania
$327K -$2.93K -7 -0.8%
PWMG
5967
Pioneer Wealth Management Group
Texas
$325K +$41.4K +99 +13%
SPIA
5968
Strategic Point Investment Advisors
Rhode Island
$325K -$34.3K -82 -9%
WFC
5969
Western Financial Corp
California
$325K +$136K +326 +59%
AIS
5970
American Investment Services
Massachusetts
$324K +$10.9K +26 +3%
RWM
5971
Refined Wealth Management
Utah
$324K – – –
BFA
5972
Bridgelight Financial Advisors
Connecticut
$324K +$27.6K +66 +8%
WH
5973
Wallace Hart
Kentucky
$323K -$1.37M -3,276 -79%
TWM
5974
Thryve Wealth Management
Texas
$322K -$2.11M -5,035 -85%
VF
5975
Vawter Financial
Ohio
$322K -$13K -31 -3%
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