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Name Holding Trade Value Shares
Change 		Change in
Stake
PFGWM
5976
Price Financial Group Wealth Management
Oregon
$322K -$8.37K -20 -3%
VBA
5977
von Borstel & Associates
Oregon
$321K +$65.3K +156 +22%
WF
5978
Williams Financial
Vermont
$320K +$2.93K +7 +0.8%
EFT
5979
Envision Financial Transparency
North Carolina
$319K +$361K +863 New
AA
5980
ArborFi Advisors
Michigan
$317K – – –
AFW
5981
Atlantic Family Wealth
Florida
$317K +$178K +425 +99%
FMI
5982
Financial Management Inc
Arkansas
$316K -$10K -24 -3%
MUMSS
5983
Mitsubishi UFJ Morgan Stanley Securities
Japan
$316K -$170K -407 -32%
LFG
5984
Leverty Financial Group
Wisconsin
$316K – – –
CEI
5985
Clark Estates Inc
New York
$316K – – –
SIAS
5986
Summit Investment Advisory Services
Minnesota
$315K – – –
AAA
5987
American Alpha Advisors
New York
$314K +$354K +847 New
CIM
5988
Corbyn Investment Management
Maryland
$313K -$6.7K -16 -2%
DK
5989
David Kennon
Florida
$313K – – –
AWMG
5990
ADG Wealth Management Group
Louisiana
$312K +$94.2K +225 +36%
PMIM
5991
Prudent Man Investment Management
Colorado
$309K -$4.18K -10 -2%
SIMC
5992
Squire Investment Management Company
Utah
$309K -$18.8K -45 -5%
BLWM
5993
Bucket List Wealth Management
Florida
$308K -$254K -606 -42%
BP
5994
BCK Partners
New York
$305K – – –
TFS
5995
truNorth Financial Services
Pennsylvania
$304K +$6.28K +15 +2%
1L
5996
10Elms LLP
Oklahoma
$303K +$74.5K +178 +28%
NA
5997
Nestegg Advisors
New York
$303K -$81.2K -194 -19%
VWA
5998
Vistica Wealth Advisors
California
$303K +$138K +330 +68%
GSCM
5999
Greenfield Seitz Capital Management
Texas
$301K +$41.8K +100 +14%
AF
6000
Amara Financial
California
$300K +$8.79K +21 +3%
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240
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