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Name Holding Trade Value Shares
Change 		Change in
Stake
PCFFS
2751
Pacific Center for Financial Services
California
$370K -$300K -2,781 -90%
CWAF
2752
Core Wealth Advisors (Florida)
Florida
$370K -$13.4K -124 -3%
TCWM
2753
Total Clarity Wealth Management
Illinois
$369K -$187K -1,730 -31%
TWP
2754
Tempus Wealth Planning
California
$369K +$168K +1,557 +65%
CWA
2755
Cura Wealth Advisors
Illinois
$369K +$154K +1,427 +57%
BAS
2756
Breakthru Advisory Services
Wisconsin
$367K -$9.92K -92 -2%
PCM
2757
Palisade Capital Management
New Jersey
$367K +$233K +2,161 +123%
GIA
2758
GHP Investment Advisors
Colorado
$366K +$55.2K +512 +15%
CWMK
2759
Caliber Wealth Management (Kansas)
Kansas
$365K +$420K +3,898 New
USWIA
2760
UP Strategic Wealth Investment Advisors
Pennsylvania
$365K +$4.53K +42 +1%
UWP
2761
Uniting Wealth Partners
Kansas
$365K – – –
HWA
2762
HMV Wealth Advisors
Louisiana
$364K -$6.47K -60 -2%
LCM
2763
LCM Capital Management
Illinois
$363K +$113K +1,046 +37%
CPWM
2764
Cypress Point Wealth Management
Texas
$362K – – –
CL
2765
CVFG LLC
Indiana
$362K +$116K +1,080 +39%
CPIA
2766
Cornell Pochily Investment Advisors
New York
$361K +$25.3K +235 +6%
EPW
2767
Endeavor Private Wealth
Kansas
$361K +$50.9K +472 +14%
OFG
2768
Oxford Financial Group
Indiana
$361K -$51.7K -480 -11%
ES
2769
Eagle Strategies
New York
$361K +$2.16K +20 +0.5%
GFG
2770
Greenberg Financial Group
Arizona
$361K +$415K +3,847 New
MWM
2771
Maripau Wealth Management
Indiana
$360K +$141K +1,311 +52%
TFS
2772
Targeted Financial Services
Florida
$360K +$413K +3,835 New
BWG
2773
Balanced Wealth Group
Ohio
$359K -$298K -2,763 -90%
SSWM
2774
Strait & Sound Wealth Management
California
$359K +$5.39K +50 +1%
TCM
2775
Triumph Capital Management
Colorado
$359K +$45.3K +420 +12%
109 110
111
112 113