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Name Holding Trade Value Shares
Change 		Change in
Stake
PS
3176
Planned Solutions
California
$1.2M +$362K +4,990 +60%
HKAM
3177
Horizon Kinetics Asset Management
New York
$1.2M -$53.6K -740 -5%
NIWA
3178
New Insight Wealth Advisors
California
$1.19M +$22.5K +310 +2%
CWM
3179
Castle Wealth Management
Florida
$1.19M +$5.8K +80 +0.6%
JF
3180
JSF Financial
California
$1.19M +$76.8K +1,060 +9%
SFC
3181
SYM Financial Corp
Indiana
$1.19M -$175K -2,420 -16%
ITC
3182
Inspire Trust Company
Nevada
$1.19M -$291K -4,010 -23%
FP
3183
Fiduciary Planning
Florida
$1.19M +$205K +2,830 +27%
CST
3184
Charles Schwab Trust
Nevada
$1.19M -$2.75M -38,000 -74%
CPW
3185
Catalyst Private Wealth
California
$1.18M +$83.4K +1,150 +10%
SWMG
3186
Signature Wealth Management Group
Georgia
$1.18M -$417K -5,760 -27%
SW
3187
SMART Wealth
Nebraska
$1.18M +$268K +3,700 +39%
MAP
3188
Moody Aldrich Partners
Massachusetts
$1.18M -$182K -2,510 -16%
SWP
3189
Significant Wealth Partners
Illinois
$1.17M -$329K -4,540 -26%
SAG
3190
Spotlight Asset Group
Illinois
$1.17M – – –
MWM
3191
Melfa Wealth Management
Massachusetts
$1.17M +$942K +13,000 New
WAG
3192
Windsor Advisory Group
Ohio
$1.17M +$2.9K +40 +0.3%
TNB
3193
Thomasville National Bank
Georgia
$1.17M -$141K -1,940 -13%
PAM
3194
Peak Asset Management
Colorado
$1.17M -$158K -2,180 -14%
AWM
3195
Aries Wealth Management
Maine
$1.17M +$1.45K +20 +0.2%
PWM
3196
PBMares Wealth Management
Virginia
$1.17M +$509K +7,020 +119%
SRA
3197
Secured Retirement Advisors
Minnesota
$1.17M +$6.52K +90 +0.7%
ELM
3198
Elite Life Management
Florida
$1.16M +$34.1K +470 +4%
PFG
3199
PAX Financial Group
Texas
$1.16M +$32.6K +450 +4%
VDI
3200
Vaughan David Investments
Illinois
$1.16M +$200K +2,760 +27%
126 127
128
129 130