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Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
3501
Tobias Financial Advisors
Florida
$3.23M +$313K +1,794 +12%
RGF
3502
Retirement Guys Formula
Ohio
$3.23M -$385K -2,211 -11%
MAG
3503
Mayfair Advisory Group
Alabama
$3.23M -$21.8K -125 -0.7%
MWP
3504
Momentum Wealth Planning
Florida
$3.22M -$101K -578 -3%
QF
3505
QVT Financial
New York
$3.22M -$23.4M -134,309 -89%
SWMG
3506
Signature Wealth Management Group
Georgia
$3.21M -$25.4K -146 -0.8%
FNC
3507
First National Corp
Massachusetts
$3.21M +$309K +1,774 +12%
MWA
3508
MN Wealth Advisors
Kansas
$3.21M +$66.8K +383 +2%
TNAM
3509
Terra Nova Asset Management
New York
$3.2M +$66.8K +383 +2%
OIM
3510
Oder Investment Management
California
$3.19M +$185K +1,061 +7%
NPFS
3511
Novak & Powell Financial Services
Florida
$3.18M -$1.08M -6,187 -27%
HA
3512
Helium Advisors
Washington
$3.18M -$238K -1,365 -7%
BSSFA
3513
Baron Silver Stevens Financial Advisors
Florida
$3.17M -$214K -1,230 -7%
VIG
3514
Vienna Insurance Group
Poland
$3.17M – – –
ARG
3515
Advisory Resource Group
Oklahoma
$3.17M -$175K -1,002 -6%
RA
3516
Rational Advisors
New York
$3.17M +$780K +4,476 +36%
VP
3517
Verum Partners
North Carolina
$3.16M +$298K +1,709 +11%
RC
3518
Rexford Capital
Texas
$3.16M -$278K -1,595 -9%
GJIA
3519
Glass Jacobson Investment Advisors
Maryland
$3.16M -$85.1K -488 -3%
WCP
3520
Wick Capital Partners
Pennsylvania
$3.15M +$2.18M +12,517 +288%
IAP
3521
Indie Asset Partners
Indiana
$3.13M +$113K +651 +4%
MSFP
3522
Mark Sheptoff Financial Planning
Connecticut
$3.13M -$572K -3,282 -16%
AIA
3523
Accelerate Investment Advisors
California
$3.13M +$7.32K +42 +0.3%
CC
3524
Cornerstone Capital
California
$3.13M -$19.2K -110 -0.7%
FFO
3525
Fortitude Family Office
Arizona
$3.12M +$1.92K +11 +0.1%
139 140
141
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