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Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
4351
FSR Wealth Management
Illinois
$616K -$807K -6,370 -53%
BWM
4352
BKM Wealth Management
Wisconsin
$616K -$44.4K -350 -6%
PIS
4353
POM Investment Strategies
North Carolina
$616K +$481K +3,795 +201%
NSG
4354
Nalls Sherbakoff Group
Tennessee
$615K +$720K +5,679 New
PAM
4355
PCG Asset Management
New Jersey
$615K +$102K +805 +17%
AFA
4356
Arlington Financial Advisors
California
$614K +$467K +3,684 +186%
SAM
4357
Satovsky Asset Management
New York
$614K – – –
HCC
4358
Hirtle Callaghan & Co
Pennsylvania
$614K +$718K +5,662 New
JHP
4359
James Hambro & Partners
United Kingdom
$613K +$83.7K +660 +13%
GWM
4360
GoalFusion Wealth Management
Texas
$613K +$25.3K +200 +4%
CWA
4361
Cornerstone Wealth Advisors
Minnesota
$613K +$12.7K +100 +2%
TSS
4362
Thomas Story & Son
Indiana
$612K +$108K +850 +18%
FFG
4363
Fortress Financial Group
Minnesota
$612K +$168K +1,328 +31%
MWM
4364
MorganRosel Wealth Management
Colorado
$612K -$248K -1,953 -26%
PRI
4365
Prepared Retirement Institute
Pennsylvania
$611K +$7.99K +63 +1%
OFG
4366
Opulen Financial Group
Virginia
$610K -$16.7K -132 -2%
AWM
4367
Act Wealth Management
Texas
$609K +$25.3K +200 +4%
MLRA
4368
Main Line Retirement Advisors
Montana
$608K -$6.08K -48 -0.8%
DFS
4369
Dixon Fnancial Services
California
$608K – – –
FG
4370
Fairman Group
Pennsylvania
$607K – – –
DAL
4371
Delta Accumulation LLC
California
$607K -$634K -5,000 -50%
AGA
4372
Accuvest Global Advisors
Utah
$605K -$1.82M -14,333 -72%
DC
4373
Destiny Capital
Colorado
$604K +$4.69K +37 +0.7%
TWA
4374
Tandem Wealth Advisors
Arizona
$604K -$24.7K -195 -3%
TAL
4375
TIG Advisors LLC
New York
$603K +$706K +5,568 New
173 174
175
176 177