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Name Holding Trade Value Shares
Change 		Change in
Stake
ARC
4826
Advisor Resource Council
Texas
$616K -$2.68M -15,376 -82%
CFG
4827
Certior Financial Group
Pennsylvania
$615K +$185K +1,060 +47%
BFA
4828
Brown Financial Advisory
Alabama
$615K -$95.9K -550 -14%
RFS
4829
Retirement Financial Solutions
Tennessee
$613K +$24.1K +138 +4%
FFA
4830
Fortune Financial Advisors
Kansas
$613K +$21.3K +122 +4%
AMIM
4831
Aull & Monroe Investment Management
Alabama
$612K – – –
DWS
4832
Dynamic Wealth Strategies
California
$610K +$46K +264 +9%
FPW
4833
Flywheel Private Wealth
California
$609K – – –
PIN
4834
Prudent Investors Network
California
$608K -$10.1K -58 -2%
BSG
4835
Black Swift Group
Colorado
$606K -$6.12M -35,094 -92%
BCM
4836
Buckhead Capital Management
Georgia
$606K +$108K +621 +24%
AA
4837
Alpha Advisors
Virginia
$606K +$47.8K +274 +9%
FGAM
4838
Financial Gravity Asset Management
Texas
$604K +$564K +3,236 New
CWA
4839
Capital Wealth Alliance
Arizona
$602K +$318K +1,822 +129%
APC
4840
Asset Planning Corporation
Tennessee
$601K +$3.49K +20 +0.6%
MWM
4841
Mittelman Wealth Management
Massachusetts
$600K -$70.8K -406 -11%
HWP
4842
Hibernia Wealth Partners
Louisiana
$600K -$210K -1,203 -27%
WA
4843
Win Advisors
Florida
$599K +$560K +3,210 New
MC
4844
Marest Capital
California
$594K +$6.28K +36 +1%
DWA
4845
Davis Wealth Advisors
New Hampshire
$593K +$300K +1,722 +118%
T
4846
TrueFG
Texas
$592K -$242K -1,388 -30%
O3W
4847
Omni 360 Wealth
New Jersey
$591K -$38.9K -223 -7%
IPA
4848
Investment Planning Advisors
Georgia
$591K +$79.1K +454 +17%
RWM
4849
RBA Wealth Management
California
$591K -$67.1K -385 -11%
R
4850
Rebalance
California
$590K +$43.6K +250 +9%
192 193
194
195 196