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Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
5126
Elevate Wealth Advisory
Georgia
$812K +$154K +747 +23%
DIM
5127
DLK Investment Management
California
$812K -$5.51M -26,800 -80%
KFS
5128
Kelly Financial Services
Massachusetts
$811K -$62.5K -304 -7%
AAMA
5129
Advanced Asset Management Advisors
Ohio
$808K -$4.52K -22 -0.5%
CFP
5130
Cypress Financial Planning
New Jersey
$808K +$91.7K +446 +12%
CIAS
5131
CBIZ Investment Advisory Services
Ohio
$807K – – –
CPP
5132
Capasso Planning Partners
South Carolina
$807K +$2.06K +10 +0.2%
IAMOG
5133
Investors Asset Management of Georgia
Georgia
$806K -$5.55K -27 -0.7%
SFS
5134
Searcy Financial Services
Kansas
$806K – – –
TFG
5135
Taylor Financial Group
Virginia
$803K – – –
WCM
5136
Wealthcare Capital Management
Virginia
$802K -$34.5K -168 -4%
OWA
5137
Oak Wealth Advisors
Illinois
$801K +$56.3K +274 +7%
PL
5138
Parthenon LLC
Kentucky
$800K -$40.7K -198 -5%
ASI
5139
All-Stars Investment
Hong Kong
$800K +$822K +4,000 New
DLP
5140
De Lisle Partners
United Kingdom
$800K +$822K +4,000 New
ZS
5141
Zenith Solutions
Pennsylvania
$799K +$821K +3,991 New
FFG
5142
Fortune Financial Group
Florida
$798K +$820K +3,990 New
AIM
5143
Archer Investment Management
Texas
$798K +$374K +1,821 +84%
KOMWMG
5144
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$797K -$62.7K -305 -7%
AAM
5145
Ameraudi Asset Management
New York
$796K – – –
NWM
5146
Navigate Wealth Management
Alabama
$796K – – –
SIA
5147
Sovereign Investment Advisors
Arizona
$795K +$61.7K +300 +8%
RS
5148
Retirement Solution
Washington
$793K +$256K +1,247 +46%
NA
5149
Nottingham Advisors
New York
$792K -$288K -1,399 -39%
5SA
5150
5th Street Advisors
Connecticut
$792K +$61.7K +300 +8%
204 205
206
207 208