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Name Holding Trade Value Shares
Change 		Change in
Stake
TFG
5176
Taylor Financial Group
Virginia
$803K – – –
WCM
5177
Wealthcare Capital Management
Virginia
$802K -$34.5K -168 -4%
OWA
5178
Oak Wealth Advisors
Illinois
$801K +$56.3K +274 +7%
PL
5179
Parthenon LLC
Kentucky
$800K -$40.7K -198 -5%
ASI
5180
All-Stars Investment
Hong Kong
$800K +$822K +4,000 New
DLP
5181
De Lisle Partners
United Kingdom
$800K +$822K +4,000 New
ZS
5182
Zenith Solutions
Pennsylvania
$799K +$821K +3,991 New
FFG
5183
Fortune Financial Group
Florida
$798K +$820K +3,990 New
AIM
5184
Archer Investment Management
Texas
$798K +$374K +1,821 +84%
KOMWMG
5185
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$797K -$62.7K -305 -7%
AAM
5186
Ameraudi Asset Management
New York
$796K – – –
NWM
5187
Navigate Wealth Management
Alabama
$796K – – –
SIA
5188
Sovereign Investment Advisors
Arizona
$795K +$61.7K +300 +8%
RS
5189
Retirement Solution
Washington
$793K +$256K +1,247 +46%
NA
5190
Nottingham Advisors
New York
$792K -$288K -1,399 -39%
5SA
5191
5th Street Advisors
Connecticut
$792K +$61.7K +300 +8%
LD
5192
Lipe & Dalton
New York
$791K – – –
MWM
5193
Mittelman Wealth Management
Massachusetts
$791K -$602K -2,928 -68%
TF
5194
Tandem Financial
Colorado
$787K -$36K -175 -4%
SM
5195
Sensible Money
Arizona
$786K +$206 +1 +0%
FC
5196
FORA Capital
Florida
$784K +$806K +3,922 New
KL
5197
Keenan LLC
Massachusetts
$783K -$219K -1,067 -21%
SF
5198
Seros Financial
Arizona
$782K -$84.5K -411 -10%
PCM
5199
Peirce Capital Management
Texas
$781K +$40.5K +197 +5%
BI
5200
Breachway Investments
Rhode Island
$781K -$140K -682 -15%
206 207
208
209 210