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Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
1751
Pines Wealth Management
North Carolina
$303K -$41.1K -408 -12%
MMM
1752
Mendel Money Management
Illinois
$303K -$40.3K -400 -12%
CL
1753
CLG LLC
California
$302K +$298K +2,960 New
PA
1754
PSI Advisors
Florida
$302K – – –
TF
1755
Tudor Financial
Ohio
$302K – – –
AZ
1756
Alpha Zero
Florida
$301K +$280K +2,782 New
RCS
1757
R2 Capital Strategies
Nebraska
$301K +$297K +2,948 New
VFG
1758
Victory Financial Group
Texas
$301K -$10.3K -102 -3%
IIC
1759
Integrated Investment Consultants
Michigan
$300K -$10.1K -100 -3%
SIC
1760
SFE Investment Counsel
California
$300K -$7.86K -78 -3%
MAG
1761
M3 Advisory Group
Massachusetts
$300K -$13.8K -137 -4%
S
1762
Sunpointe
Missouri
$299K -$32.2K -320 -10%
TF
1763
Trek Financial
Arizona
$299K -$19.6K -195 -6%
DF
1764
Dunhill Financial
United Kingdom
$299K -$1.81K -18 -0.6%
AO
1765
Advisor OS
Illinois
$298K -$11.7K -116 -4%
SWA
1766
SOA Wealth Advisors
New York
$298K -$14.9K -148 -5%
SFS
1767
Symphony Financial Services
Ohio
$298K +$101 +1 +0%
QWM
1768
Quadcap Wealth Management
Texas
$298K +$33.4K +332 +13%
MPCA
1769
Madison Park Capital Advisors
Washington
$297K -$264K -2,626 -89%
DCBT
1770
Dakota Community Bank & Trust
North Dakota
$297K – – –
ACC
1771
Acorn Creek Capital
Colorado
$297K +$2.42K +24 +0.8%
MAWCM
1772
Mine & Arao Wealth Creation & Management
California
$296K +$1.11K +11 +0.4%
PFWA
1773
Paces Ferry Wealth Advisors
Georgia
$295K -$16.9K -168 -5%
PWP
1774
Private Wealth Partners
California
$294K +$28.4K +282 +11%
TWM
1775
Tanager Wealth Management
United Kingdom
$293K -$15.2K -151 -5%
69 70
71
72 73