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Name Holding Trade Value Shares
Change 		Change in
Stake
RBC
2726
Roble Belko & Company
Pennsylvania
$79K – – –
DWS
2727
Dynamic Wealth Strategies
California
$79K +$24.6K +126 +39%
FFWM
2728
Future Financial Wealth Management
Ohio
$78.6K +$87.3K +447 New
CWAF
2729
Core Wealth Advisors (Florida)
Florida
$78.4K +$2.34K +12 +3%
HWA
2730
Heritage Wealth Advisors
Virginia
$77.3K +$4.49K +23 +6%
PFA
2731
Pathway Financial Advisers
Indiana
$76.9K -$8.4K -43 -9%
PP
2732
PFS Partners
New Jersey
$76.1K +$15.2K +78 +22%
RWM
2733
Raffa Wealth Management
District of Columbia
$75.8K -$1.37K -7 -2%
DEM
2734
Disciplined Equity Management
Florida
$75.6K -$8.21K -42 -9%
PP
2735
Pacifica Partners
Canada
$75K +$13.7K +70 +19%
FFA
2736
Frazier Financial Advisors
Ohio
$74.9K +$30.7K +157 +58%
CIR
2737
Clear Investment Research
Georgia
$74.2K +$27.5K +141 +50%
GPFA
2738
Game Plan Financial Advisors
Ohio
$71K -$1.17K -6 -1%
PCMC
2739
Planning Capital Management Corporation
Pennsylvania
$70.5K +$12.9K +66 +20%
VAG
2740
VisionPoint Advisory Group
Texas
$70.1K -$125K -642 -62%
W
2741
WealthCollab
Washington
$69.4K -$20.3K -104 -21%
DAL
2742
Delta Accumulation LLC
California
$69.4K – – –
RA
2743
Rational Advisors
New York
$69.3K -$309K -1,584 -80%
DCBT
2744
Dakota Community Bank & Trust
North Dakota
$68.7K +$2.93K +15 +4%
PPWM
2745
PFG Private Wealth Management
Florida
$67.5K +$7.03K +36 +10%
DMBA
2746
Deseret Mutual Benefit Administrators
Utah
$66.8K +$15K +77 +25%
WFA
2747
West Financial Advisors
Iowa
$66.4K – – –
SR
2748
Syntax Research
Florida
$65.9K +$52.8K +270 +257%
IA
2749
IFS Advisors
Kansas
$65.6K +$1.95K +10 +3%
MIM
2750
Macroview Investment Management
Maryland
$65.2K -$212K -1,084 -75%
108 109
110
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