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Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
3001
Valued Wealth Advisors
Utah
$99.8K +$94.8K +399 New
AP
3002
Advisors Preferred
Maryland
$98.1K +$37.1K +156 +65%
WFA
3003
West Financial Advisors
Iowa
$93.9K – – –
DCBT
3004
Dakota Community Bank & Trust
North Dakota
$93.4K -$10.9K -46 -11%
IRAG
3005
Investment Research & Advisory Group
Georgia
$92.7K – – –
PVH
3006
Psagot Value Holdings
Israel
$92K -$570K -2,397 -87%
IA
3007
IFS Advisors
Kansas
$90.2K – – –
RDIA
3008
RE Dickinson Investment Advisors
Iowa
$89K -$3.56K -15 -4%
PP
3009
PFS Partners
New Jersey
$88.2K – – –
PAG
3010
Paladin Advisory Group
Iowa
$88K – – –
PWM
3011
Partnership Wealth Management
Maryland
$87.7K +$111K +468 New
PP
3012
Pacifica Partners
Canada
$87.2K +$47.5K +200 +121%
PPWM
3013
PFG Private Wealth Management
Florida
$86.5K -$111K -465 -57%
4FG
3014
4Thought Financial Group
New York
$84.5K +$80.8K +340 New
BMC
3015
Bear Mountain Capital
Washington
$83.8K +$90.5K +381 New
FFO
3016
Fortitude Family Office
Arizona
$83.5K +$79.9K +336 New
BOC
3017
Bull Oak Capital
California
$83.2K – – –
PCMC
3018
Planning Capital Management Corporation
Pennsylvania
$83.2K +$79.6K +335 New
DI
3019
DAGCO Inc
Ohio
$80.8K +$77.2K +325 New
DWS
3020
Dynamic Wealth Strategies
California
$80.8K +$77.2K +325 New
FPF
3021
First Pacific Financial
Washington
$80.3K – – –
AWM
3022
Able Wealth Management
New Jersey
$79.8K +$76.3K +321 New
MFT
3023
Moisand Fitzgerald Tamayo
Florida
$76K -$111K -469 -61%
BG
3024
Bollard Group
Massachusetts
$76K – – –
DMBA
3025
Deseret Mutual Benefit Administrators
Utah
$75.3K -$14.3K -60 -17%
119 120
121
122 123