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Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
1051
Alta Wealth Advisors
Massachusetts
$1.17M -$758K -4,001 -30%
YDMI
1052
Y.D. More Investments
Israel
$1.17M +$1.82M +9,597 New
EFG
1053
Everhart Financial Group
Ohio
$1.17M +$68.4K +361 +4%
ZIG
1054
Zullo Investment Group
Pennsylvania
$1.16M +$20.4K +108 +1%
DACG
1055
Donor Advised Charitable Giving
California
$1.15M -$11.6K -61 -0.6%
TFS
1056
Thoroughbred Financial Services
Tennessee
$1.15M +$757K +3,998 +75%
PWPS
1057
Pinnacle Wealth Planning Services
Ohio
$1.15M -$1.24M -6,558 -41%
CWA
1058
Clarity Wealth Advisors
California
$1.15M -$110K -582 -6%
VA
1059
Valmark Advisers
Ohio
$1.15M +$185K +978 +12%
AM
1060
AGF Management
Ontario, Canada
$1.15M +$1.76M +9,320 New
UAS
1061
United Asset Strategies
New York
$1.14M +$43.9K +232 +3%
TF
1062
TLWM Financial
Texas
$1.14M +$1.75M +9,254 New
MJRIC
1063
Mogy Joel R Investment Counsel
California
$1.14M – – –
EWM
1064
Echo Wealth Management
Minnesota
$1.13M -$27.5K -145 -2%
FFS
1065
Founders Financial Securities
Maryland
$1.13M -$521K -2,751 -23%
SAF
1066
Smith Anglin Financial
Texas
$1.13M +$435K +2,299 +33%
SL
1067
Stevard LLC
Illinois
$1.13M +$52.8K +279 +3%
FA
1068
Fiduciary Alliance
South Carolina
$1.12M +$1.72M +9,098 New
MFC
1069
Morris Financial Concepts
South Carolina
$1.12M +$189 +1 +0%
AA
1070
Aire Advisors
California
$1.12M -$649K -3,428 -27%
BW
1071
Bison Wealth
Georgia
$1.12M +$653K +3,449 +106%
DL
1072
DOHJ LLC
Washington
$1.11M -$26.7K -141 -2%
FMN
1073
Financial Management Network
California
$1.11M +$330K +1,744 +22%
II
1074
Ibex Investors
Colorado
$1.11M +$1.7M +9,000 New
RW
1075
RVW Wealth
California
$1.1M -$640K -3,378 -27%
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