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Name Holding Trade Value Shares
Change 		Change in
Stake
PFG
2501
Prosperity Financial Group
California
$840K +$24.5K +107 +3%
AWM
2502
Alterna Wealth Management
Texas
$837K -$6.18K -27 -0.8%
EWA
2503
Encompass Wealth Advisors
Oregon
$836K -$140K -612 -15%
PPP
2504
Private Portfolio Partners
New Jersey
$835K -$19.7K -86 -2%
LOIM
2505
Liberty One Investment Management
Illinois
$834K -$104K -456 -11%
JFA
2506
JNBA Financial Advisors
Minnesota
$834K -$39.1K -171 -5%
MCA
2507
Magnolia Capital Advisors
Mississippi
$833K +$1.37K +6 +0.2%
PCM
2508
Pointe Capital Management
Michigan
$833K -$8.01K -35 -1%
OW
2509
Olistico Wealth
Oklahoma
$833K +$106K +465 +15%
SMA
2510
Seven Mile Advisory
New Jersey
$833K +$803K +3,507 New
T
2511
TOBAM
France
$832K +$8.93K +39 +1%
IIM
2512
Ironwood Investment Management
Massachusetts
$831K -$46.5K -203 -5%
CD
2513
Chapin Davis
Maryland
$829K -$155K -677 -16%
PGWM
2514
Parisi Gray Wealth Management
New Jersey
$829K – – –
HWA
2515
Heartwood Wealth Advisors
Virginia
$828K +$52.6K +230 +7%
MCM
2516
Mendel Capital Management
Arkansas
$827K +$6.18K +27 +0.8%
SRC
2517
Sage Rhino Capital
California
$824K +$687 +3 +0.1%
AWS
2518
Aspen Wealth Strategies
Colorado
$822K -$82.2K -359 -9%
WPW
2519
Warther Private Wealth
Ohio
$822K -$17.4K -76 -2%
CAL
2520
Capital Advisors Ltd
Ohio
$820K +$260K +1,135 +49%
PFG
2521
PAX Financial Group
Texas
$819K +$51.3K +224 +7%
LWM
2522
Liberty Wealth Management
California
$818K -$38.9K -170 -5%
OIA
2523
Optimum Investment Advisors
Illinois
$816K +$104K +456 +15%
GG
2524
Golden Green
South Carolina
$815K -$2.52K -11 -0.3%
RW
2525
REDW Wealth
New Mexico
$814K +$52.2K +228 +7%
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