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Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
2726
Tranquilli Financial Advisor
New Jersey
$296K +$30.3K +144 +11%
FI
2727
Financial Insights
Washington
$295K – – –
FSA
2728
Financial Sense Advisors
California
$294K -$5.68K -27 -2%
WWMSC
2729
Wagner Wealth Management (South Carolina)
South Carolina
$293K -$5.47K -26 -2%
DLHL
2730
Donald L. Hagan LLC
Florida
$290K – – –
PFA
2731
Pure Financial Advisors
California
$290K +$1.89K +9 +0.7%
IFG
2732
Investors Financial Group
Minnesota
$290K +$12.6K +60 +5%
KPWG
2733
KFA Private Wealth Group
Virginia
$290K +$58.7K +279 +26%
WA
2734
WESPAC Advisors
California
$289K -$46.9K -223 -14%
W
2735
WealthOne
New York
$289K -$20.8K -99 -7%
PPWM
2736
PFG Private Wealth Management
Florida
$289K +$288K +1,366 New
FIB
2737
First Interstate Bancsystem
Montana
$288K +$287K +1,363 New
NA
2738
Nottingham Advisors
New York
$287K +$842 +4 +0.3%
RF
2739
Rollins Financial
Georgia
$287K +$5.26K +25 +2%
MCM
2740
Monument Capital Management
Virginia
$286K -$2.56M -12,177 -90%
EWP
2741
Engrave Wealth Partners
Texas
$286K -$3.37K -16 -1%
AAM
2742
Autus Asset Management
Arizona
$286K +$75.4K +358 +36%
ACM
2743
AUA Capital Management
Pennsylvania
$284K – – –
PCA
2744
Peddock Capital Advisors
Massachusetts
$284K – – –
FMI
2745
F/M Investments
District of Columbia
$284K +$282K +1,340 New
MKC
2746
M. Kraus & Co
Vermont
$283K +$47.6K +226 +20%
GL
2747
Graypoint LLC
New York
$282K -$2.74K -13 -1%
MP
2748
McDonald Partners
Ohio
$282K +$62.1K +295 +28%
PFA
2749
Pathway Financial Advisors
Vermont
$281K – – –
NFP
2750
Narus Financial Partners
Utah
$280K +$278K +1,322 New
108 109
110
111 112