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Name Holding Trade Value Shares
Change 		Change in
Stake
PA
3251
Persium Advisors
Georgia
$632K +$48.1K +139 +8%
PIM
3252
Pullen Investment Management
Florida
$631K +$22.8K +66 +4%
AG
3253
AmeriFlex Group
Nevada
$630K -$479K -1,384 -43%
AGC
3254
Aspen Grove Capital
Colorado
$630K -$171K -493 -21%
LAS
3255
Legacy Advisory Services
Pennsylvania
$629K +$692 +2 +0.1%
TCWM
3256
Total Clarity Wealth Management
Illinois
$629K -$1.38K -4 -0.2%
IAG
3257
Investmark Advisory Group
Connecticut
$628K -$19.7K -57 -3%
BWA
3258
Blodgett Wealth Advisors
California
$626K – – –
EMB
3259
Elefante Mark B
$626K -$48.5K -140 -7%
DI
3260
Disciplined Investors
Texas
$624K +$46.4K +134 +8%
LI
3261
LifeWealth Investments
Florida
$623K -$39.1K -113 -6%
RB
3262
Rodgers Brothers
Pennsylvania
$622K – – –
HPM
3263
Hoxton Planning & Management
West Virginia
$622K -$10K -29 -2%
SIM
3264
Studio Investment Management
Illinois
$622K +$1.04K +3 +0.2%
OPPS
3265
Obsidian Personal Planning Solutions
Maryland
$621K +$26.3K +76 +4%
RA
3266
Ruggaard & Associates
Ohio
$620K -$346 -1 -0.1%
PCA
3267
Prosperity Capital Advisors
Ohio
$620K -$12.8K -37 -2%
FA
3268
Fermata Advisors
California
$620K -$84.1K -243 -12%
FNC
3269
First National Corp
Massachusetts
$619K -$743K -2,146 -55%
JWM
3270
Jeppson Wealth Management
California
$618K -$2.08K -6 -0.3%
BCI
3271
Blue Capital Inc
Nebraska
$618K +$626K +1,809 New
BWA
3272
Burt Wealth Advisors
Maryland
$616K – – –
FA
3273
Financial Alternatives
California
$615K +$346 +1 +0.1%
APW
3274
Axim Planning & Wealth
Ohio
$611K +$620K +1,791 New
PCI
3275
Planning Center Inc
Illinois
$609K – – –
129 130
131
132 133