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Name Holding Trade Value Shares
Change 		Change in
Stake
LI
3426
LifeWealth Investments
Florida
$628K -$11.6K -34 -2%
TRIA
3427
Trail Ridge Investment Advisors
Colorado
$628K +$12.3K +36 +2%
CA
3428
COFG Advisors
Illinois
$627K +$609K +1,787 New
PCI
3429
Planning Center Inc
Illinois
$626K – – –
MWM
3430
Manske Wealth Management
Texas
$625K +$41.2K +121 +7%
SFG
3431
Seamount Financial Group
Colorado
$624K -$120K -353 -17%
IWP
3432
Innova Wealth Partners
Pennsylvania
$623K +$193K +566 +47%
SNPAM
3433
St. Nicholas Private Asset Management
Florida
$623K – – –
GFG
3434
Goldstone Financial Group
Illinois
$622K -$84.2K -247 -12%
HCA
3435
Hardworking Capital Advisors
California
$622K +$604K +1,772 New
CWA
3436
Centennial Wealth Advisory
Michigan
$622K +$49.7K +146 +9%
TWA
3437
Talisman Wealth Advisors
New Jersey
$621K -$341 -1 -0.1%
VW
3438
Vantus Wealth
Pennsylvania
$620K +$602K +1,767 New
BAM
3439
Bellevue Asset Management
Washington
$620K – – –
MSG
3440
Main Street Group
Virginia
$619K -$98.8K -290 -14%
TCWM
3441
Total Clarity Wealth Management
Illinois
$617K -$27.9K -82 -4%
DWG
3442
Darden Wealth Group
Michigan
$617K +$42.9K +126 +8%
SFG
3443
SageGuard Financial Group
Tennessee
$616K +$599K +1,758 New
WFMPM
3444
Woodley Farra Manion Portfolio Management
Indiana
$616K +$6.47K +19 +1%
PFM
3445
Potomac Fund Management
Florida
$616K +$125K +368 +27%
SCM
3446
Sunbeam Capital Management
Georgia
$615K +$14.3K +42 +2%
HIS
3447
Harvest Investment Services
Illinois
$614K +$186K +545 +45%
DWM
3448
Defined Wealth Management
Oregon
$613K +$9.88K +29 +2%
CWA
3449
Canvas Wealth Advisors
Kansas
$612K -$48.7K -143 -8%
KI
3450
KTF Investments
California
$611K +$593K +1,741 New
136 137
138
139 140