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Name Holding Trade Value Shares
Change 		Change in
Stake
PFO
3576
Pioneer Family Office
Florida
$438K – – –
UFA
3577
Unify Financial Advisors
Florida
$438K +$34.7K +108 +8%
TWM
3578
Tolleson Wealth Management
Texas
$437K – – –
CWD
3579
Clarity Wealth Development
Oregon
$437K – – –
WCL
3580
Wealth Care LLC
Florida
$437K +$464K +1,444 New
DDPIC
3581
Deroy & Devereaux Private Investment Counsel
Michigan
$434K -$95.2K -296 -17%
MW
3582
Members Wealth
Pennsylvania
$434K -$20.6K -64 -4%
BWCS
3583
Beirne Wealth Consulting Services
Connecticut
$434K -$11.6K -36 -2%
PA
3584
Probity Advisors
Texas
$432K -$1.61K -5 -0.3%
CFA
3585
Capstone Financial Advisors
Illinois
$432K -$42.8K -133 -9%
ACA
3586
Arsenal Capital Advisors
Pennsylvania
$431K -$51.8K -161 -10%
WIM
3587
Westside Investment Management
California
$430K – – –
TCM
3588
Traub Capital Management
Massachusetts
$430K +$17.4K +54 +4%
EA
3589
Echo45 Advisors
California
$430K -$32.2K -100 -7%
PCA
3590
Peddock Capital Advisors
Massachusetts
$430K – – –
HIW
3591
Holos Integrated Wealth
Pennsylvania
$429K – – –
CWM
3592
Cherrydale Wealth Management
New Jersey
$429K -$67.2K -209 -13%
WP
3593
WealthSpring Partners
California
$428K +$643 +2 +0.1%
CF
3594
Clarity Financial
Texas
$428K -$16.3M -50,643 -97%
BCMLT
3595
Beacon Capital Management LLC (Tennessee)
Tennessee
$428K -$19.6K -61 -4%
PCM
3596
Park Capital Management
Wisconsin
$427K -$2.89K -9 -0.6%
AGAM
3597
Audent Global Asset Management
California
$425K -$78.8K -245 -17%
SSG
3598
Summit Securities Group
New York
$425K +$452K +1,406 New
AWM
3599
Accel Wealth Management
Iowa
$424K -$11.9K -37 -3%
CWM
3600
C2C Wealth Management
Arizona
$424K – – –
142 143
144
145 146