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Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
3726
TSA Wealth Management
Texas
$419K +$103K +320 +36%
GA
3727
GSG Advisors
New Jersey
$419K +$19.9K +62 +5%
OAS
3728
Optivise Advisory Services
Tennessee
$419K +$19.3K +60 +5%
CCMG
3729
Connecticut Capital Management Group
Connecticut
$417K -$1.6K -5 -0.4%
KPWG
3730
KFA Private Wealth Group
Virginia
$416K -$288K -898 -43%
CA
3731
CGN Advisors
Kansas
$415K +$46.9K +146 +14%
ABWM
3732
Alpine Bank Wealth Management
Colorado
$414K -$23.4K -73 -6%
KAM
3733
KEB Asset Management
Illinois
$413K – – –
RWPA
3734
Richard W. Paul & Associates
Michigan
$413K -$7.71K -24 -2%
FC
3735
Fusion Capital
South Carolina
$413K +$118K +366 +44%
NRW
3736
Nova R Wealth
Kansas
$412K -$16.1K -50 -4%
OIA
3737
Oakmont Investment Advisors
Pennsylvania
$412K -$126K -394 -25%
HIG
3738
Heritage Investment Group
Florida
$411K -$56.2K -175 -13%
RPSA
3739
Richard P. Slaughter Associates
Texas
$411K -$336K -1,047 -47%
GIM
3740
Guardian Investment Management
California
$409K – – –
DWM
3741
Dopkins Wealth Management
New York
$409K +$25.4K +79 +7%
UBG
3742
United Bank (Georgia)
Georgia
$407K -$28.9K -90 -7%
PIMG
3743
Patriot Investment Management Group
Tennessee
$407K -$5.14K -16 -1%
RFS
3744
Richardson Financial Services
Massachusetts
$407K -$36.6K -114 -9%
APWA
3745
Atlas Private Wealth Advisors
New Jersey
$406K +$321 +1 +0.1%
OAG
3746
Oakmont Advisory Group
New Mexico
$406K +$380K +1,183 New
BWP
3747
Bernardo Wealth Planning
Pennsylvania
$406K +$157K +489 +71%
BWS
3748
Broadway Wealth Solutions
Texas
$405K +$15.7K +49 +4%
GPW
3749
Genesis Private Wealth
Virginia
$404K -$10.6K -33 -3%
CWA
3750
Cura Wealth Advisors
Illinois
$404K -$18.6K -58 -5%
148 149
150
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