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Name Holding Trade Value Shares
Change 		Change in
Stake
PF
4276
Penney Financial
Texas
$226K – – –
AGA
4277
Arkos Global Advisors
Texas
$226K -$532K -1,562 -71%
DAM
4278
Doheny Asset Management
California
$226K – – –
EC
4279
Eaton-Cambridge
Arizona
$226K +$6.47K +19 +3%
DC
4280
Darrow Company
Massachusetts
$226K +$219K +644 New
CC
4281
Commons Capital
Massachusetts
$225K +$5.45K +16 +3%
RA
4282
Rational Advisors
New York
$225K -$1.71M -5,015 -89%
CFG
4283
Cosner Financial Group
Colorado
$224K – – –
CA
4284
Cumberland Advisors
Florida
$224K – – –
EHAM
4285
Eagle Harbor Asset Management
Washington
$224K – – –
VPWA
4286
Vestia Personal Wealth Advisors
Indiana
$224K +$4.09K +12 +2%
KW
4287
Keyvantage Wealth
Pennsylvania
$224K +$1.36K +4 +0.6%
MWM
4288
Maltin Wealth Management
New Jersey
$224K +$2.04K +6 +0.9%
AIM
4289
Aigen Investment Management
New York
$223K -$1.65M -4,855 -88%
RA
4290
Rodgers & Associates
Pennsylvania
$223K +$13.3K +39 +7%
TWM
4291
Tortuga Wealth Management
California
$223K +$217K +636 New
OCG
4292
Opus Capital Group
Ohio
$223K +$217K +637 New
SWIM
4293
Smallwood Wealth Investment Management
New Jersey
$223K +$2.73K +8 +1%
PWM
4294
Provident Wealth Management
Tennessee
$222K – – –
FSWA
4295
Financial Synergies Wealth Advisors
Texas
$222K +$215K +632 New
CWMGP
4296
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$222K +$341 +1 +0.2%
MWA
4297
Monograph Wealth Advisors
California
$221K -$341 -1 -0.2%
BGAI
4298
Bruce G. Allen Investments
Colorado
$221K -$19.8K -58 -8%
GFWA
4299
Grey Fox Wealth Advisors
Delaware
$221K -$3.75K -11 -2%
GWM
4300
Greenline Wealth Management
Florida
$220K +$214K +629 New
170 171
172
173 174