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Name Holding Trade Value Shares
Change 		Change in
Stake
FI
2801
FormulaFolio Investments
Michigan
$40K -$5.72M -101,316 -99%
NR
2802
Newfound Research
Massachusetts
$39K -$74.4K -1,318 -66%
TCWA
2803
Ten Capital Wealth Advisors
Washington
$37K – – –
BFG
2804
Baron Financial Group
New Jersey
$34K – – –
AI
2805
ArchPoint Investors
Florida
$33K -$1.04M -18,390 -97%
SSC
2806
Syverson Strege & Co
Iowa
$33K +$28.8K +510 +810%
BAMG
2807
Brand Asset Management Group
Missouri
$32K +$18.5K +327 +151%
CWAF
2808
Core Wealth Advisors (Florida)
Florida
$31K -$2.6K -46 -8%
AWMS
2809
Advocacy Wealth Management Services
Georgia
$31K – – –
CFG
2810
CKW Financial Group
Hawaii
$31K – – –
M1FG
2811
Mach-1 Financial Group
Arkansas
$29K +$28.7K +508 New
HI
2812
Hoey Investments
Pennsylvania
$23K +$5.81K +103 +36%
AW
2813
Avion Wealth
Texas
$23K +$13.3K +236 +155%
FPW
2814
Flagship Private Wealth
Massachusetts
$22.9K +$169 +3 +0.8%
WCMN
2815
Westchester Capital Management (Nebraska)
Nebraska
$18K -$15K -266 -46%
WIM
2816
Westside Investment Management
California
$17.6K +$17K +301 +12%
NCM
2817
New Capital Management
Texas
$17K -$10.2K -181 -38%
KIG
2818
Kessler Investment Group
Indiana
$17K – – –
MAM
2819
McCarthy Asset Management
California
$17K – – –
KFAA
2820
Klaas Financial Asset Advisors
Illinois
$15K -$10.4K -184 -41%
AFIA
2821
America First Investment Advisors
Nebraska
$15K – – –
CCM
2822
Cribstone Capital Management
Maine
$13K -$5.64K -100 -32%
IPW
2823
IronBridge Private Wealth
Texas
$12K – – –
BCPWM
2824
Bradley & Co Private Wealth Management
Florida
$12K +$11.3K +200 New
LWA
2825
Lenox Wealth Advisors
New York
$11K +$6.66K +118 +169%
111 112
113
114 115