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Name Holding Trade Value Shares
Change 		Change in
Stake
CMA
3201
Cedar Mountain Advisors
Oregon
$671K +$19K +174 +3%
JWM
3202
JFG Wealth Management
Colorado
$669K – – –
PIN
3203
Prudent Investors Network
California
$667K +$8.73K +80 +1%
PWS
3204
Paragon Wealth Strategies
Florida
$664K +$183K +1,674 +41%
CSIA
3205
Charles Schwab Investment Advisory
California
$656K +$204K +1,866 +49%
CMP
3206
Courage Miller Partners
Virginia
$653K -$586K -5,370 -75%
CANY
3207
Caxton Associates (New York)
New York
$649K -$21.7M -199,212 -97%
CI
3208
CAZ Investments
Texas
$649K -$2.66M -24,400 -81%
LWA
3209
LWS Wealth Advisors
New Jersey
$647K +$109 +1 +0%
MIM
3210
Macroview Investment Management
Maryland
$644K -$3.49K -32 -0.6%
EE
3211
EWG Elevate
California
$644K +$4.15K +38 +0.7%
NCP
3212
NexWave Capital Partners
New York
$642K +$218 +2 +0.1%
CCM
3213
Cinctive Capital Management
New York
$638K +$602K +5,513 New
NIM
3214
Nexus Investment Management
Ontario, Canada
$637K -$40.3M -369,720 -99%
SFPM
3215
Sensible Financial Planning & Management
Massachusetts
$634K +$597K +5,472 New
CM
3216
Capital Management
Virginia
$626K +$54.8K +502 +10%
MWM
3217
Maltin Wealth Management
New Jersey
$625K +$436 +4 +0.1%
HWA
3218
Heartwood Wealth Advisors
Virginia
$624K – – –
HHRDM
3219
H&H Retirement Design & Management
Nevada
$622K -$10.5K -96 -2%
SA
3220
SRH Advisors
Kansas
$620K +$69.7K +639 +14%
IFO
3221
Independent Family Office
New York
$618K -$43.6K -400 -7%
AMIM
3222
Aull & Monroe Investment Management
Alabama
$607K +$47.8K +438 +9%
HFAS
3223
Hummer Financial Advisory Services
Illinois
$606K -$69.4K -636 -11%
LSA
3224
Lion Street Advisors
Texas
$605K +$416K +3,813 New
RI
3225
RWWM Inc
California
$604K +$873 +8 +0.2%
127 128
129
130 131