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Name Holding Trade Value Shares
Change 		Change in
Stake
CW
4026
Cook Wealth
North Carolina
$629K -$45.6K -301 -7%
AFWM
4027
AMJ Financial Wealth Management
Virginia
$628K -$4M -26,404 -85%
CAM
4028
CenterStar Asset Management
Illinois
$626K – – –
LAS
4029
Lloyd Advisory Services
Georgia
$625K +$214K +1,414 +45%
DTIM
4030
Danda Trouve Investment Management
Kansas
$623K -$14.8K -98 -2%
PAIM
4031
Punch & Associates Investment Management
Minnesota
$622K +$235K +1,551 +52%
HF
4032
Halpern Financial
Virginia
$622K +$14.5K +96 +2%
AWA
4033
Aquire Wealth Advisors
Utah
$621K -$2.42K -16 -0.4%
FW
4034
FirstPurpose Wealth
Utah
$621K +$31.3K +207 +5%
JFG
4035
JMG Financial Group
Illinois
$619K +$473K +3,124 +222%
VEA
4036
Virtus ETF Advisers
New York
$618K +$685K +4,522 New
PWG
4037
Private Wealth Group
Florida
$612K +$34.7K +229 +5%
HWM
4038
Heirloom Wealth Management
Colorado
$607K +$271K +1,789 +95%
NP
4039
Ninepoint Partners
Ontario, Canada
$602K +$23.5K +155 +4%
AI
4040
Atom Investors
Texas
$602K +$666K +4,401 New
CFM
4041
Capricorn Fund Managers
United Kingdom
$602K +$667K +4,402 New
RI
4042
Ridgewood Investments
New Jersey
$598K -$57.5K -380 -8%
BWM
4043
Boyd Wealth Management
California
$597K +$108K +716 +20%
TAIM
4044
TD Ameritrade Investment Management
Nebraska
$596K -$146K -964 -18%
CWA
4045
Cornerstone Wealth Advisors
Minnesota
$596K – – –
FCM
4046
Fairbanks Capital Management
California
$596K +$27.3K +180 +4%
FFIC
4047
First Fiduciary Investment Counsel
Ohio
$593K -$43.9K -290 -6%
MC
4048
Merlin Capital
Rhode Island
$593K – – –
AF
4049
AtlasMark Financial
Texas
$590K – – –
GC
4050
Gruss & Co
Florida
$588K -$9.09K -60 -1%
160 161
162
163 164