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Name Holding Trade Value Shares
Change 		Change in
Stake
3AM
4251
3EDGE Asset Management
Florida
$235K +$267K +1,700 New
SFG
4252
Socha Financial Group
New York
$235K +$314 +2 +0.1%
GBA
4253
Garrison Bradford & Associates
New York
$233K +$265K +1,688 New
SWA
4254
Sightline Wealth Advisors
Connecticut
$232K – – –
CCM
4255
CAAS Capital Management
New York
$228K -$157K -1,000 -38%
LCWP
4256
Legacy Capital Wealth Partners
Arkansas
$228K +$314 +2 +0.1%
WFS
4257
Weitzel Financial Services
Iowa
$227K – – –
CM
4258
Cornerstone Management
Georgia
$226K – – –
ARI
4259
Applied Research Investments
Delaware
$223K -$761K -4,846 -75%
CIA
4260
Citadel Investment Advisory
Ohio
$221K – – –
SH
4261
Svenska Handelsbanken
Sweden
$221K – – –
PWM
4262
Pacific Wealth Management
California
$218K -$7.38K -47 -3%
SFS
4263
Starfox Financial Services
Texas
$216K +$10.4K +66 +4%
FLA
4264
Financial Life Advisors
Texas
$215K -$12.7K -81 -5%
RA
4265
Resolute Advisors
California
$215K – – –
RBC
4266
Rye Brook Capital
Connecticut
$213K -$161K -1,025 -40%
CCMU
4267
Cheyne Capital Management (UK)
United Kingdom
$212K +$43.2K +275 New
FEM
4268
Fulcrum Equity Management
Texas
$211K +$157 +1 +0.1%
CF
4269
Convergence Financial
Missouri
$210K +$239K +1,522 New
HC
4270
Hoese & Co
Minnesota
$210K +$19.3K +123 +9%
HGWM
4271
Harvest Group Wealth Management
Massachusetts
$209K -$942 -6 -0.4%
MG
4272
MilWealth Group
Wisconsin
$207K – – –
OCM
4273
Octahedron Capital Management
California
$207K – – –
PIC
4274
Platt Investment Counsel
Florida
$206K – – –
SC
4275
Shearwater Capital
Colorado
$205K – – –
169 170
171
172 173