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Name Holding Trade Value Shares
Change 		Change in
Stake
KFP
4651
Keener Financial Planning
Texas
$1.03M -$216K -968 -18%
GF
4652
Gimbal Financial
Indiana
$1.03M -$6.48K -29 -0.6%
LFASL
4653
Lugano Financial Advisors SA (LFA)
Switzerland
$1.02M +$27.5K +123 +3%
UI
4654
Unconventional Investor
New Hampshire
$1.02M +$61.4K +275 +7%
SAMC
4655
Spectrum Asset Management (California)
California
$1.02M +$4.47K +20 +0.5%
FFW
4656
Fusion Family Wealth
New York
$1.01M +$71K +318 +8%
BP
4657
BCK Partners
New York
$1.01M -$23.2K -104 -2%
SCM
4658
Stordahl Capital Management
Colorado
$1.01M -$6.7K -30 -0.7%
WFC
4659
Western Financial Corp
California
$1.01M -$81.1K -363 -8%
SWP
4660
Significant Wealth Partners
Illinois
$1M +$193K +866 +25%
ACM
4661
Altrius Capital Management
North Carolina
$1M +$64.3K +288 +7%
VBA
4662
von Borstel & Associates
Oregon
$997K +$956K +4,282 New
ACM
4663
Ashford Capital Management
Delaware
$996K +$54.7K +245 +6%
PCM
4664
Passive Capital Management
Maryland
$994K +$4.69K +21 +0.5%
EFN
4665
Equita Financial Network
Pennsylvania
$993K -$118K -530 -11%
GCM
4666
Graham Capital Management
Connecticut
$986K +$945K +4,231 New
IDBONY
4667
Israel Discount Bank of New York
New York
$984K -$99.2K -444 -10%
SPWM
4668
Straight Path Wealth Management
Michigan
$981K +$6.25K +28 +0.7%
SA
4669
SRN Advisors
Pennsylvania
$978K -$34.8K -156 -4%
LIWM
4670
Long Island Wealth Management
New York
$975K -$29K -130 -3%
OKSA
4671
O'Keefe Stevens Advisory
New York
$971K +$308K +1,380 +49%
SAIG
4672
Semper Augustus Investments Group
Colorado
$965K -$1.9M -8,510 -67%
HA
4673
HFG Advisors
Ohio
$960K – – –
PM
4674
Penbrook Management
New York
$956K – – –
RP
4675
Regal Partners
Australia
$955K – – –
185 186
187
188 189