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Name Holding Trade Value Shares
Change 		Change in
Stake
LIWM
4701
Long Island Wealth Management
New York
$908K +$57.3K +307 +8%
SWM
4702
Sagace Wealth Management
Florida
$901K +$751K +4,025 New
TB
4703
Treynor Bancshares
Iowa
$900K -$784K -4,203 -50%
DPW
4704
DiNuzzo Private Wealth
Pennsylvania
$898K +$42.9K +230 +6%
LFASL
4705
Lugano Financial Advisors SA (LFA)
Switzerland
$896K +$67.1K +360 +9%
PCM
4706
Passive Capital Management
Maryland
$894K +$273K +1,462 +53%
HFS
4707
Hoge Financial Services
Pennsylvania
$888K +$254K +1,361 +48%
HPA
4708
High Probability Advisors
New York
$885K +$373 +2 +0%
FP
4709
Foundry Partners
Minnesota
$884K – – –
SPWM
4710
Straight Path Wealth Management
Michigan
$881K -$41K -220 -5%
GPW
4711
Gentry Private Wealth
Kansas
$876K +$776K +4,161 New
RA
4712
Regis Acquisition
Colorado
$874K – – –
DP
4713
Denver PWM
Colorado
$874K -$42.1K -226 -5%
HA
4714
HFG Advisors
Ohio
$868K – – –
PM
4715
Penbrook Management
New York
$864K -$124K -666 -14%
RP
4716
Regal Partners
Australia
$864K +$765K +4,100 New
UI
4717
Unconventional Investor
New Hampshire
$863K -$118K -632 -13%
TWA
4718
Trellis Wealth Advisors
California
$861K – – –
KGC
4719
Kennon-Green & Company
Ohio
$861K +$932 +5 +0.1%
HWM
4720
Horizons Wealth Management
North Carolina
$858K -$63.2K -339 -8%
CF
4721
Cyr Financial
Illinois
$857K +$759K +4,070 New
EMAM
4722
Encompass More Asset Management
California
$856K +$14.7K +79 +2%
NHFG
4723
New Harbor Financial Group
Massachusetts
$853K +$294K +1,577 +64%
SFP
4724
Strategic Financial Partners
Oregon
$852K +$3.17K +17 +0.4%
UA
4725
Unison Advisors
District of Columbia
$852K +$186 +1 +0%
187 188
189
190 191