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Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
4751
Luminvest Wealth Management
Arizona
$798K +$483K +2,589 +222%
CJ
4752
Caitlin John
Michigan
$798K +$194K +1,038 +38%
HF
4753
Halpern Financial
Virginia
$796K -$104K -556 -13%
KTA
4754
Keeley-Teton Advisors
Illinois
$796K -$49K -263 -7%
RBC
4755
Roble Belko & Company
Pennsylvania
$796K +$2.05K +11 +0.3%
PWG
4756
Private Wealth Group
Florida
$794K -$3.17K -17 -0.4%
WRM
4757
Weybosset Research & Management
Rhode Island
$793K -$41.8K -224 -6%
CFG
4758
CMC Financial Group
Georgia
$792K -$366K -1,961 -34%
AI
4759
Arrien Investments
Idaho
$789K +$32.4K +174 +5%
SPAS
4760
Spectrum Planning & Advisory Services
California
$787K +$686K +3,676 New
TFP
4761
Traction Financial Partners
Wyoming
$785K -$24.2K -130 -4%
PWM
4762
Proathlete Wealth Management
Florida
$783K +$8.39K +45 +1%
FIS
4763
Fischer Investment Strategies
California
$781K +$75.2K +403 +12%
GCM
4764
Greenland Capital Management
New York
$781K +$691K +3,707 New
EWA
4765
Emergent Wealth Advisors
New York
$773K +$71.1K +381 +13%
EI
4766
Ecofi Investissements
France
$773K +$681K +3,650 New
CW
4767
Cooksen Wealth
Texas
$773K – – –
JWM
4768
JFG Wealth Management
Colorado
$770K -$108K -578 -14%
LG
4769
LAM Group
Oregon
$769K +$10.6K +57 +2%
TWCA
4770
Two West Capital Advisors
Kansas
$769K +$681K +3,650 New
BC
4771
BIT Capital
Germany
$768K +$680K +3,648 New
WG
4772
Watchman Group
Texas
$765K -$15.3K -82 -2%
WIC
4773
Whitegate Investment Counselors
New Hampshire
$758K +$52.8K +283 +9%
PM
4774
Phraction Management
Connecticut
$758K +$186 +1 +0%
SFMG
4775
Sage Financial Management Group
Virginia
$754K -$12.9K -69 -2%
189 190
191
192 193