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Name Holding Trade Value Shares
Change 		Change in
Stake
MB
4826
Mizuho Bank
Japan
$652K +$22.3K +100 +4%
VI
4827
VanderPol Investments
Michigan
$649K -$14.1K -63 -2%
CWM
4828
Capital Wealth Management
Rhode Island
$647K -$26.6K -119 -4%
MWA
4829
Martel Wealth Advisors
Washington
$641K -$63.2K -283 -9%
LCM
4830
Lunt Capital Management
Utah
$640K – – –
ITB
4831
Idaho Trust Bank
Idaho
$637K – – –
FAG
4832
Financial Architects (Georgia)
Georgia
$633K -$104K -465 -15%
OA
4833
Oceanside Advisors
South Carolina
$629K -$10.5K -47 -2%
IPA
4834
Investment Planning Advisors
Georgia
$629K – – –
CWM
4835
Core Wealth Management
Florida
$625K – – –
LWP
4836
Laurel Wealth Planning
Minnesota
$625K -$268K -1,200 -31%
SWM
4837
Schwallier Wealth Management
Michigan
$624K +$18.5K +83 +3%
FPCG
4838
Forum Private Client Group
Indiana
$622K -$3.57K -16 -0.6%
TA
4839
TKG Advisors
Indiana
$620K -$12.7K -57 -2%
LEFP
4840
Leading Edge Financial Planning
Tennessee
$615K +$25.9K +116 +5%
TLFA
4841
True Link Financial Advisors
California
$613K -$42.7K -191 -7%
SIA
4842
Stegner Investment Associates
Kentucky
$611K -$5.14K -23 -0.9%
AAG
4843
Avalon Advisory Group
Pennsylvania
$611K – – –
LFG
4844
Leverty Financial Group
Wisconsin
$610K -$51.8K -232 -8%
DIS
4845
Diversified Investment Strategies
Louisiana
$609K – – –
PPW
4846
PACK Private Wealth
Minnesota
$608K -$20.1K -90 -3%
MA
4847
MAS Advisors
Florida
$608K -$21.9K -98 -4%
CWP
4848
Corepath Wealth Partners
Arizona
$606K +$6.7K +30 +1%
BCM
4849
Beddow Capital Management
Wyoming
$606K – – –
RL
4850
RPO LLC
Connecticut
$606K -$569K -2,550 -50%
192 193
194
195 196