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Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
4851
American Asset Management
Florida
$613K -$13.2K -71 -2%
DWS
4852
Dynamic Wealth Strategies
California
$610K +$1.49K +8 +0.3%
RWM
4853
Rezny Wealth Management
Florida
$610K +$11.6K +62 +2%
CWM
4854
Capital Wealth Management
Rhode Island
$610K +$266K +1,424 +97%
CCM
4855
Coerente Capital Management
Ontario, Canada
$609K +$65.3K +350 +14%
CWM
4856
Cadence Wealth Management
Massachusetts
$606K – – –
LW
4857
Lauer Wealth
Indiana
$604K -$16.4K -88 -3%
LFG
4858
Leverty Financial Group
Wisconsin
$601K -$261K -1,400 -33%
SCA
4859
Stuart Chaussee & Associates
California
$600K +$16.4K +88 +3%
VI
4860
VanderPol Investments
Michigan
$600K -$45.9K -246 -8%
AFO
4861
Allie Family Office
Florida
$596K +$528K +2,831 New
DC
4862
Darrow Company
Massachusetts
$596K -$20.1K -108 -4%
SCM
4863
Semanteon Capital Management
Massachusetts
$596K +$528K +2,829 New
TLFA
4864
True Link Financial Advisors
California
$595K -$233K -1,250 -31%
LBWM
4865
Left Brain Wealth Management
Illinois
$593K – – –
CWP
4866
Corepath Wealth Partners
Arizona
$590K +$13.4K +72 +3%
EW
4867
Evoke Wealth
California
$590K -$44.7M -239,721 -99%
PFG
4868
Peterson Financial Group
Iowa
$589K +$27.6K +148 +6%
OKSA
4869
O'Keefe Stevens Advisory
New York
$587K – – –
AFA
4870
Atlas Financial Advisors
California
$586K -$45.9K -246 -8%
ARC
4871
Advisor Resource Council
Texas
$585K -$2.15M -11,504 -22%
CCAL
4872
City Center Advisors LLC
Michigan
$582K – – –
HAFS
4873
Hapanowicz & Associates Financial Services
Pennsylvania
$580K – – –
LCM
4874
Lunt Capital Management
Utah
$579K – – –
OA
4875
Oceanside Advisors
South Carolina
$578K -$19.4K -104 -4%
193 194
195
196 197