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Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
4901
Buska Wealth Management
Wisconsin
$312K +$331K +1,821 New
AA
4902
AF Advisors
California
$308K -$182 -1 -0.1%
DC
4903
Dorval Corp
Minnesota
$307K – – –
SC
4904
Schiavi & Co
Delaware
$307K -$97.3K -535 -23%
HWA
4905
Hillcrest Wealth Advisors
New Jersey
$305K -$14.5K -80 -4%
PWM
4906
Pacific Wealth Management
California
$304K – – –
IA
4907
IFS Advisors
Kansas
$304K – – –
FWSM
4908
First Wilshire Securities Management
California
$301K – – –
DRS
4909
Deane Retirement Strategies
Louisiana
$292K – – –
IFU
4910
iSAM Funds (UK)
United Kingdom
$292K +$94.6K +520 +44%
MFG
4911
Marmo Financial Group
Tennessee
$288K +$110K +607 +57%
RCM
4912
Richardson Capital Management
Wisconsin
$288K +$259K +1,424 +558%
BTIM
4913
BancFirst Trust & Investment Management
Oklahoma
$287K -$130K -713 -30%
AIA
4914
Acute Investment Advisory
Arizona
$285K -$612K -3,364 -67%
FAM
4915
Frontier Asset Management
Wyoming
$284K -$279K -1,535 -48%
TPM
4916
Triasima Portfolio Management
Quebec, Canada
$280K -$449K -2,467 -60%
RWIA
4917
Roger Wittlin Investment Advisory
California
$277K +$294K +1,618 New
BF
4918
Brooklyn FI
New York
$276K +$6.18K +34 +2%
CIA
4919
Citadel Investment Advisory
Ohio
$274K – – –
AOG
4920
Alpha Omega Group
Virginia
$271K +$40K +220 +16%
FWM
4921
FMFE Wealth Management
New York
$270K – – –
DA
4922
DSC Advisors
Illinois
$268K +$58.2K +320 +26%
SP
4923
Systematic Portfolios
New York
$268K +$284K +1,564 New
RA
4924
Resolute Advisors
California
$267K – – –
AC
4925
AIFG Consultants
New York
$266K -$114K -625 -29%
195 196
197
198 199