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Name Holding Trade Value Shares
Change 		Change in
Stake
FF
5101
Financial Futures
New Jersey
$729K +$83.8K +415 +13%
EA
5102
Evergreen Advisors
Tennessee
$727K +$13.5K +67 +2%
PFA
5103
Petra Financial Advisors
Colorado
$724K +$74.9K +371 +12%
TBC
5104
Ted Buchan & Co
California
$723K -$83K -411 -10%
DB
5105
Dravo Bay
Delaware
$722K -$1.21K -6 -0.2%
GCM
5106
Glaxis Capital Management
Florida
$722K +$711K +3,520 New
HWA
5107
Heritage Wealth Architects
Minnesota
$722K +$296K +1,465 +71%
SFMG
5108
Sage Financial Management Group
Virginia
$721K – – –
SNWA
5109
Siligmueller & Norvid Wealth Advisors
Illinois
$720K -$30.1K -149 -4%
HCRE
5110
Hoya Capital Real Estate
Connecticut
$718K – – –
PM
5111
Phraction Management
Connecticut
$718K – – –
SBCM
5112
Silverberg Bernstein Capital Management
New York
$718K – – –
BAM
5113
BOCHK Asset Management
Hong Kong
$718K +$707K +3,500 New
AIM
5114
Aigen Investment Management
New York
$715K +$704K +3,486 New
VPI
5115
Value Partners Investments
Manitoba, Canada
$715K +$33.7K +167 +5%
SPWM
5116
Straight Path Wealth Management
Michigan
$715K +$3.84K +19 +0.5%
SWM
5117
StoneCrest Wealth Management
Arizona
$715K -$77.8K -385 -10%
SS
5118
Sound Stewardship
Kansas
$713K +$202 +1 +0%
PI
5119
Pachira Investments
California
$713K -$73.1K -362 -9%
WH
5120
Whitcomb & Hess
Ohio
$713K – – –
RWA
5121
Resolute Wealth Advisor
Ohio
$711K +$566K +2,803 New
BSWM
5122
Boston Standard Wealth Management
Massachusetts
$710K -$109K -538 -13%
LG
5123
LAM Group
Oregon
$709K -$5.45K -27 -0.8%
CCM
5124
Cambridge Capital Management
Illinois
$708K -$10.9K -54 -2%
LF
5125
LifePlan Financial
Minnesota
$706K +$218K +1,077 +46%
203 204
205
206 207