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Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
5151
McCarthy Asset Management
California
$680K -$35.3K -175 -5%
OAP
5152
One Advisory Partners
Kansas
$680K +$366K +1,811 +133%
HHRDM
5153
H&H Retirement Design & Management
Nevada
$677K +$202K +1,001 +46%
SIM
5154
Sims Investment Management
Ohio
$677K +$808 +4 +0.1%
SW
5155
Schulz Wealth
Texas
$674K +$1.62K +8 +0.2%
WCM
5156
WealthTrak Capital Management
Virginia
$673K -$1.82K -9 -0.3%
DFA
5157
DHK Financial Advisors
New Hampshire
$672K -$4.24K -21 -0.6%
CC
5158
Capstone Capital
Nevada
$671K -$43.8K -217 -6%
SGI
5159
Swan Global Investments
Colorado
$671K +$133K +660 +25%
IPA
5160
Investment Planning Advisors
Georgia
$670K +$82.4K +408 +14%
MLRA
5161
Main Line Retirement Advisors
Montana
$669K -$6.87K -34 -1%
CC
5162
Citrine Capital
California
$669K +$12.5K +62 +2%
AAM
5163
Ameraudi Asset Management
New York
$668K – – –
SRCM
5164
Signature Resources Capital Management
California
$664K +$52.5K +260 +9%
SA
5165
SRN Advisors
Pennsylvania
$663K +$36.1K +179 +6%
HHMI
5166
Howard Hughes Medical Institute
Maryland
$663K +$653K +3,232 New
PWH
5167
Priebe Wealth Holdings
Minnesota
$663K -$645K -3,193 -50%
TFP
5168
Traction Financial Partners
Wyoming
$661K +$61.6K +305 +10%
RA
5169
Resolute Advisors
California
$661K +$151K +750 +30%
HWM
5170
Horizons Wealth Management
North Carolina
$660K -$45.2K -224 -7%
TFG
5171
Team Financial Group
California
$660K -$106K -526 -14%
BC
5172
Barnett & Company
Tennessee
$660K -$183K -907 -22%
CI
5173
Cavalier Investments
Georgia
$656K -$9.29K -46 -1%
ACM
5174
Anfield Capital Management
California
$655K +$1.01K +5 +0.2%
SCA
5175
Stuart Chaussee & Associates
California
$655K +$20.2K +100 +3%
205 206
207
208 209