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Name Holding Trade Value Shares
Change 		Change in
Stake
FG
5176
Fairman Group
Pennsylvania
$732K -$324K -1,399 -32%
SIM
5177
Sims Investment Management
Ohio
$732K +$495K +2,138 +185%
WCM
5178
WealthTrak Capital Management
Virginia
$731K -$170K -734 -18%
SW
5179
Schulz Wealth
Texas
$728K -$5.33K -23 -0.7%
TLFA
5180
True Link Financial Advisors
California
$728K +$145K +624 +24%
VH
5181
Visionary Horizons
Tennessee
$727K -$574K -2,479 -43%
WWA
5182
Wealth Watch Advisors
Colorado
$725K -$352K -1,520 -32%
IWM
5183
IMG Wealth Management
Florida
$724K -$1.16K -5 -0.2%
AAM
5184
Ameraudi Asset Management
New York
$724K – – –
JE
5185
JMAC Enterprises
Pennsylvania
$721K -$9.07M -39,152 -92%
FWM
5186
FSR Wealth Management
Illinois
$721K -$407K -1,757 -35%
CI
5187
Cavalier Investments
Georgia
$721K -$927 -4 -0.1%
EFMH
5188
E Fund Management (HK)
Hong Kong
$718K +$329K +1,421 +79%
HAM
5189
Hickory Asset Management
Ohio
$718K +$1.39K +6 +0.2%
SPAS
5190
Spectrum Planning & Advisory Services
California
$715K -$113K -489 -13%
PWM
5191
PMG Wealth Management
Illinois
$715K -$3.48K -15 -0.5%
AFS
5192
Axiom Financial Strategies
Indiana
$713K -$11.1K -48 -1%
AI
5193
Arrien Investments
Idaho
$712K -$22.7K -98 -3%
LWM
5194
Level Wealth Management
North Carolina
$711K +$232 +1 +0%
CC
5195
Citrine Capital
California
$710K – – –
ACM
5196
Anfield Capital Management
California
$708K -$1.85K -8 -0.3%
OA
5197
Oceanside Advisors
South Carolina
$706K -$3.01K -13 -0.4%
MLIC
5198
Mandatum Life Insurance Company
Finland
$705K -$33.6K -145 -4%
SWM
5199
Stark Wealth Management
Pennsylvania
$703K -$1.72M -7,420 -70%
RBC
5200
Roble Belko & Company
Pennsylvania
$703K -$176K -759 -19%
206 207
208
209 210