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Name Holding Trade Value Shares
Change 		Change in
Stake
LBWM
5251
Left Brain Wealth Management
Illinois
$628K -$20.9K -90 -3%
DCBT
5252
Dakota Community Bank & Trust
North Dakota
$626K – – –
CCM
5253
Coerente Capital Management
Ontario, Canada
$624K -$10.4K -45 -2%
KBG
5254
Kahn Brothers Group
New York
$620K – – –
TPW
5255
TL Private Wealth
Texas
$618K +$232 +1 +0%
LEFP
5256
Leading Edge Financial Planning
Tennessee
$617K +$48K +207 +8%
IDBONY
5257
Israel Discount Bank of New York
New York
$615K -$320K -1,383 -33%
CA
5258
Corrado Advisors
New Jersey
$613K +$93.4K +403 +17%
VP
5259
Verisail Partners
Georgia
$611K -$9.04K -39 -1%
MIS
5260
Morningstar Investment Services
Illinois
$610K -$268K -1,155 -30%
MWA
5261
Martel Wealth Advisors
Washington
$609K – – –
TCTWM
5262
Three Cord True Wealth Management
Pennsylvania
$606K +$19.7K +85 +3%
FIG
5263
FSA Investment Group
Florida
$602K +$136K +588 +28%
OR
5264
Olympiad Research
Connecticut
$602K +$628K +2,709 New
SC
5265
Schoolcraft Capital
Colorado
$601K +$117K +505 +23%
GC
5266
Gruss & Co
Florida
$600K -$463K -2,000 -43%
BOTPPF
5267
Board of the Pension Protection Fund
United Kingdom
$600K -$209K -900 -25%
SI
5268
Severin Investments
Missouri
$599K -$42.2K -182 -6%
LCM
5269
Lunt Capital Management
Utah
$599K – – –
AFA
5270
Alpha Financial Advisors
North Carolina
$598K +$13K +56 +2%
Q1WB
5271
Quest 10 Wealth Builders
Virginia
$597K -$104K -447 -14%
CFG
5272
Cornerstone Financial Group
Nebraska
$596K -$92.4K -399 -12%
KV
5273
Kickstand Ventures
New York
$595K +$173K +746 +39%
RC
5274
RBO & Co
California
$593K -$15.7M -67,894 -96%
NPAN
5275
Northeast Planning Associates NH
New Hampshire
$590K -$6.95K -30 -1%
209 210
211
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