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Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
5276
Cravens & Co Advisors
Tennessee
$806K -$9.19K -39 -1%
LWM
5277
Level Wealth Management
North Carolina
$801K +$754K +3,200 New
CC
5278
Citrine Capital
California
$801K +$754K +3,198 New
EI
5279
Ecofi Investissements
France
$800K -$47.1K -200 -5%
ACM
5280
Anfield Capital Management
California
$800K -$101K -427 -12%
OA
5281
Oceanside Advisors
South Carolina
$799K +$116K +493 +18%
JFGLC
5282
Johnson Financial Group LLC (Colorado)
Colorado
$792K -$34.6K -147 -4%
GCWM
5283
Graham Capital Wealth Management
District of Columbia
$789K – – –
SA
5284
SRN Advisors
Pennsylvania
$788K -$248K -1,051 -25%
SCA
5285
Stuart Chaussee & Associates
California
$785K +$67.6K +287 +10%
Q1WB
5286
Quest 10 Wealth Builders
Virginia
$785K +$739K +3,134 New
AI
5287
Arrien Investments
Idaho
$785K -$35.1K -149 -4%
CEI
5288
Clark Estates Inc
New York
$779K – – –
BFA
5289
Bluestem Financial Advisors
Illinois
$777K +$22.2K +94 +3%
WSFG
5290
Wall Street Financial Group
Illinois
$777K +$166K +704 +29%
LIS
5291
Legacy Investment Solutions
Idaho
$776K +$18.1K +77 +2%
LWMI
5292
Legacy Wealth Management (Idaho)
Idaho
$776K +$18.1K +77 +2%
WG
5293
Watchman Group
Texas
$772K -$125K -532 -15%
MWM
5294
Magnolia Wealth Management
Alabama
$770K -$1.41K -6 -0.2%
BAM
5295
Boyar Asset Management
New York
$769K – – –
FF
5296
Financial Futures
New Jersey
$769K -$42.7K -181 -6%
CFG
5297
Copley Financial Group
California
$768K -$32.3K -137 -4%
QHA
5298
Quarry Hill Advisors
Minnesota
$767K – – –
TWM
5299
Tanglewood Wealth Management
Texas
$765K +$156K +663 +28%
GG
5300
Gleason Group
Kentucky
$765K -$183K -776 -20%
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212
213 214