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Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
5301
KMT Wealth Management
California
$585K -$67.8K -300 -12%
RWS
5302
Retirement Wealth Solutions
Wisconsin
$584K +$20.6K +91 +4%
CWM
5303
Capital Wealth Management
Rhode Island
$583K -$56.7K -251 -10%
JPT
5304
Jordan Park Trust
New Hampshire
$578K -$7.23K -32 -1%
VFO
5305
Virtus Family Office
Texas
$576K +$277K +1,227 +118%
SIA
5306
Stegner Investment Associates
Kentucky
$575K -$89K -394 -15%
IWM
5307
Inlight Wealth Management
Georgia
$573K +$226 +1 +0%
AI
5308
AdvisorShares Investments
Maryland
$572K -$6.33K -28 -1%
BAM
5309
Beaumont Asset Management
Texas
$571K -$5.65K -25 -1%
PWM
5310
Pacific Wealth Management
California
$567K +$146K +646 +41%
LI
5311
Louisbourg Investments
New Brunswick, Canada
$565K – – –
FSA
5312
Financial Services Advisory
Maryland
$564K +$131K +581 +36%
PWM
5313
Peterson Wealth Management
Nevada
$563K – – –
MGCM
5314
Mane Global Capital Management
New York
$563K +$499K +2,210 New
SA
5315
swisspartners Advisors
Switzerland
$558K – – –
WS
5316
Wela Strategies
Georgia
$556K -$33.2K -147 -6%
LWM
5317
Luminvest Wealth Management
Arizona
$554K -$53.5K -237 -10%
BCM
5318
Brooktree Capital Management
Michigan
$554K – – –
CI
5319
Cavalier Investments
Georgia
$554K +$28K +124 +4%
BWMG
5320
Bannerman Wealth Management Group
Texas
$552K +$79.7K +353 +19%
CG
5321
Curat Global
New Hampshire
$552K -$2.71M -12,000 -85%
GRR
5322
Golden Reserve Retirement
Ohio
$549K +$451K +1,998 New
SB
5323
Semitam Bonam
New York
$549K -$52K -230 -10%
CWM
5324
Cadence Wealth Management
Massachusetts
$547K – – –
ACM
5325
Arlington Capital Management
Illinois
$543K -$4.07K -18 -0.8%
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213
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