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Name Holding Trade Value Shares
Change 		Change in
Stake
LW
5326
Lauer Wealth
Indiana
$511K – – –
PWA
5327
Principia Wealth Advisory
Texas
$511K -$4.87K -21 -0.8%
BPWM
5328
Black Point Wealth Management
Florida
$505K -$786K -3,392 -60%
BAM
5329
Beaumont Asset Management
Texas
$503K +$70.9K +306 +16%
GWM
5330
Global Wealth Management
New Jersey
$501K +$695 +3 +0.1%
IWM
5331
Inlight Wealth Management
Georgia
$500K +$463 +2 +0.1%
A
5332
AlphaQuest
New York
$499K +$519K +2,240 +37,333%
APW
5333
Atlantic Private Wealth
North Carolina
$497K +$34.8K +150 +7%
CWM
5334
Cadence Wealth Management
Massachusetts
$497K -$150K -648 -22%
FVCM
5335
F&V Capital Management
Florida
$492K +$199K +860 +63%
ACM
5336
Arlington Capital Management
Illinois
$489K -$31.3K -135 -6%
LI
5337
Louisbourg Investments
New Brunswick, Canada
$485K -$69.5K -300 -10%
TFP
5338
TrueWealth Financial Partners
Washington
$483K -$703K -3,034 -58%
FSA
5339
Financial Services Advisory
Maryland
$479K +$499K +2,156 New
DC
5340
Dahring Cusmano
Michigan
$479K -$58.1K -251 -10%
BRIA
5341
Balanced Rock Investment Advisors
Massachusetts
$478K +$695 +3 +0.1%
LFG
5342
Leverty Financial Group
Wisconsin
$476K -$29.9K -129 -6%
SFM
5343
Stack Financial Management
Montana
$476K +$27.8K +120 +6%
SPA
5344
Sherbrooke Park Advisers
New York
$474K -$22.5K -97 -4%
EMCIP
5345
Ewing Morris & Co Investment Partners
Ontario, Canada
$473K -$2.56M -11,037 -88%
NFP
5346
NorthLanding Financial Partners
New York
$472K +$463 +2 +0.1%
RWS
5347
Retirement Wealth Solutions
Wisconsin
$472K +$117K +505 +31%
HIA
5348
Harvest Investment Advisors
Florida
$470K -$67K -289 -12%
NI
5349
NFC Investments
Tennessee
$467K – – –
TWCA
5350
Two West Capital Advisors
Kansas
$466K -$390K -1,685 -42%
212 213
214
215 216