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Name Holding Trade Value Shares
Change 		Change in
Stake
CG
5326
Curat Global
New Hampshire
$456K +$2.47M +12,224 +629%
BHWM
5327
Bay Harbor Wealth Management
Maryland
$456K +$59.6K +295 +15%
FVCM
5328
F&V Capital Management
Florida
$454K – – –
PWM
5329
Peterson Wealth Management
Nevada
$454K -$1.65M -8,155 -79%
RWS
5330
Retirement Wealth Solutions
Wisconsin
$452K +$15.8K +78 +4%
PM
5331
Pembroke Management
Quebec, Canada
$451K +$259K +1,282 +140%
CWI
5332
Conscious Wealth Investments
Florida
$450K – – –
SA
5333
swisspartners Advisors
Switzerland
$448K – – –
FAG
5334
Financial Architects (Georgia)
Georgia
$448K -$26.3K -130 -6%
BCM
5335
Brooktree Capital Management
Michigan
$446K -$198K -978 -31%
RAM
5336
Readystate Asset Management
Illinois
$445K -$1.57M -7,753 -78%
DP
5337
Dundas Partners
United Kingdom
$444K -$24.3M -120,310 -98%
ECA
5338
Elevation Capital Advisory
Oregon
$444K +$437K +2,166 New
DC
5339
Dahring Cusmano
Michigan
$444K +$1.62K +8 +0.4%
RWP
5340
Ridgeline Wealth Planning
Ohio
$443K +$66.8K +331 +18%
ACM
5341
Arlington Capital Management
Illinois
$441K -$10.5K -52 -2%
CWM
5342
Cadence Wealth Management
Massachusetts
$440K -$18.6K -92 -4%
GAA
5343
Green Alpha Advisors
Colorado
$439K -$34.1K -169 -7%
APW
5344
Atlantic Private Wealth
North Carolina
$439K -$20K -99 -4%
BCMIO
5345
Beacon Capital Management Inc (Ohio)
Ohio
$437K – – –
NFP
5346
NorthLanding Financial Partners
New York
$436K +$404 +2 +0.1%
NI
5347
NFC Investments
Tennessee
$431K +$202 +1 +0%
CCI
5348
Credit Capital Investments
New Jersey
$431K +$424K +2,100 New
SFM
5349
Stack Financial Management
Montana
$430K -$9.09K -45 -2%
NHFG
5350
New Harbor Financial Group
Massachusetts
$421K -$5.05K -25 -1%
212 213
214
215 216