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Name Holding Trade Value Shares
Change 		Change in
Stake
LW
5376
Lauer Wealth
Indiana
$606K -$46.7K -198 -8%
BWA
5377
Bestgate Wealth Advisors
Maryland
$606K +$570K +2,420 New
HIA
5378
Harvest Investment Advisors
Florida
$603K -$291K -1,236 -34%
MS
5379
Mizuho Securities
Japan
$603K +$344K +1,460 +157%
DC
5380
Dahring Cusmano
Michigan
$603K +$567K +2,406 New
FCM
5381
Fairholme Capital Management
Florida
$601K – – –
OFO
5382
OneAscent Family Office
Alabama
$600K +$564K +2,395 New
GSC
5383
Ground Swell Capital
South Carolina
$600K -$1.43M -6,085 -72%
AC
5384
AIFG Consultants
New York
$598K -$43.4K -184 -7%
LF
5385
LifePlan Financial
Minnesota
$598K -$30.9K -131 -5%
NWA
5386
Navis Wealth Advisors
New York
$598K +$14.4K +61 +3%
VI
5387
Versor Investments
New York
$597K +$562K +2,384 New
RC
5388
Randolph Company
Ohio
$592K -$10.8K -46 -2%
CA
5389
Corrado Advisors
New Jersey
$590K -$56.3K -239 -9%
SSF
5390
Southern Style Financial
California
$588K +$553K +2,345 New
ACM
5391
Arlington Capital Management
Illinois
$586K -$38.9K -165 -7%
JPT
5392
Jordan Park Trust
New Hampshire
$584K +$550K +2,334 New
VWA
5393
VERITY Wealth Advisors
United States
$580K – – –
ACM
5394
Absolute Capital Management
Pennsylvania
$580K -$25.5K -108 -4%
SC
5395
Scholtz & Company
Connecticut
$578K -$269K -1,143 -33%
KA
5396
Keene & Associates
Texas
$574K +$40.5K +172 +8%
LFG
5397
Leverty Financial Group
Wisconsin
$568K -$82.5K -350 -13%
GWM
5398
Global Wealth Management
New Jersey
$564K +$471 +2 +0.1%
IWM
5399
Inlight Wealth Management
Georgia
$563K +$530K +2,249 New
SPA
5400
Sherbrooke Park Advisers
New York
$559K +$109K +462 +26%
214 215
216
217 218