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Name Holding Trade Value Shares
Change 		Change in
Stake
TFP
5376
Triune Financial Partners
Kansas
$433K +$224K +969 +99%
CG
5377
Curat Global
New Hampshire
$432K +$450K +1,944 New
SA
5378
swisspartners Advisors
Switzerland
$430K – – –
BHWM
5379
Bay Harbor Wealth Management
Maryland
$428K +$117K +506 +36%
CWP
5380
Corepath Wealth Partners
Arizona
$428K -$232 -1 -0%
MFG
5381
Marmo Financial Group
Tennessee
$426K -$22.9K -99 -5%
DTL
5382
Dynamic Technology Lab
Singapore
$425K -$1.29M -5,575 -74%
CWI
5383
Conscious Wealth Investments
Florida
$422K +$463 +2 +0.1%
HHRDM
5384
H&H Retirement Design & Management
Nevada
$422K +$1.39K +6 +0.3%
WAM
5385
Weiss Asset Management
Massachusetts
$421K +$439K +1,897 New
DC
5386
Dorval Corp
Minnesota
$421K – – –
CWA
5387
Continuum Wealth Advisors
New York
$419K -$59.1K -255 -12%
MGCM
5388
Mane Global Capital Management
New York
$419K +$133K +573 +44%
LRWM
5389
Lord & Richards Wealth Management
Colorado
$419K -$399K -1,721 -48%
DJFS
5390
Dean Jacobson Financial Services
Texas
$416K -$32.9K -142 -7%
HWP
5391
Hibernia Wealth Partners
Louisiana
$415K -$65.3K -282 -13%
BI
5392
BFI Infinity
Switzerland
$413K -$46.3K -200 -10%
MAP
5393
Moody Aldrich Partners
Massachusetts
$408K +$426K +1,837 New
IIM
5394
Ironwood Investment Management
Massachusetts
$408K – – –
WLG
5395
Williamson Legacy Group
Indiana
$406K -$1.62K -7 -0.4%
RWP
5396
Ridgeline Wealth Planning
Ohio
$406K +$190K +822 +82%
BF
5397
Brooklyn FI
New York
$406K +$114K +491 +37%
FWM
5398
FLP Wealth Management
Arkansas
$405K +$26.6K +115 +7%
SC
5399
Scholtz & Company
Connecticut
$404K -$113K -487 -21%
KP
5400
Kitching Partners
Pennsylvania
$404K – – –
214 215
216
217 218