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Name Holding Trade Value Shares
Change 		Change in
Stake
MC
5551
Matters Capital
Florida
$884K +$872K +3,250 New
LF
5552
LifePlan Financial
Minnesota
$882K -$21.7K -81 -2%
TVM
5553
True Vision MN
Minnesota
$882K +$23.4K +87 +3%
MAM
5554
McCarthy Asset Management
California
$881K -$17.4K -65 -2%
CA
5555
Corrado Advisors
New Jersey
$878K -$30.1K -112 -3%
BAM
5556
Burkett Asset Management
$878K +$867K +3,229 New
IC
5557
Iconiq Capital
California
$875K -$1.1M -4,108 -56%
SWM
5558
Schwallier Wealth Management
Michigan
$875K -$140K -523 -13%
MAWAG
5559
Mid-American Wealth Advisory Group
Missouri
$874K +$132K +493 +18%
RWM
5560
Refined Wealth Management
Utah
$873K +$96.9K +361 +13%
CRA
5561
Clear Retirement Advice
California
$870K +$845K +3,147 New
ACM
5562
Absolute Capital Management
Pennsylvania
$868K +$64.7K +241 +8%
GFA
5563
Grunden Financial Advisory
Texas
$868K -$282K -1,049 -25%
MCP
5564
Martin Capital Partners
Oregon
$868K +$268 +1 +0%
HHMI
5565
Howard Hughes Medical Institute
Maryland
$866K -$1.07K -4 -0.1%
PC
5566
Prairiewood Capital
North Dakota
$865K -$51.3K -191 -6%
SWM
5567
StoneCrest Wealth Management
Arizona
$865K -$5.37K -20 -0.6%
QHA
5568
Quarry Hill Advisors
Minnesota
$864K +$150K +557 +21%
BSWM
5569
Boston Standard Wealth Management
Massachusetts
$861K -$11.5K -43 -1%
PCM
5570
Praxis Capital Management
Illinois
$861K +$850K +3,166 New
GFA
5571
Godfrey Financial Associates
New York
$860K +$849K +3,163 New
IPS
5572
Investors Portfolio Services
Washington
$855K +$845K +3,147 New
CCM
5573
Charter Capital Management
Wisconsin
$849K -$14.8K -55 -2%
IMA
5574
Investment Management Associates
Colorado
$848K +$837K +3,119 New
CEI
5575
Clark Estates Inc
New York
$846K – – –
221 222
223
224 225