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Name Holding Trade Value Shares
Change 		Change in
Stake
FIA
5601
FNY Investment Advisers
New York
$762K +$782K +3,003 New
CCAM
5602
Codex Capital Asset Management
Texas
$761K – – –
GCM
5603
Glaxis Capital Management
Florida
$761K – – –
WTG
5604
West Tower Group
Virginia
$761K +$390K +1,500 +100%
ACM
5605
Advent Capital Management
New York
$761K +$781K +3,000 New
PFO
5606
Pioneer Family Office
Florida
$761K -$406K -1,560 -34%
BWMG
5607
Bannerman Wealth Management Group
Texas
$755K +$134K +513 +21%
EPI
5608
Eddie Patel Inc
Illinois
$754K -$15.1K -58 -2%
LF
5609
LifePlan Financial
Minnesota
$754K -$71.3K -274 -8%
NWA
5610
Navis Wealth Advisors
New York
$752K -$148K -570 -16%
CC
5611
Capstone Capital
Nevada
$748K +$36.2K +139 +5%
BAM
5612
Blueshift Asset Management
New Jersey
$745K +$426K +1,638 +126%
CRFG
5613
Columbia River Financial Group
Washington
$741K +$251K +966 +49%
FOFP
5614
Fee-Only Financial Planning
South Carolina
$738K +$84.6K +325 +13%
FWM
5615
FSR Wealth Management
Illinois
$736K -$51.3K -197 -6%
AIM
5616
Avanda Investment Management
Singapore
$736K +$78.1K +300 +12%
RC
5617
Randolph Company
Ohio
$736K -$4.68K -18 -0.6%
ACM
5618
Ashford Capital Management
Delaware
$735K – – –
KWM
5619
KRM Wealth Management
Nevada
$735K +$76.5K +294 +11%
IWC
5620
Infinity Wealth Counsel
Ohio
$731K – – –
BHFP
5621
Blom & Howell Financial Planning
California
$730K -$20K -77 -3%
AI
5622
Arrien Investments
Idaho
$728K -$34.1K -131 -4%
BFA
5623
Bridgelight Financial Advisors
Connecticut
$728K +$34.6K +133 +5%
DCBT
5624
Dakota Community Bank & Trust
North Dakota
$726K -$160K -613 -18%
BCWM
5625
Ball & Co Wealth Management
Tennessee
$726K +$521 +2 +0.1%
223 224
225
226 227