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Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
5626
Lunt Capital Management
Utah
$726K – – –
WGS
5627
Washington Growth Strategies
District of Columbia
$726K +$1.3K +5 +0.2%
MWM
5628
Magnolia Wealth Management
Alabama
$723K -$1.82K -7 -0.2%
IW
5629
Imprint Wealth
South Carolina
$722K -$158K -609 -18%
PIM
5630
Provident Investment Management
Michigan
$721K +$260 +1 +0%
TFP
5631
Townsend Financial Planning
Kentucky
$719K – – –
AWM
5632
Altus Wealth Management
Kentucky
$718K -$210K -805 -22%
TIA
5633
Tandem Investment Advisors
South Carolina
$716K -$178K -683 -19%
HWM
5634
Horizons Wealth Management
North Carolina
$716K – – –
OM
5635
OV Management
Minnesota
$715K -$3.81M -14,630 -84%
RWM
5636
Rolek Wealth Management
Pennsylvania
$712K -$24.7K -95 -3%
RWA
5637
Resolute Wealth Advisor
Ohio
$711K +$729K +2,803 New
SIA
5638
Stegner Investment Associates
Kentucky
$711K +$173K +666 +31%
ACM
5639
American Capital Management
New York
$711K – – –
LKIM
5640
Lawson Kroeker Investment Management
Nebraska
$711K – – –
GCS
5641
Gordian Capital (Singapore)
Singapore
$707K -$215K -825 -23%
MCFP
5642
Mallini Complete Financial Planning
Florida
$706K – – –
TCTWM
5643
Three Cord True Wealth Management
Pennsylvania
$706K +$21.3K +82 +3%
NPAN
5644
Northeast Planning Associates NH
New Hampshire
$706K -$38.8K -149 -5%
SR
5645
Swiss Re
Switzerland
$705K – – –
SC
5646
Shearwater Capital
Colorado
$705K +$187K +717 +35%
FF
5647
Fluent Financial
Texas
$703K -$194K -747 -22%
SWM
5648
Schwallier Wealth Management
Michigan
$702K -$158K -606 -18%
BFA
5649
Bluestem Financial Advisors
Illinois
$701K -$48.1K -185 -6%
MWA
5650
Merkkuri Wealth Advisors
New York
$700K +$260 +1 +0%
224 225
226
227 228