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Name Holding Trade Value Shares
Change 		Change in
Stake
LBWM
5701
Left Brain Wealth Management
Illinois
$660K +$114K +423 +21%
PA
5702
Powerhouse Assets
Massachusetts
$659K +$650K +2,422 New
MCB
5703
Morton Community Bank
Illinois
$658K -$29.3K -109 -4%
DCU
5704
Dara Capital US
Florida
$653K +$645K +2,401 New
FCM
5705
Fairholme Capital Management
Florida
$652K – – –
I
5706
InterCapital
Texas
$652K +$644K +2,400 New
BRIA
5707
Balanced Rock Investment Advisors
Massachusetts
$652K +$8.32K +31 +1%
PWM
5708
Peterson Wealth Management
Nevada
$650K +$48.3K +180 +8%
S
5709
ShariaPortfolio
Florida
$648K -$123K -460 -16%
RHJA
5710
Rice Hall James & Associates
California
$648K – – –
HOWA
5711
Hudson Oak Wealth Advisory
New Jersey
$648K +$639K +2,382 New
JHP
5712
James Hambro & Partners
United Kingdom
$644K +$2.95K +11 +0.5%
HHRDM
5713
H&H Retirement Design & Management
Nevada
$641K -$63.9K -238 -9%
LAS
5714
Lloyd Advisory Services
Georgia
$637K -$3.51M -13,086 -85%
CWP
5715
Corepath Wealth Partners
Arizona
$637K -$1.88K -7 -0.3%
APW
5716
Axim Planning & Wealth
Ohio
$635K +$627K +2,336 New
B
5717
Bedminster
South Carolina
$635K +$627K +2,334 New
BWS
5718
BCR Wealth Strategies
Alabama
$633K – – –
VF
5719
Vestment Financial
Minnesota
$632K +$268 +1 +0%
SMFG
5720
Sumitomo Mitsui Financial Group
Japan
$632K +$482K +1,795 +351%
SC
5721
Schiavi & Co
Delaware
$631K – – –
VWA
5722
VERITY Wealth Advisors
United States
$630K – – –
CF
5723
Calder Financial
Pennsylvania
$627K +$619K +2,307 New
RWS
5724
Retirement Wealth Solutions
Wisconsin
$626K +$2.95K +11 +0.5%
KWM
5725
KMT Wealth Management
California
$625K – – –
227 228
229
230 231