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Name Holding Trade Value Shares
Change 		Change in
Stake
LW
5726
Livet Wealth
Utah
$593K +$5.15K +18 +0.9%
PPF
5727
Pacific Park Financial
California
$592K -$5.72K -20 -1%
HWM
5728
Hassell Wealth Management
Louisiana
$590K -$57.5K -201 -10%
GC
5729
Guilbault Capital
Louisiana
$590K -$331K -1,157 -36%
AIS
5730
American Investment Services
Massachusetts
$581K – – –
JGC
5731
J. Goldman & Co
New York
$579K -$5.28M -18,471 -90%
USGIU
5732
U.S. Global Investors (USGI)
Texas
$579K +$572K +2,000 New
SFO
5733
Standard Family Office
South Dakota
$578K – – –
FWM
5734
FLP Wealth Management
Arkansas
$577K +$6.29K +22 +1%
HWA
5735
Hillcrest Wealth Advisors
New Jersey
$576K +$137K +480 +32%
BWA
5736
Bestgate Wealth Advisors
Maryland
$571K – – –
SWP
5737
SIMA Wealth Partners
Virginia
$571K – – –
LFG
5738
Leverty Financial Group
Wisconsin
$570K – – –
BWM
5739
Buska Wealth Management
Wisconsin
$567K +$81.2K +284 +17%
YAIA
5740
Yanni & Associates Investment Advisors
Pennsylvania
$564K -$10.3K -36 -2%
TF
5741
Theory Financial
Colorado
$564K -$8.58K -30 -2%
HPWM
5742
High Point Wealth Management
New Jersey
$563K +$286 +1 +0.1%
TIA
5743
Tandem Investment Advisors
South Carolina
$562K -$251K -879 -31%
OPWM
5744
Oregon Pacific Wealth Management
Oregon
$561K +$62.6K +219 +13%
OWA
5745
OakTrust Wealth Advisors
Connecticut
$560K +$14.3K +50 +3%
FG
5746
Fairman Group
Pennsylvania
$559K +$46.6K +163 +9%
CWA
5747
Carolina Wealth Advisors
South Carolina
$559K -$14.3K -50 -3%
OA
5748
Oasis Advisors
Iowa
$556K -$27.4M -95,818 -98%
EFP
5749
Envision Financial Planning
Tennessee
$554K +$2.29K +8 +0.4%
ICM
5750
Innovator Capital Management
Illinois
$553K -$165K -577 -23%
228 229
230
231 232