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Name Holding Trade Value Shares
Change 		Change in
Stake
IW
5751
Integrated Wealthcare
North Carolina
$552K – – –
NAC
5752
NI Acquisitions Company
Pennsylvania
$551K +$3.61M +12,631 New
IVP
5753
Intrinsic Value Partners
Arizona
$551K – – –
MWM
5754
Mittelman Wealth Management
Massachusetts
$549K -$346K -1,208 -60%
WAM
5755
Wilsey Asset Management
California
$549K – – –
6SA
5756
6th Street Advisors
Alabama
$548K -$52.3K -183 -9%
BCM
5757
Brooktree Capital Management
Michigan
$545K – – –
TIM
5758
Thor Investment Management
Ohio
$544K +$47.2K +165 +10%
PAG
5759
Poinciana Advisors Group
Florida
$542K -$78.1K -273 -13%
DJFS
5760
Dean Jacobson Financial Services
Texas
$541K – – –
SFG
5761
Strategic Financial Group
Michigan
$541K – – –
LMFP
5762
Larry Mathis Financial Planning
Arizona
$541K +$28.6K +100 +6%
BG
5763
Bellevue Group
Switzerland
$541K -$444K -1,552 -47%
TFA
5764
TrustWell Financial Advisors
Florida
$537K +$35.5K +124 +7%
JSA
5765
Jacobson & Schmitt Advisors
Wisconsin
$535K – – –
CF
5766
Calder Financial
Pennsylvania
$534K +$15.4K +54 +3%
RW
5767
Ridgeline Wealth
Arizona
$533K -$68.4K -239 -11%
AWA
5768
American Wealth Advisors
Georgia
$533K +$572 +2 +0.1%
JPT
5769
Jordan Park Trust
New Hampshire
$532K -$33.2K -116 -6%
IIM
5770
Ironwood Investment Management
Massachusetts
$531K – – –
GW
5771
Graetz Wealth
Michigan
$531K -$25.2K -88 -5%
LAS
5772
Legacy Advisory Services
Pennsylvania
$531K -$8.87K -31 -2%
PFS
5773
Paller Financial Services
Colorado
$525K +$14K +49 +3%
SFS
5774
Sunrise Financial Services
Washington
$522K +$35.2K +123 +7%
NA
5775
N10 Assets
Connecticut
$522K +$516K +1,805 New
229 230
231
232 233