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Name Holding Trade Value Shares
Change 		Change in
Stake
FF
5751
Foundry Financial
California
$580K +$573K +2,134 New
DC
5752
Dahring Cusmano
Michigan
$579K -$537 -2 -0.1%
DTL
5753
Dynamic Technology Lab
Singapore
$576K -$980K -3,651 -63%
SB
5754
Semitam Bonam
New York
$575K -$11.5K -43 -2%
PPF
5755
Pacific Park Financial
California
$574K +$566K +2,110 New
NWS
5756
Nvest Wealth Strategies
Ohio
$572K +$565K +2,105 New
ACM
5757
Arlington Capital Management
Illinois
$570K -$10.2K -38 -2%
CWM
5758
Cadence Wealth Management
Massachusetts
$569K -$14K -52 -2%
RW
5759
Ridgeline Wealth
Arizona
$566K +$25K +93 +5%
NI
5760
NFC Investments
Tennessee
$566K – – –
NFP
5761
NorthLanding Financial Partners
New York
$565K +$537 +2 +0.1%
CWI
5762
Conscious Wealth Investments
Florida
$565K -$54K -201 -9%
SC
5763
Shearwater Capital
Colorado
$560K -$109K -406 -16%
DFS
5764
Demming Financial Services
Ohio
$559K +$552K +2,057 New
MAP
5765
Moody Aldrich Partners
Massachusetts
$555K – – –
BTIM
5766
BancFirst Trust & Investment Management
Oklahoma
$554K +$59.3K +221 +12%
AIS
5767
American Investment Services
Massachusetts
$551K – – –
BF
5768
Benchmark Financial
Delaware
$546K +$539K +2,009 New
BI
5769
Bramshill Investments
Florida
$544K +$537K +2,000 New
YAIA
5770
Yanni & Associates Investment Advisors
Pennsylvania
$543K +$536K +1,997 New
SFO
5771
Standard Family Office
South Dakota
$543K – – –
SMAM
5772
Sugar Maple Asset Management
Wisconsin
$541K +$5.1K +19 +1%
CCM
5773
Coerente Capital Management
Ontario, Canada
$540K -$123K -460 -19%
MFG
5774
Marmo Financial Group
Tennessee
$539K – – –
AP
5775
Aspect Partners
Virginia
$537K +$1.61K +6 +0.3%
229 230
231
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