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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
5751
Cadence Wealth Management
Massachusetts
$521K -$10.2K -39 -2%
SA
5752
Stolz & Associates
Washington
$521K -$379K -1,457 -42%
NWS
5753
Nvest Wealth Strategies
Ohio
$516K -$18.7K -72 -3%
LW
5754
Livet Wealth
Utah
$516K +$122K +467 +30%
AP
5755
Aspect Partners
Virginia
$515K +$14.1K +54 +3%
SMAM
5756
Sugar Maple Asset Management
Wisconsin
$515K +$10.4K +40 +2%
MAP
5757
Moody Aldrich Partners
Massachusetts
$514K -$3.64K -14 -0.7%
MWM
5758
Mittelman Wealth Management
Massachusetts
$511K +$162K +623 +45%
AIS
5759
American Investment Services
Massachusetts
$510K -$4.68K -18 -0.9%
BF
5760
Benchmark Financial
Delaware
$510K – – –
SCFS
5761
Stewardship Concepts Financial Services
Washington
$508K +$128K +490 +32%
SCA
5762
Sassicaia Capital Advisers
New York
$508K -$2.34M -9,000 -82%
SFO
5763
Standard Family Office
South Dakota
$507K – – –
YAIA
5764
Yanni & Associates Investment Advisors
Pennsylvania
$504K -$3.12K -12 -0.6%
CWA
5765
Carolina Wealth Advisors
South Carolina
$503K -$1.19M -4,569 -70%
SB
5766
Semitam Bonam
New York
$502K -$35.1K -135 -6%
TF
5767
Theory Financial
Colorado
$502K – – –
PA
5768
Prossimo Advisors
California
$501K -$223K -856 -30%
BWA
5769
Bestgate Wealth Advisors
Maryland
$501K -$72.9K -280 -12%
SWP
5770
SIMA Wealth Partners
Virginia
$501K – – –
FWM
5771
FLP Wealth Management
Arkansas
$501K +$39.6K +152 +8%
LFG
5772
Leverty Financial Group
Wisconsin
$500K +$164K +632 +47%
JPT
5773
Jordan Park Trust
New Hampshire
$496K +$2.34K +9 +0.5%
KWM
5774
KMT Wealth Management
California
$495K -$91.1K -350 -15%
HPWM
5775
High Point Wealth Management
New Jersey
$493K +$521 +2 +0.1%
229 230
231
232 233