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Name Holding Trade Value Shares
Change 		Change in
Stake
DF
5051
Define Financial
California
$389K +$457K +2,107 New
FTUS
5052
Flow Traders U.S.
New York
$389K -$6.53M -30,095 -94%
LWMT
5053
Legacy Wealth Management (Tennessee)
Tennessee
$389K -$68.8K -317 -13%
MWM
5054
Melfa Wealth Management
Massachusetts
$387K +$73.8K +340 +20%
CW
5055
Curio Wealth
Maryland
$387K -$354K -1,633 -100%
HSG
5056
Helen Stephens Group
Texas
$386K +$10.8K +50 +3%
BW
5057
Basepoint Wealth
Iowa
$386K +$14.5K +67 +3%
TFP
5058
Traction Financial Partners
Wyoming
$383K -$104K -480 -19%
SPWM
5059
Schrum Private Wealth Management
Florida
$383K +$71.2K +328 +19%
EFA
5060
Edge Financial Advisors
Illinois
$383K -$382K -1,761 -47%
WRM
5061
Weybosset Research & Management
Rhode Island
$382K -$271K -1,250 -38%
TIA
5062
Trust Investment Advisors
Indiana
$381K -$99K -456 -19%
SRCM
5063
Signature Resources Capital Management
California
$381K -$95.5K -440 -18%
OFC
5064
Oakland Financial Corp
$381K – – –
SRIM
5065
Saratoga Research & Investment Management
California
$381K – – –
WIM
5066
Waycross Investment Management
Washington
$381K +$38K +175 +10%
SM
5067
Southport Management
Wyoming
$381K +$434K +2,000 New
TWD
5068
True Wealth Design
Ohio
$380K +$72.5K +334 +20%
BF
5069
Brooklyn FI
New York
$379K +$40.8K +188 +10%
JSA
5070
Jim Saulnier & Associates
Colorado
$378K +$130K +600 +43%
BS
5071
Brighton Securities
New York
$377K +$37.5K +173 +10%
GCM
5072
Gallacher Capital Management
Colorado
$376K -$32.3K -149 -7%
FF
5073
Finley Financial
Nevada
$375K – – –
BSTWA
5074
Blake Schutter Theil Wealth Advisors
Ohio
$375K -$54.7K -252 -11%
LCG
5075
Lynx Capital Group
Ohio
$374K – – –
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203
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