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Name Holding Trade Value Shares
Change 		Change in
Stake
MLIC
5126
Mandatum Life Insurance Company
Finland
$676K +$148K +670 +26%
EF
5127
Elite Financial
Idaho
$676K -$22K -100 -3%
CFG
5128
Copley Financial Group
California
$675K -$41.2K -187 -5%
WAM
5129
Weinberger Asset Management
California
$675K -$46.7K -212 -6%
SI
5130
Severin Investments
Missouri
$674K +$78.2K +355 +12%
SMAM
5131
Sugar Maple Asset Management
Wisconsin
$673K +$126K +571 +21%
WH
5132
Wallace Hart
Kentucky
$673K -$823K -3,740 -54%
CI
5133
Corient IA
Florida
$671K -$172K -780 -20%
BMCM
5134
Black Maple Capital Management
Wisconsin
$671K – – –
TWM
5135
Thryve Wealth Management
Texas
$670K -$2.13M -9,679 -75%
IWMO
5136
Integrated Wealth Management (Ohio)
Ohio
$670K -$17.4K -79 -2%
SGI
5137
Swan Global Investments
Colorado
$669K +$89.4K +406 +14%
BWA
5138
Bestgate Wealth Advisors
Maryland
$666K -$219K -995 -24%
TLA
5139
Tanglewood Legacy Advisors
Texas
$666K +$110K +500 +19%
TWD
5140
True Wealth Design
Ohio
$665K +$172K +779 +32%
MFA
5141
McClarren Financial Advisors
Pennsylvania
$665K -$127K -577 -15%
PAG
5142
Poinciana Advisors Group
Florida
$664K +$112K +508 +19%
HIA
5143
HTG Investment Advisors
Connecticut
$662K -$36.1K -164 -5%
KL
5144
Keenan LLC
Massachusetts
$661K +$22.5K +102 +3%
ATWA
5145
Arbor Trust Wealth Advisors
Michigan
$659K -$4.4K -20 -0.6%
FCMC
5146
Founders Capital Management (Connecticut)
Connecticut
$659K +$4.4K +20 +0.6%
MWM
5147
Melfa Wealth Management
Massachusetts
$659K +$220 +1 +0%
AP
5148
Aspect Partners
Virginia
$658K +$5.28K +24 +0.8%
HRC
5149
Hoertkorn Richard Charles
$658K -$1.77M -8,045 -72%
NECFA
5150
New England Capital Financial Advisors
Connecticut
$657K -$15.4K -70 -2%
204 205
206
207 208