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Name Holding Trade Value Shares
Change 		Change in
Stake
VFIC
5326
Valley Forge Investment Consultants
Pennsylvania
$528K +$44K +200 +9%
GWA
5327
Genesis Wealth Advisors
Massachusetts
$527K – – –
BFA
5328
Brown Financial Advisory
Alabama
$527K -$2.86K -13 -0.5%
BI
5329
Beckerman Institutional
New Jersey
$526K +$5.28K +24 +1%
LOAMU
5330
Lombard Odier Asset Management (USA)
New York
$525K +$6.61K +30 +1%
BHFP
5331
Blom & Howell Financial Planning
California
$524K -$188K -855 -25%
BBWP
5332
Beacon Bridge Wealth Partners
Pennsylvania
$523K +$5.72K +26 +1%
HSWS
5333
Higgins & Schmidt Wealth Strategies
Colorado
$523K +$3.08K +14 +0.6%
PFO
5334
PMG Family Office
Texas
$522K +$4.4K +20 +0.8%
MUMSS
5335
Mitsubishi UFJ Morgan Stanley Securities
Japan
$522K -$245K -1,114 -31%
CCWP
5336
Cedar Cove Wealth Partners
Minnesota
$522K -$23.8K -108 -4%
HA
5337
HFG Advisors
Ohio
$521K +$223K +1,013 +68%
EIP
5338
Easterly Investment Partners
Massachusetts
$521K +$550K +2,500 New
DC
5339
Darrow Company
Massachusetts
$520K +$29.5K +134 +6%
CSW
5340
Cogent Strategic Wealth
Illinois
$519K +$177K +806 +48%
MWM
5341
Maimon Wealth Management
Israel
$519K +$62.5K +284 +12%
GCM
5342
Gunderson Capital Management
South Carolina
$519K -$3.17M -14,380 -85%
SIMG
5343
Stephens Investment Management Group
Texas
$518K – – –
AWMI
5344
Aegis Wealth Management (Iowa)
Iowa
$515K +$186K +844 +52%
CWA
5345
Continuum Wealth Advisors
New York
$514K +$1.1K +5 +0.2%
III
5346
Independent Investors Inc
New York
$513K -$67.2K -305 -11%
CIM
5347
Catalyst Investment Management
New Hampshire
$513K -$142K -644 -24%
DWS
5348
Dynamic Wealth Strategies
California
$512K -$164K -745 -23%
CFG
5349
Capital Financial Group
Colorado
$511K – – –
MPPW
5350
Mitchell & Pahl Private Wealth
Oklahoma
$510K -$661 -3 -0.1%
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214
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