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Name Holding Trade Value Shares
Change 		Change in
Stake
AWF
5351
Alpha Wealth Funds
Utah
$618K +$283K +1,127 +77%
SWM
5352
Stronghold Wealth Management
Florida
$617K -$87.1K -347 -12%
QP
5353
Quartz Partners
New York
$617K +$59K +235 +10%
MIM
5354
Macroview Investment Management
Maryland
$616K -$15.8K -63 -2%
JWM
5355
Jackson Wealth Management
Florida
$614K -$6.73M -26,816 -91%
DF
5356
Daviman Financial
Indiana
$613K -$11.3K -45 -2%
FWSM
5357
First Wilshire Securities Management
California
$613K -$2.51K -10 -0.4%
WIA
5358
Wetzel Investment Advisors
Indiana
$611K -$2.26K -9 -0.3%
CAM
5359
Campion Asset Management
Virginia
$611K +$29.4K +117 +5%
MAM
5360
Milestone Asset Management
Pennsylvania
$611K -$71.3K -284 -10%
SFP
5361
Sterling Financial Planning
New Jersey
$610K -$30.6K -122 -5%
FFM
5362
Flagstone Financial Management
Nebraska
$610K +$102K +408 +19%
PFO
5363
PMG Family Office
Texas
$609K +$11.8K +47 +2%
RWS
5364
Retirement Wealth Solutions
Wisconsin
$608K – – –
TW
5365
Towerpoint Wealth
California
$605K +$32.9K +131 +5%
SAM
5366
Stembrook Asset Management
New Jersey
$605K – – –
SVWG
5367
Shared Vision Wealth Group
United States
$605K -$44.7K -178 -7%
MW
5368
Marrick Wealth
California
$604K +$75.3K +300 +13%
BF
5369
Blankinship & Foster
California
$603K -$251K -1,000 -28%
CCWP
5370
Cedar Cove Wealth Partners
Minnesota
$603K +$6.02K +24 +1%
PFM
5371
Potomac Fund Management
Florida
$603K -$73K -291 -10%
BI
5372
Beckerman Institutional
New Jersey
$602K – – –
LWM
5373
Lighthouse Wealth Management
Ohio
$600K -$64.8K -258 -9%
NAMM
5374
NorthStar Asset Management (Massachusetts)
Massachusetts
$600K -$72.8K -290 -10%
ODA
5375
One Degree Advisors
California
$599K +$43.2K +172 +7%
213 214
215
216 217