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Name Holding Trade Value Shares
Change 		Change in
Stake
CC
5351
Citrine Capital
California
$266K +$248K +1,211 New
SWM
5352
Schwallier Wealth Management
Michigan
$266K +$248K +1,211 New
MAG
5353
Members Advisory Group
New York
$265K +$3.27K +16 +1%
CCM
5354
Crabel Capital Management
California
$265K +$247K +1,208 New
CFG
5355
CMC Financial Group
Georgia
$264K +$614 +3 +0.3%
SPIO
5356
Seven Post Investment Office
California
$263K -$45K -220 -15%
KIC
5357
Keating Investment Counselors
Florida
$263K – – –
KWM
5358
Kaydan Wealth Management
Michigan
$262K -$34K -166 -12%
ASW
5359
Astoria Strategic Wealth
Texas
$261K – – –
OA
5360
Oceanside Advisors
South Carolina
$261K +$12.3K +60 +5%
FS
5361
Financially Speaking
Colorado
$260K +$243K +1,187 New
AA
5362
ArborFi Advisors
Michigan
$260K +$242K +1,185 New
I
5363
IMPACTfolio
Colorado
$259K -$20.5K -100 -8%
MW
5364
Marks Wealth
Maryland
$259K – – –
FC
5365
FORA Capital
Florida
$258K +$241K +1,177 New
AFA
5366
Alpha Financial Advisors
North Carolina
$258K -$5.73K -28 -2%
EBSAM
5367
Eubel Brady & Suttman Asset Management
Ohio
$258K +$240K +1,175 New
MCM
5368
MidAtlantic Capital Management
Virginia
$257K +$3.68K +18 +2%
PCM
5369
Peirce Capital Management
Texas
$256K – – –
GFM
5370
GEN Financial Management
Minnesota
$256K +$238K +1,165 New
SWMG
5371
Sanchez Wealth Management Group
Florida
$255K +$238K +1,164 New
SF
5372
SWP Financial
California
$255K – – –
UI
5373
Unconventional Investor
New Hampshire
$254K – – –
LWA
5374
Lowe Wealth Advisors
Maryland
$253K +$43.6K +213 +23%
CJ
5375
Caitlin John
Michigan
$252K +$3.89K +19 +2%
213 214
215
216 217