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Name Holding Trade Value Shares
Change 		Change in
Stake
SL
5351
Sentry LLC
Tennessee
$595K – – –
MLIC
5352
Mandatum Life Insurance Company
Finland
$595K -$395K -1,725 -40%
AFG
5353
Arkansas Financial Group
Arkansas
$594K +$14.9K +65 +3%
LWM
5354
Laidlaw Wealth Management
New York
$593K -$573K -2,506 -49%
MWC
5355
MKD Wealth Coaches
Michigan
$591K – – –
CFM
5356
Cornerstone Financial Management
Massachusetts
$591K +$586K +2,561 New
RFG
5357
Range Financial Group
Oregon
$589K +$55.6K +243 +11%
CYG
5358
Clean Yield Group
Vermont
$589K +$53.3K +233 +10%
CH
5359
CDKV Holdings
Colorado
$589K +$584K +2,552 New
SCM
5360
Sollinda Capital Management
Florida
$587K +$17.4K +76 +3%
HWM
5361
HBE Wealth Management
Nebraska
$587K +$582K +2,543 New
BFA
5362
Brown Financial Advisory
Alabama
$587K – – –
NCG
5363
Newport Capital Group
New Jersey
$586K +$38.7K +169 +7%
SAM
5364
Stembrook Asset Management
New Jersey
$586K +$580K +2,537 New
CC
5365
Capital Counsel
New York
$585K -$9.15K -40 -2%
BF
5366
Blankinship & Foster
California
$584K -$458 -2 -0.1%
GWA
5367
Genesis Wealth Advisors
Massachusetts
$584K – – –
PFA
5368
Pathway Financial Advisors
Vermont
$580K +$1.14K +5 +0.2%
DP
5369
Divergent Planning
Maryland
$580K – – –
VFP
5370
Verus Financial Partners
Virginia
$579K -$15.1K -66 -3%
BI
5371
Beckerman Institutional
New Jersey
$577K +$31.1K +136 +6%
BFS
5372
Boyer Financial Services
California
$577K +$583K +2,549 New
HSWS
5373
Higgins & Schmidt Wealth Strategies
Colorado
$577K +$13.7K +60 +2%
LOAMU
5374
Lombard Odier Asset Management (USA)
New York
$575K -$744K -3,250 -57%
HNH
5375
Hopwood Nicholas Hunter
$575K +$570K +2,491 New
213 214
215
216 217