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Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
5476
Lifetime Wealth Management
Texas
$500K +$496K +2,167 New
GCM
5477
Gallacher Capital Management
Colorado
$500K +$35.9K +157 +8%
SG
5478
Sharper & Granite
California
$499K -$32.5K -142 -6%
AWM
5479
Altus Wealth Management
Kentucky
$499K -$10.3K -45 -2%
ACM
5480
Absolute Capital Management
Pennsylvania
$499K +$39.6K +173 +9%
GKFF
5481
George Kaiser Family Foundation
Oklahoma
$498K – – –
NHFG
5482
New Harbor Financial Group
Massachusetts
$497K +$3.89K +17 +0.8%
FFG
5483
Foundry Financial Group
New Hampshire
$496K +$66.1K +289 +16%
SWM
5484
Seaside Wealth Management
California
$496K +$14.6K +64 +3%
PPWM
5485
PFG Private Wealth Management
Florida
$496K -$1.26M -5,509 -72%
HWM
5486
HighMark Wealth Management
Minnesota
$495K -$93.3K -408 -16%
SG
5487
Stanich Group
New York
$495K +$686 +3 +0.1%
TWCA
5488
Two West Capital Advisors
Kansas
$494K +$131K +572 +36%
PCM
5489
Passive Capital Management
Maryland
$494K +$490K +2,141 New
LG
5490
LAM Group
Oregon
$494K – – –
EFG
5491
Ehrlich Financial Group
California
$494K -$11K -48 -2%
TF
5492
TME Financial
California
$492K +$487K +2,130 New
CCM
5493
Cambridge Capital Management
Illinois
$491K – – –
GIM
5494
Groesbeck Investment Management
New Jersey
$491K +$2.75K +12 +0.6%
EIM
5495
Ervin Investment Management
Washington
$489K +$23.3K +102 +5%
IWM
5496
IMG Wealth Management
Florida
$489K +$113K +495 +30%
LWM
5497
Latko Wealth Management
Illinois
$487K -$243K -1,062 -34%
IAA
5498
Ironsides Asset Advisors
North Carolina
$486K – – –
AAS
5499
AdviceOne Advisory Services
Connecticut
$486K +$14K +61 +3%
AA
5500
Alpha Advisors
Virginia
$485K +$56.5K +247 +13%
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