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Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
2526
LJI Wealth Management
Indiana
$728K -$15.7K -100 -2%
ALA
2527
Atlas Legacy Advisors
California
$728K +$63.4K +405 +10%
LCG
2528
Lakeshore Capital Group
Illinois
$726K +$13.8K +88 +2%
CPW
2529
Crestmont Private Wealth
Texas
$725K – – –
FIBT
2530
First International Bank & Trust
North Dakota
$725K +$183K +1,172 +37%
RFG
2531
RFP Financial Group
Georgia
$724K +$2.35K +15 +0.3%
SFG
2532
Shum Financial Group
California
$724K +$1.1K +7 +0.2%
SFS
2533
Stiles Financial Services
Minnesota
$722K -$29.6K -189 -4%
HFRG
2534
Houlihan Financial Resource Group
Virginia
$721K +$2.04K +13 +0.3%
MWM
2535
Mindset Wealth Management
Indiana
$718K +$110K +700 +19%
BSB
2536
Bangor Savings Bank
Maine
$717K -$74.5K -476 -10%
JC
2537
JB Capital
Connecticut
$716K +$15.3K +98 +2%
LCS
2538
Levin Capital Strategies
New York
$716K +$92.4K +590 +16%
TWP
2539
Triad Wealth Partners
Kansas
$716K +$58.9K +376 +10%
TWA
2540
Talisman Wealth Advisors
New Jersey
$715K -$14.6K -93 -2%
CFGW
2541
Chancellor Financial Group WB
Pennsylvania
$712K -$16.4K -105 -2%
NAMNJ
2542
NorthStar Asset Management (New Jersey)
New Jersey
$712K +$46.3K +296 +7%
SWIM
2543
Smallwood Wealth Investment Management
New Jersey
$712K -$109K -696 -14%
OIA
2544
Optimum Investment Advisors
Illinois
$711K +$64.2K +410 +11%
SFG
2545
Sterling Financial Group
California
$711K -$46K -294 -6%
SFC
2546
Sprinkle Financial Consultants
Colorado
$711K -$7.51K -48 -1%
VCM
2547
Virtue Capital Management
Tennessee
$710K +$159K +1,016 +32%
PCMM
2548
Piedmont Capital Management (Montana)
Montana
$708K – – –
CL
2549
COWA LLC
Oklahoma
$708K +$58.4K +373 +10%
RCI
2550
RS Crum Inc
California
$708K – – –
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