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Name Holding Trade Value Shares
Change 		Change in
Stake
JTF
2626
J. Team Financial
Texas
$626K +$624K +4,028 New
AFO
2627
Arrowroot Family Office
California
$624K -$55.3K -357 -8%
PAM
2628
PCG Asset Management
New Jersey
$624K +$774 +5 +0.1%
BWP
2629
Bernardo Wealth Planning
Pennsylvania
$621K +$23.4K +151 +4%
BCFD
2630
Boit C.F. David
$621K – – –
OIA
2631
Optimum Investment Advisors
Illinois
$620K – – –
PMA
2632
Prudent Man Advisors
Illinois
$619K -$488K -3,150 -44%
DWP
2633
Destiny Wealth Partners
Florida
$618K +$14.7K +95 +2%
COCM
2634
Charter Oak Capital Management
New Hampshire
$617K +$24.3K +157 +4%
SCM
2635
SOL Capital Management
Maryland
$617K +$79.3K +512 +15%
MCCA
2636
Mill Creek Capital Advisors
Pennsylvania
$617K +$20.6K +133 +3%
CWIG
2637
Chung Wu Investment Group
Texas
$617K -$132K -850 -18%
PFG
2638
Prosperity Financial Group
California
$616K +$13.5K +87 +2%
BSTWA
2639
Blake Schutter Theil Wealth Advisors
Ohio
$615K -$43.8K -283 -7%
KAM
2640
Knightsbridge Asset Management
California
$615K +$49.4K +319 +9%
BWM
2641
BigSur Wealth Management
Florida
$613K +$7.74K +50 +1%
ARMT
2642
Amica Retiree Medical Trust
Rhode Island
$613K – – –
TAM
2643
Trillium Asset Management
Massachusetts
$613K – – –
WF
2644
Wayfinding Financial
Washington
$613K +$1.86K +12 +0.3%
MWM
2645
Maridea Wealth Management
New York
$613K +$270K +1,745 +79%
AAG
2646
Armstrong Advisory Group
Massachusetts
$612K -$14.9K -96 -2%
VMMC
2647
V.M. Manning & Co
South Carolina
$612K – – –
RB
2648
Renasant Bank
Mississippi
$612K +$71.1K +459 +13%
GXJ
2649
Global X Japan
Japan
$611K -$59K -381 -9%
HFM
2650
Harvest Fund Management
China
$609K +$574K +3,705 +1,723%
104 105
106
107 108