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Name Holding Trade Value Shares
Change 		Change in
Stake
LAM
3551
Lakewood Asset Management
Illinois
$360K +$4.01K +22 +1%
LSA
3552
L & S Advisors
California
$360K -$41K -225 -11%
NFGCM
3553
Norman Fields Gottscho Capital Management
New York
$360K +$36.5K +200 +13%
MWM
3554
MBE Wealth Management
Wisconsin
$360K +$29.7K +163 +10%
BCG
3555
Bravias Capital Group
New Jersey
$360K -$91.9K -504 -22%
WTFG
3556
Wood Tarver Financial Group
Idaho
$359K +$19.5K +107 +7%
LWPC
3557
Legacy Wealth Partners (Colorado)
Colorado
$359K -$244K -1,336 -44%
F4L
3558
Fortune 45 LLC
Louisiana
$358K +$2.92K +16 +0.9%
OFP
3559
OLIO Financial Planning
Virginia
$358K +$182 +1 +0.1%
WW
3560
Westshore Wealth
California
$357K +$31.9K +175 +11%
PIS
3561
POM Investment Strategies
North Carolina
$357K +$314K +1,724 New
COFSG
3562
Carbahal Olsen Financial Services Group
California
$356K – – –
CIM
3563
Chapman Investment Management
California
$356K – – –
CP
3564
Camelot Portfolios
Ohio
$356K -$42.5K -233 -12%
PIMG
3565
Patriot Investment Management Group
Tennessee
$355K -$33.2K -182 -10%
DWM
3566
Dopkins Wealth Management
New York
$355K +$313K +1,716 New
LIA
3567
LifePlan Investment Advisors
North Carolina
$355K +$24.1K +132 +8%
PF
3568
PlanVest Financial
Maryland
$355K +$312K +1,713 New
HPM
3569
Hoxton Planning & Management
West Virginia
$354K +$6.38K +35 +2%
KWM
3570
KFG Wealth Management
Indiana
$354K -$59.8K -328 -16%
I
3571
INVST
Indiana
$354K -$839K -4,600 -73%
OPWM
3572
Oakwell Private Wealth Management
Texas
$354K +$3.1K +17 +1%
LGG
3573
Luts & Greenleigh Group
Maryland
$353K – – –
FWSM
3574
First Wilshire Securities Management
California
$353K – – –
AWP
3575
Abacus Wealth Partners
California
$353K – – –
141 142
143
144 145