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Name Holding Trade Value Shares
Change 		Change in
Stake
SL
1501
Summitry LLC
California
$204K +$202K +725 New
QFA
1502
Quantum Financial Advisors
California
$204K +$202K +725 New
OF
1503
Optimize Financial
California
$204K +$202K +724 New
NSIM
1504
North Star Investment Management
Illinois
$203K -$4.47K -16 -2%
DPW
1505
DiNuzzo Private Wealth
Pennsylvania
$203K +$558 +2 +0.3%
CWMGO
1506
Capstone Wealth Management Group (Oregon)
Oregon
$202K +$201K +719 New
WA
1507
Wealth Architects
California
$202K -$5.3K -19 -3%
HC
1508
Hamilton Capital
Ohio
$201K +$200K +716 New
GVCM
1509
Global View Capital Management
Wisconsin
$201K +$205K +733 New
ML
1510
McAdam LLC
Pennsylvania
$201K +$199K +713 New
AZ
1511
Alpha Zero
Florida
$200K +$199K +711 New
SWM
1512
Spire Wealth Management
Virginia
$199K -$1.13M -4,045 -85%
CA
1513
CoreCap Advisors
Michigan
$198K -$29K -104 -13%
CFG
1514
CKW Financial Group
Hawaii
$197K – – –
HFM
1515
Harvest Fund Management
China
$194K +$193K +690 New
LI
1516
LRI Investments
Florida
$192K +$5.03K +18 +3%
1IA
1517
1620 Investment Advisors
Massachusetts
$190K +$7.54K +27 +4%
CH
1518
Cromwell Holdings
Wyoming
$190K – – –
LWANC
1519
Laurel Wealth Advisors (North Carolina)
North Carolina
$186K +$279 +1 +0.2%
EAM
1520
Empirical Asset Management
Massachusetts
$185K +$49.1M +175,756 New
CYG
1521
Clean Yield Group
Vermont
$184K -$5.58K -20 -3%
USGIU
1522
U.S. Global Investors (USGI)
Texas
$183K -$10.3K -37 -5%
ST
1523
Smithfield Trust
Pennsylvania
$181K – – –
BCMLT
1524
Beacon Capital Management LLC (Tennessee)
Tennessee
$177K -$6.98K -25 -4%
HBW
1525
Hazlett, Burt & Watson
West Virginia
$174K +$279 +1 +0.2%
59 60
61
62 63