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Name Holding Trade Value Shares
Change 		Change in
Stake
PW
3026
Potentia Wealth
California
$550K +$577K +1,413 New
SCM
3027
Sunbeam Capital Management
Georgia
$550K +$577K +1,413 New
RWP
3028
Ridgecrest Wealth Partners
California
$549K -$530K -1,298 -48%
CI
3029
Chartist Inc
California
$547K -$6.95K -17 -1%
SFP
3030
Sandbox Financial Partners
Maryland
$547K +$409 +1 +0.1%
CFG
3031
Clayton Financial Group
Missouri
$546K – – –
MSG
3032
Main Street Group
Virginia
$545K +$20.4K +50 +4%
ARMT
3033
Amica Retiree Medical Trust
Rhode Island
$545K -$49.4K -121 -8%
PP
3034
PrairieView Partners
Minnesota
$545K +$20.4K +50 +4%
BAG
3035
Bridgewealth Advisory Group
California
$545K +$540K +1,321 New
LJAC
3036
L.J. Altfest & Co
New York
$545K -$862K -2,111 -60%
CFM
3037
Catalyst Funds Management
Australia
$545K -$1.88M -4,600 -77%
HI
3038
Humankind Investments
New York
$545K -$40.9K -100 -7%
KIM
3039
Karpus Investment Management
New York
$545K – – –
WHCI
3040
W.H. Cornerstone Investments
Massachusetts
$545K +$183K +449 +47%
RPCA
3041
Running Point Capital Advisors
California
$543K +$16.8K +41 +3%
GAMC
3042
Garner Asset Management Corp
Texas
$543K +$109K +268 +24%
DFG
3043
Demars Financial Group
Washington
$541K -$4.49K -11 -0.8%
TDB
3044
Thompson David Blair
$541K +$568K +1,390 New
SWRP
3045
Summit Wealth & Retirement Planning
California
$539K +$62.1K +152 +12%
MC
3046
Marest Capital
California
$538K +$2.86K +7 +0.5%
OFW
3047
Omnia Family Wealth
Florida
$537K -$3.68K -9 -0.6%
AC
3048
ASB Consultores
Florida
$536K +$19.6K +48 +4%
OFP
3049
OFC Financial Planning
New Jersey
$536K +$563K +1,378 New
RF
3050
Rossby Financial
Florida
$536K +$563K +1,378 New
120 121
122
123 124