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Name Holding Trade Value Shares
Change 		Change in
Stake
NWA
2451
New World Advisors
Massachusetts
$437K +$220K +3,157 +102%
NG
2452
Novem Group
New York
$437K -$48.5K -696 -10%
TA
2453
TFB Advisors
Kansas
$437K +$2.09K +30 +0.5%
AWM
2454
Aviso Wealth Management
Washington
$437K -$20.1K -289 -4%
LWM
2455
Lakeridge Wealth Management
Ohio
$436K +$13K +186 +3%
BI
2456
Beckerman Institutional
New Jersey
$436K – – –
QWM
2457
Quadcap Wealth Management
Texas
$436K -$35.6K -510 -8%
CGA
2458
Crescent Grove Advisors
Illinois
$436K +$1.19K +17 +0.3%
AAM
2459
Alphadyne Asset Management
New York
$435K +$434K +6,220 New
VCM
2460
Vision Capital Management
Oregon
$435K – – –
SSWG
2461
Seven Springs Wealth Group
Tennessee
$434K – – –
VFG
2462
Victory Financial Group
Texas
$434K +$89.3K +1,281 +26%
ACM
2463
Armbruster Capital Management
New York
$434K +$15.8K +226 +4%
CAG
2464
Curtis Advisory Group
California
$433K – – –
AIM
2465
Acropolis Investment Management
Missouri
$433K +$209 +3 +0%
FWM
2466
Forza Wealth Management
Florida
$433K +$432K +6,198 New
ZAM
2467
Zevin Asset Management
Massachusetts
$433K +$78.8K +1,131 +22%
AWM
2468
Adams Wealth Management
Utah
$432K -$18.9K -271 -4%
CI
2469
CacheTech Inc
Utah
$432K -$18.9K -271 -4%
VCAM
2470
Van Cleef Asset Management
Ohio
$431K – – –
LWM
2471
Lyell Wealth Management
California
$431K +$30.9K +443 +8%
CCC
2472
Compass Capital Corp
Massachusetts
$431K +$5.86K +84 +2%
5NPW
2473
55 North Private Wealth
Florida
$431K +$429K +6,158 New
SWGC
2474
Summit Wealth Group (Colorado)
Colorado
$431K -$934K -13,399 -69%
ABTD
2475
Arvest Bank Trust Division
Oklahoma
$431K -$4.95K -71 -1%
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99
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