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Name Holding Trade Value Shares
Change 		Change in
Stake
IMC
2526
Investment Management Corporation
Virginia
$572K +$12.6K +22 +2%
MWA
2527
Motive Wealth Advisors
Michigan
$572K -$5.74K -10 -1%
BDL
2528
Banque de Luxembourg
Luxembourg
$571K -$105K -182 -15%
OHWP
2529
Oak Harbor Wealth Partners
North Carolina
$569K +$13.8K +24 +2%
WCFA
2530
Walkner Condon Financial Advisors
Wisconsin
$569K +$24.1K +42 +4%
KWM
2531
Kanen Wealth Management
Florida
$569K – – –
LCM
2532
Lattice Capital Management
Washington
$569K – – –
RWM
2533
Revisor Wealth Management
Ohio
$568K -$95.3K -166 -14%
CBT
2534
Crews Bank & Trust
Florida
$567K -$14.4K -25 -2%
SIS
2535
Sound Income Strategies
Florida
$566K -$4.59K -8 -0.8%
DWS
2536
Discipline Wealth Solutions
South Carolina
$565K – – –
FWA
2537
Flagship Wealth Advisors
Massachusetts
$564K – – –
MM
2538
MQS Management
New York
$564K +$98.8K +172 +21%
QP
2539
Quartz Partners
New York
$561K +$111K +194 +24%
CWA
2540
Consilio Wealth Advisors
Washington
$560K +$8.61K +15 +2%
BWM
2541
BlackDiamond Wealth Management
New York
$560K +$24.1K +42 +4%
NCTC
2542
New Covenant Trust Company
Indiana
$560K +$49.4K +86 +10%
RFN
2543
Redwood Financial Network
Ohio
$559K -$6.32K -11 -1%
FDW
2544
Fourth Dimension Wealth
Ohio
$559K -$7.47K -13 -1%
XF
2545
XML Financial
Maryland
$559K – – –
CFAM
2546
Center For Asset Management
Florida
$558K -$33.9K -59 -6%
IF
2547
Intrua Financial
Texas
$557K +$72.9K +127 +15%
CWD
2548
Clarity Wealth Development
Oregon
$557K -$14.4K -25 -2%
SWAG
2549
Spectrum Wealth Advisory Group
California
$555K -$574 -1 -0.1%
BWM
2550
Bernard Wealth Management
Michigan
$555K +$477K +831 +573%
100 101
102
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