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Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
2401
Lattice Capital Management
Washington
$494K – – –
ACA
2402
Ascension Capital Advisors
Texas
$494K +$465K +1,000 New
HFM
2403
Hartford Financial Management
Connecticut
$493K -$76.3K -164 -14%
SIM
2404
SSI Investment Management
California
$493K -$465 -1 -0.1%
ARC
2405
Advisor Resource Council
Texas
$493K +$464K +998 New
BBW
2406
Blue Barn Wealth
Utah
$491K -$6.05K -13 -1%
JWBC
2407
J.W. Burns & Co
New York
$491K +$3.72K +8 +0.8%
DWS
2408
Discipline Wealth Solutions
South Carolina
$491K +$462K +994 New
XF
2409
XML Financial
Maryland
$491K +$140K +300 +43%
PDM
2410
Penn Davis McFarland
Texas
$489K +$461K +991 New
RFN
2411
Redwood Financial Network
Ohio
$488K -$21.4K -46 -4%
BW
2412
BIP Wealth
Georgia
$486K +$104K +223 +29%
O
2413
Ossiam
France
$486K +$149K +321 +48%
EC
2414
EdgeRock Capital
Colorado
$486K +$20.5K +44 +5%
RA
2415
Rise Advisors
New York
$486K -$17.2K -37 -4%
IF
2416
Intrua Financial
Texas
$485K -$29.8K -64 -6%
CPA
2417
Clear Point Advisors
New York
$485K – – –
FCA
2418
FinTrust Capital Advisors
South Carolina
$484K -$2.79K -6 -0.6%
WHC
2419
Wulff, Hansen & Co
California
$484K +$100K +215 +28%
COCM
2420
Charter Oak Capital Management
New Hampshire
$483K +$455K +979 New
SWAG
2421
Spectrum Wealth Advisory Group
California
$483K +$4.65K +10 +1%
FM
2422
Family Management
New York
$482K +$59.1K +127 +15%
AIM
2423
Avity Investment Management
Connecticut
$481K – – –
RIP
2424
RAM Investment Partners
Washington
$481K +$12.6K +27 +3%
CSPAM
2425
Cary Street Partners Asset Management
Virginia
$480K -$6.05K -13 -1%
95 96
97
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