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Name Holding Trade Value Shares
Change 		Change in
Stake
BF
2401
Brucke Financial
Indiana
$686K +$94.2K +173 +16%
LG
2402
LaFleur & Godfrey
Michigan
$685K – – –
CWA
2403
Consilio Wealth Advisors
Washington
$685K -$180K -331 -21%
PL
2404
Parthenon LLC
Kentucky
$681K – – –
C
2405
Covestor
United Kingdom
$681K -$31K -57 -4%
LCG
2406
Lakeshore Capital Group
Illinois
$680K +$7.08K +13 +1%
PCM
2407
Passive Capital Management
Maryland
$680K +$421K +773 +165%
TWM
2408
Trueblood Wealth Management
Ohio
$680K -$1.63K -3 -0.2%
MMPW
2409
Mitchell McLeod Pugh & Williams
Alabama
$680K – – –
UAML
2410
US Asset Management LLC
Pennsylvania
$679K -$2.18K -4 -0.3%
AGAM
2411
Audent Global Asset Management
California
$679K -$27.2K -50 -4%
ACG
2412
Allen Capital Group
Nebraska
$679K +$82.7K +152 +14%
CPM
2413
Connective Portfolio Management
New York
$677K – – –
BDF
2414
Black Diamond Financial
Maryland
$676K +$83.8K +154 +14%
RFP
2415
Root Financial Partners
California
$673K +$54.4K +100 +9%
GPA
2416
Guerra Pan Advisors
New Jersey
$671K – – –
TWM
2417
Tradition Wealth Management
Minnesota
$671K +$21.8K +40 +3%
CWA
2418
CM Wealth Advisors
Ohio
$671K – – –
OC
2419
Oarsman Capital
Wisconsin
$669K -$22.9K -42 -3%
RW
2420
Rede Wealth
Virginia
$668K – – –
FCM
2421
Family Capital Management
Michigan
$667K +$105K +192 +19%
KFGK
2422
Keystone Financial Group (Kentucky)
Kentucky
$667K – – –
BAM
2423
Berkshire Asset Management
Pennsylvania
$666K -$16.9K -31 -3%
SGCA
2424
Steel Grove Capital Advisors
Tennessee
$665K -$27.2K -50 -4%
TCM
2425
Tanaka Capital Management
New York
$664K -$9.26K -17 -1%
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97
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