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Name Holding Trade Value Shares
Change 		Change in
Stake
LK
4526
Lumbard & Kellner
New Hampshire
$330K +$72.2K +118 +25%
AWP
4527
Axis Wealth Partners
Rhode Island
$330K -$88.1K -144 -20%
NA
4528
Note Advisors
New York
$329K +$22K +36 +7%
AAA
4529
Andrews Advisory Associates
Hawaii
$328K +$29.4K +48 +9%
TC
4530
Trust Company
Kansas
$328K +$6.73K +11 +2%
HCM
4531
Hutchinson Capital Management
California
$327K +$86.8K +142 +32%
MBC
4532
Michael Brady & Co
Ohio
$327K -$30.6K -50 -8%
SIMG
4533
Stephens Investment Management Group
Texas
$327K +$11.6K +19 +3%
OM
4534
OV Management
Minnesota
$326K -$2.45K -4 -0.7%
SHFC
4535
Safe Harbor Family Capital
North Carolina
$326K +$6.12K +10 +2%
GIM
4536
Gold Investment Management
Alberta, Canada
$326K – – –
CSI
4537
Cross Staff Investments
New York
$325K – – –
VWM
4538
Vermillion Wealth Management
Minnesota
$325K -$135K -221 -28%
LW
4539
Libra Wealth
California
$325K +$128K +210 +57%
BHWM
4540
Bay Harbor Wealth Management
Maryland
$325K +$32.4K +53 +10%
SWIM
4541
Smallwood Wealth Investment Management
New Jersey
$325K -$47.7K -78 -12%
TWC
4542
Tencap Wealth Coaching
Utah
$324K +$352K +575 New
LWAM
4543
Legacy Wealth Asset Management
Minnesota
$324K – – –
MWP
4544
Meriwether Wealth & Planning
Louisiana
$324K +$2.45K +4 +0.7%
IASG
4545
Investment Advisory Services Group
Florida
$324K -$611 -1 -0.2%
FFL
4546
Financial Freedom LLC
Ohio
$323K – – –
PPW
4547
PACK Private Wealth
Minnesota
$323K – – –
RWA
4548
Roberts Wealth Advisors
California
$323K +$3.67K +6 +1%
RWM
4549
Refined Wealth Management
Utah
$323K – – –
CG
4550
Curat Global
New Hampshire
$323K +$30.6K +50 +6%
180 181
182
183 184