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Name Holding Trade Value Shares
Change 		Change in
Stake
TFO
4376
Tarbox Family Office
California
$2.23M -$1.09M -2,600 -30%
PIA
4377
Powell Investment Advisors
Florida
$2.23M +$827K +1,977 +49%
LA
4378
Latitude Advisors
Florida
$2.23M -$539K -1,289 -18%
LCA
4379
Legend Capital Advisors
New York
$2.23M -$1.35M -3,221 -35%
SMA
4380
Sage Mountain Advisors
Georgia
$2.23M -$25.8M -61,759 -91%
VFM
4381
Viking Fund Management
North Dakota
$2.22M – – –
KPF
4382
K2 Principal Fund
Ontario, Canada
$2.22M +$2.51M +6,000 New
LCG
4383
Lakeshore Capital Group
Illinois
$2.22M +$719K +1,719 +40%
NWM
4384
Nolet Wealth Management
Texas
$2.22M -$59.4K -142 -2%
ACC
4385
Acorn Creek Capital
Colorado
$2.21M -$7.11K -17 -0.3%
MCM
4386
Mainstay Capital Management
Michigan
$2.21M +$113K +271 +5%
BCM
4387
Barden Capital Management
Texas
$2.21M -$1.13M -2,692 -31%
LFGO
4388
Legacy Financial Group (Oklahoma)
Oklahoma
$2.21M -$6.28K -15 -0.3%
NCM
4389
Neumann Capital Management
California
$2.21M +$144K +343 +6%
HIG
4390
Heritage Investment Group
Florida
$2.21M -$89.5K -214 -3%
CHWM
4391
Cauble & Harre Wealth Management
Missouri
$2.21M -$32.6K -78 -1%
BHWM
4392
Beaird Harris Wealth Management
Texas
$2.2M -$151K -360 -6%
DI
4393
Disciplined Investors
Texas
$2.2M +$125K +299 +5%
MWM
4394
Maripau Wealth Management
Indiana
$2.2M +$237K +567 +11%
CPG
4395
Cornerstone Planning Group
New Jersey
$2.2M +$203K +484 +10%
LWPC
4396
Legacy Wealth Partners (Colorado)
Colorado
$2.2M -$263K -629 -10%
GCWM
4397
Guided Capital Wealth Management
Texas
$2.2M +$100K +239 +4%
CA
4398
Crumly & Associates
Illinois
$2.19M +$328K +785 +15%
SF
4399
Sun Financial
Utah
$2.19M +$104K +249 +5%
WFA
4400
WMG Financial Advisors
Tennessee
$2.19M +$192K +458 +8%
174 175
176
177 178