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Name Holding Trade Value Shares
Change 		Change in
Stake
AG
4901
Algert Global
California
$505K -$32K -90 -6%
AFA
4902
Atlas Financial Advisors
California
$504K -$530K -1,488 -53%
TVM
4903
True Vision MN
Minnesota
$503K +$476K +1,338 New
BAWM
4904
Bennett Associates Wealth Management
Pennsylvania
$502K +$475K +1,335 New
RFA
4905
RTD Financial Advisors
Pennsylvania
$499K -$30.6K -86 -6%
LIM
4906
Lagoda Investment Management
New York
$498K – – –
SEM
4907
Strategic Equity Management
Arizona
$496K -$123K -345 -21%
KTA
4908
Keeley-Teton Advisors
Illinois
$495K – – –
CCI
4909
Credit Capital Investments
New Jersey
$489K +$463K +1,300 New
AC
4910
Applied Capital
Arkansas
$488K -$23.5K -66 -5%
PA
4911
Prism Advisors
California
$484K +$106K +297 +30%
FWM
4912
FMA Wealth Management
Massachusetts
$483K +$457K +1,285 New
FCT
4913
Family Capital Trust
Massachusetts
$482K – – –
HC
4914
Hoese & Co
Minnesota
$481K – – –
WWM
4915
Wiser Wealth Management
Georgia
$479K +$463K +1,301 New
LTL
4916
Lowery Thomas LLC
California
$477K -$28.1K -79 -6%
OKSA
4917
O'Keefe Stevens Advisory
New York
$475K +$29.2K +82 +7%
DW
4918
Dodds Wealth
Colorado
$474K +$449K +1,261 New
LAM
4919
Lifestyle Asset Management
Texas
$474K -$46.6K -131 -9%
CMTU
4920
Capital Markets Trading (UK)
United Kingdom
$474K -$767K -2,156 -63%
BC
4921
Barnett & Company
Tennessee
$472K – – –
BBWP
4922
Beacon Bridge Wealth Partners
Pennsylvania
$471K -$101K -285 -19%
SC
4923
Schubert & Co
Texas
$470K +$43.8K +123 +11%
WFC
4924
Western Financial Corp
California
$468K -$9.61K -27 -2%
SWP
4925
Significant Wealth Partners
Illinois
$466K +$441K +1,240 New
195 196
197
198 199