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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
4976
Capital Wealth Management
Rhode Island
$561K -$116K -272 -17%
TC
4977
TAGStone Capital
North Carolina
$561K +$32.5K +76 +6%
NWA
4978
Navis Wealth Advisors
New York
$560K +$1.71K +4 +0.3%
RBCM
4979
Raub Brock Capital Management
California
$560K – – –
ASGS
4980
Alpha Square Group S
New York
$559K +$42.7K +100 +8%
HWMT
4981
Heritage Wealth Management (Texas)
Texas
$558K – – –
ACM
4982
Anfield Capital Management
California
$555K +$8.98K +21 +2%
PA
4983
Prism Advisors
California
$554K – – –
FCT
4984
Family Capital Trust
Massachusetts
$552K – – –
BOC
4985
Bull Oak Capital
California
$549K +$100K +234 +22%
LIM
4986
Lagoda Investment Management
New York
$549K -$21.4K -50 -4%
OBWP
4987
O'Brien Wealth Partners
Massachusetts
$547K -$34.2K -80 -6%
KIC
4988
Keating Investment Counselors
Florida
$544K – – –
GWAM
4989
Guardian Wealth Advisors (Minnesota)
Minnesota
$543K -$10.7K -25 -2%
AC
4990
Applied Capital
Arkansas
$542K -$16.2K -38 -3%
LAM
4991
Lifestyle Asset Management
Texas
$541K +$44K +103 +9%
BC
4992
Barnett & Company
Tennessee
$540K – – –
JSA
4993
Jim Saulnier & Associates
Colorado
$538K +$534K +1,250 New
DA
4994
DSC Advisors
Illinois
$537K +$34.6K +81 +7%
KAM
4995
Kraft Asset Management
Tennessee
$537K +$47K +110 +10%
MAM
4996
McCarthy Asset Management
California
$535K -$171K -400 -24%
LTL
4997
Lowery Thomas LLC
California
$534K +$855 +2 +0.2%
KFG
4998
Kingdom Financial Group
Arizona
$534K -$123K -287 -19%
TAM
4999
TCP Asset Management
Ohio
$534K +$124K +291 +31%
LWMNY
5000
Landmark Wealth Management (New York)
New York
$531K +$528K +1,235 New
198 199
200
201 202