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Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
5001
CenterStar Asset Management
Illinois
$428K +$411K +1,015 New
WAM
5002
WFA Asset Management
Wisconsin
$427K +$87.4K +216 +27%
TFM
5003
Trademark Financial Management
Minnesota
$424K -$165K -407 -29%
EFN
5004
Equita Financial Network
Pennsylvania
$424K +$138K +341 +51%
HCA
5005
Hyperion Capital Advisors
New York
$424K – – –
BSWA
5006
Bromfield Sneider Wealth Advisors
Massachusetts
$423K +$264K +651 +184%
ASGS
5007
Alpha Square Group S
New York
$421K – – –
WI
5008
WJ Interests
Texas
$419K – – –
BFA
5009
Bluestem Financial Advisors
Illinois
$419K +$404K +997 New
KAM
5010
Kraft Asset Management
Tennessee
$419K +$121K +300 +43%
RFS
5011
Retirement Financial Solutions
Tennessee
$418K -$32K -79 -7%
CFO
5012
Custos Family Office
Texas
$416K +$16.2K +40 +4%
HP
5013
Highlander Partners
Texas
$413K +$425K +1,050 New
SWM
5014
Seaside Wealth Management
California
$413K – – –
TCFP
5015
Treasure Coast Financial Planning
Florida
$412K -$59.1K -146 -13%
ACM
5016
Anfield Capital Management
California
$412K +$175K +433 +79%
CCA
5017
Clarity Capital Advisors
Florida
$410K – – –
HI
5018
Harper Investing
California
$409K +$394K +973 New
NWA
5019
Navis Wealth Advisors
New York
$409K -$217K -536 -36%
BFS
5020
Beacon Financial Strategies
North Carolina
$407K -$12.5K -31 -3%
SFG
5021
Socha Financial Group
New York
$406K +$4.05K +10 +1%
CCM
5022
Causeway Capital Management
California
$406K +$391K +965 New
AFS
5023
AFG Fiduciary Services
Massachusetts
$406K -$25.1K -62 -6%
CCAL
5024
City Center Advisors LLC
Michigan
$405K +$390K +963 New
OF
5025
Outfitter Financial
Maine
$401K -$40.5K -100 -10%
199 200
201
202 203