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Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
5076
WFA Asset Management
Wisconsin
$412K -$23.5K -55 -5%
CFO
5077
Custos Family Office
Texas
$412K +$2.99K +7 +0.7%
BFA
5078
Bright Financial Advisors
Michigan
$411K +$46.6K +109 +13%
AP
5079
Aspect Partners
Virginia
$410K +$1.71K +4 +0.4%
OFG
5080
Omega Financial Group
California
$410K -$718K -1,679 -64%
KCM
5081
Kennicott Capital Management
California
$405K – – –
CCM
5082
Causeway Capital Management
California
$404K – – –
CCAL
5083
City Center Advisors LLC
Michigan
$404K -$10.7K -25 -3%
DK
5084
David Kennon
Florida
$402K – – –
EA
5085
Ergawealth Advisors
Illinois
$402K +$12.8K +30 +3%
CWP
5086
Corepath Wealth Partners
Arizona
$401K -$1.28K -3 -0.3%
AC
5087
AIFG Consultants
New York
$401K -$11.1K -26 -3%
AFS
5088
AFG Fiduciary Services
Massachusetts
$401K +$427 +1 +0.1%
SWMG
5089
Sanchez Wealth Management Group
Florida
$399K +$5.13K +12 +1%
SA
5090
Sicart Associates
New York
$398K – – –
FPW
5091
Flagship Private Wealth
Massachusetts
$394K +$1.28K +3 +0.3%
M
5092
MYeCFO
California
$393K +$6.41K +15 +2%
LG
5093
LAM Group
Oregon
$393K – – –
LFG
5094
Leverty Financial Group
Wisconsin
$388K – – –
XC
5095
XY Capital
Hong Kong
$388K +$385K +901 New
ICMP
5096
Integrated Capital Management (Pennsylvania)
Pennsylvania
$387K -$20.1K -47 -5%
RP
5097
Reinhart Partners
Wisconsin
$387K – – –
NC
5098
nVerses Capital
Florida
$387K -$299K -700 -44%
DSCM
5099
Del-Sette Capital Management
New York
$387K – – –
IAIM
5100
Industrial Alliance Investment Management
Quebec, Canada
$385K -$25.6K -60 -6%
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