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Name Holding Trade Value Shares
Change 		Change in
Stake
KG
5326
Kilter Group
New York
$600K -$3.67K -9 -0.6%
CSIA
5327
Carl Stuart Investment Advisor
Texas
$599K – – –
AWMNY
5328
Arcadia Wealth Management (New York)
New York
$599K – – –
ACM
5329
Alamar Capital Management
California
$599K -$179K -438 -22%
LKBC
5330
L.K. Benson & Company
Maryland
$598K +$95.8K +235 +17%
CWM
5331
Core Wealth Management
Florida
$597K +$26.9K +66 +4%
TPW
5332
TL Private Wealth
Texas
$593K – – –
PCMM
5333
Piedmont Capital Management (Montana)
Montana
$592K -$24.1K -59 -3%
SPI
5334
Strategic Planning Inc
Ohio
$591K +$642K +1,575 New
TCM
5335
TT Capital Management
California
$585K +$46.9K +115 +8%
BS
5336
Brighton Securities
New York
$585K +$28.5K +70 +5%
BFA
5337
Bright Financial Advisors
Michigan
$583K +$210K +515 +50%
WAM
5338
Weinberger Asset Management
California
$582K -$110K -271 -15%
CAM
5339
Cobblestone Asset Management
Virginia
$581K +$411K +1,007 +186%
TF
5340
Threadgill Financial
Texas
$580K – – –
TWM
5341
Tanglewood Wealth Management
Texas
$580K – – –
CPWM
5342
Cypress Point Wealth Management
Texas
$579K – – –
SCA
5343
Sippican Capital Advisors
Massachusetts
$577K – – –
WIC
5344
Whitegate Investment Counselors
New Hampshire
$573K +$65.2K +160 +12%
HSWS
5345
Higgins & Schmidt Wealth Strategies
Colorado
$572K -$6.12K -15 -1%
DO
5346
denkapparat Operations
Germany
$571K -$521K -1,278 -46%
NPI
5347
New Perspectives Inc
Mississippi
$570K +$408 +1 +0.1%
MA
5348
Maxele Advisors
Missouri
$568K +$51K +125 +9%
LWMT
5349
Legacy Wealth Management (Tennessee)
Tennessee
$568K -$118K -290 -16%
CWP
5350
Clark Wealth Partners
Illinois
$567K +$31K +76 +5%
212 213
214
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