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Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
5351
Anfield Capital Management
California
$717K +$49.9K +115 +9%
FCG
5352
Financial Connections Group
California
$716K +$31.3K +72 +5%
BCM
5353
Basso Capital Management
Connecticut
$716K -$23.9K -55 -4%
PA
5354
Prism Advisors
California
$712K – – –
AWM
5355
Altus Wealth Management
Kentucky
$711K -$504K -1,161 -45%
CCG
5356
Capital CS Group
California
$710K +$375K +864 +153%
DWM
5357
Denver Wealth Management
Colorado
$709K -$9.55K -22 -2%
OA
5358
Oceanside Advisors
South Carolina
$708K – – –
SC
5359
Schiavi & Co
Delaware
$706K – – –
DAL
5360
Delta Accumulation LLC
California
$701K +$869 +2 +0.1%
GFM
5361
GEN Financial Management
Minnesota
$700K -$413K -952 -40%
EPM
5362
Elm Partners Management
Pennsylvania
$699K +$264K +607 +76%
MSA
5363
Marathon Strategic Advisors
Pennsylvania
$697K +$28.7K +66 +5%
MCA
5364
Martin Capital Advisors
Texas
$696K – – –
BSG
5365
Black Swift Group
Colorado
$696K +$85.1K +196 +16%
FIC
5366
Family Investment Center
Missouri
$694K +$370K +852 +157%
GWA
5367
Gutierrez Wealth Advisory
Arkansas
$692K -$169K -390 -22%
TVAMP
5368
Tennessee Valley Asset Management Partners
Tennessee
$691K -$2.18M -5,018 -78%
GWA
5369
Genesis Wealth Advisors
Massachusetts
$690K – – –
LAM
5370
Lountzis Asset Management
Pennsylvania
$687K – – –
FIA
5371
FPC Investment Advisory
California
$686K +$20.8K +48 +4%
STFP
5372
Signal Tree Financial Partners
Ohio
$685K +$36K +83 +6%
JWM
5373
JDH Wealth Management
California
$683K -$110K -254 -16%
OKSA
5374
O'Keefe Stevens Advisory
New York
$682K +$3.91K +9 +0.7%
NLWP
5375
Next Level Wealth Planning
Idaho
$678K -$1.74K -4 -0.3%
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215
216 217