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Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
5376
Arkansas Financial Group
Arkansas
$690K -$25.6K -60 -4%
SVWG
5377
Shared Vision Wealth Group
United States
$689K -$35.4K -83 -5%
LWM
5378
Luminvest Wealth Management
Arizona
$687K +$12.4K +29 +2%
FFG
5379
Foundry Financial Group
New Hampshire
$686K -$27.7K -65 -4%
SC
5380
Schoolcraft Capital
Colorado
$684K – – –
SC
5381
Schubert & Co
Texas
$681K +$78.4K +184 +13%
TFG
5382
Tull Financial Group
Virginia
$679K +$687K +1,612 New
KG
5383
Kilter Group
New York
$678K +$685K +1,608 New
MFG
5384
Mendota Financial Group
Wisconsin
$675K -$112K -262 -14%
FOR
5385
Family Office Research
Maryland
$675K +$682K +1,601 New
DMKJ
5386
David M. Knott Jr
$674K – – –
CSIA
5387
Carl Stuart Investment Advisor
Texas
$673K +$426 +1 +0.1%
AWMNY
5388
Arcadia Wealth Management (New York)
New York
$673K +$680K +1,596 New
SWM
5389
Sagace Wealth Management
Florida
$672K -$41.7K -98 -6%
CMMS
5390
Comprehensive Money Management Services
Florida
$672K +$679K +1,595 New
MF
5391
Manuka Financial
Virginia
$672K +$679K +1,594 New
VWA
5392
Valued Wealth Advisors
Utah
$671K -$12.4K -29 -2%
NWA
5393
Navis Wealth Advisors
New York
$666K +$118K +278 +21%
MB
5394
Mizuho Bank
Japan
$662K +$669K +1,570 New
SCA
5395
Strathmore Capital Advisors
North Carolina
$660K +$667K +1,567 New
TF
5396
Threadgill Financial
Texas
$652K +$3.83K +9 +0.6%
AAS
5397
AdviceOne Advisory Services
Connecticut
$651K +$658K +1,545 New
TA
5398
TKG Advisors
Indiana
$651K -$313K -734 -33%
TWM
5399
Tanglewood Wealth Management
Texas
$651K +$184K +431 +39%
CPWM
5400
Cypress Point Wealth Management
Texas
$650K -$709K -1,665 -52%
214 215
216
217 218