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Name Holding Trade Value Shares
Change 		Change in
Stake
SC
5376
Schiavi & Co
Delaware
$533K -$24.1K -59 -4%
RCWM
5377
Red Crane Wealth Management
California
$531K – – –
CPA
5378
Clear Point Advisors
New York
$527K -$100K -246 -15%
HOWA
5379
Heritage Oak Wealth Advisors
Florida
$526K +$55.9K +137 +11%
MCA
5380
Martin Capital Advisors
Texas
$526K – – –
CAG
5381
Compass Advisory Group
New York
$525K +$104K +254 +22%
KP
5382
Kitching Partners
Pennsylvania
$522K -$42.8K -105 -7%
SGI
5383
Swan Global Investments
Colorado
$522K +$206K +505 +57%
GWA
5384
Genesis Wealth Advisors
Massachusetts
$521K – – –
Q1WB
5385
Quest 10 Wealth Builders
Virginia
$519K +$39.1K +96 +7%
AAG
5386
Avalon Advisory Group
Pennsylvania
$518K – – –
BFP
5387
Briaud Financial Planning
Texas
$514K – – –
LWA
5388
LifeGoal Wealth Advisors
New York
$514K +$4.89K +12 +0.9%
NLWP
5389
Next Level Wealth Planning
Idaho
$513K +$16.3K +40 +3%
FCG
5390
Financial Connections Group
California
$513K -$14.3K -35 -2%
CC
5391
Climber Capital
Switzerland
$513K – – –
CAIMH
5392
Central Asset Investments & Management Holdings
Hong Kong
$512K -$371K -909 -40%
SMAM
5393
Sugar Maple Asset Management
Wisconsin
$512K -$572K -1,403 -51%
OKSA
5394
O'Keefe Stevens Advisory
New York
$511K – – –
FAM
5395
Fenimore Asset Management
New York
$510K -$26.9K -66 -5%
LWA
5396
Ledgewood Wealth Advisors
New Hampshire
$506K – – –
OFG
5397
Opulen Financial Group
Virginia
$506K +$4.49K +11 +0.8%
LTL
5398
Lowery Thomas LLC
California
$505K -$23.2K -57 -4%
BF
5399
Bonfire Financial
Colorado
$505K +$28.5K +70 +5%
BBWP
5400
Beacon Bridge Wealth Partners
Pennsylvania
$505K +$14.7K +36 +3%
214 215
216
217 218