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Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
5401
Stenahm Asset Management
Guernsey
$735K -$9.49M -18,610 -93%
NLWP
5402
Next Level Wealth Planning
Idaho
$735K +$29.1K +57 +4%
MSA
5403
Marathon Strategic Advisors
Pennsylvania
$726K +$510 +1 +0.1%
MCA
5404
Martin Capital Advisors
Texas
$725K – – –
BFP
5405
Briaud Financial Planning
Texas
$724K -$31.6K -62 -4%
TPW
5406
Tiller Private Wealth
Pennsylvania
$724K -$30.6K -60 -4%
FI
5407
FIDELIS iM
Oregon
$723K +$396K +776 +43%
LW
5408
Lauer Wealth
Indiana
$721K -$51K -100 -7%
LAMNM
5409
Longview Asset Management (New Mexico)
New Mexico
$721K +$36.7K +72 +5%
CFP
5410
Cypress Financial Planning
New Jersey
$721K +$14.3K +28 +2%
FIG
5411
FSA Investment Group
Florida
$719K +$432K +847 +158%
GWA
5412
Genesis Wealth Advisors
Massachusetts
$718K – – –
WC
5413
Wexford Capital
Florida
$717K +$125K +246 +22%
PAG
5414
Poinciana Advisors Group
Florida
$716K +$77.5K +152 +12%
LAM
5415
Lountzis Asset Management
Pennsylvania
$716K – – –
BCM
5416
Birmingham Capital Management
Alabama
$712K -$230K -450 -25%
AAS
5417
Asset Allocation Strategies
Michigan
$711K +$147K +289 +27%
OKSA
5418
O'Keefe Stevens Advisory
New York
$710K – – –
SC
5419
Schiavi & Co
Delaware
$709K -$25.5K -50 -4%
SIA
5420
Spectrum Investment Advisors
Wisconsin
$707K +$26.5K +52 +4%
AAG
5421
Avalon Advisory Group
Pennsylvania
$704K – – –
FAM
5422
Fenimore Asset Management
New York
$704K – – –
DAL
5423
Delta Accumulation LLC
California
$701K +$1.02K +2 +0.1%
DWM
5424
Denver Wealth Management
Colorado
$700K -$38.3K -75 -5%
ICM
5425
Innovator Capital Management
Illinois
$699K -$455K -891 -40%
215 216
217
218 219