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Name Holding Trade Value Shares
Change 		Change in
Stake
DWS
5426
Dynamic Wealth Strategies
California
$613K -$2.98K -7 -0.5%
TCM
5427
TT Capital Management
California
$611K +$615K +1,443 New
JWM
5428
JDH Wealth Management
California
$611K +$617K +1,449 New
CFO
5429
Custos Family Office
Texas
$610K +$209K +490 +51%
CCM
5430
Cutler Capital Management
Massachusetts
$610K +$113K +266 +23%
DWM
5431
Denver Wealth Management
Colorado
$609K -$6.82K -16 -1%
BA
5432
BCM Advisors
Louisiana
$608K +$32.4K +76 +5%
CWP
5433
Clark Wealth Partners
Illinois
$604K +$610K +1,433 New
FIA
5434
FPC Investment Advisory
California
$604K +$231K +543 +60%
DP
5435
Divergent Planning
Maryland
$601K – – –
FAM
5436
Fenimore Asset Management
New York
$600K -$11.9K -28 -2%
OA
5437
Oceanside Advisors
South Carolina
$600K – – –
RCWM
5438
Red Crane Wealth Management
California
$596K +$603K +1,415 New
SIA
5439
Spectrum Investment Advisors
Wisconsin
$595K +$4.26K +10 +0.7%
RS
5440
R Squared
Hong Kong
$594K +$601K +1,410 New
WFC
5441
Western Financial Corp
California
$594K +$84.3K +198 +16%
KTA
5442
Keeley-Teton Advisors
Illinois
$593K – – –
LTL
5443
Lowery Thomas LLC
California
$591K +$68.6K +161 +13%
FCG
5444
Financial Connections Group
California
$591K -$37.5K -88 -6%
MCA
5445
Martin Capital Advisors
Texas
$590K +$596K +1,400 New
SLT
5446
St Louis Trust
Missouri
$590K -$86.9K -204 -13%
PVAMC
5447
PPS&V Asset Management Consultants
Michigan
$588K +$426 +1 +0.1%
PCM
5448
Passive Capital Management
Maryland
$587K +$256K +600 +76%
MA
5449
Maxele Advisors
Missouri
$586K +$592K +1,389 New
GWA
5450
Genesis Wealth Advisors
Massachusetts
$585K +$591K +1,387 New
216 217
218
219 220