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Name Holding Trade Value Shares
Change 		Change in
Stake
RA
5526
Resolute Advisors
California
$706K -$1.03M -2,537 -57%
GCIG
5527
Grand Central Investment Group
Florida
$705K -$6.88K -17 -0.9%
AA
5528
Auctus Advisors
North Carolina
$705K -$162K -400 -17%
AWA
5529
AmeriServ Wealth Advisors
Pennsylvania
$705K -$165K -407 -18%
TDWM
5530
Topel & Distasi Wealth Management
California
$705K +$538K +1,329 +237%
RWM
5531
Ruedi Wealth Management
Illinois
$704K -$27.9K -69 -4%
CCP
5532
Carmel Capital Partners
California
$701K +$33.6K +83 +5%
MGI
5533
Miller Global Investments
Texas
$701K +$297K +733 +64%
MBI
5534
May Barnhard Investments
Maryland
$700K +$87.4K +216 +13%
DFA
5535
DHJJ Financial Advisors
Illinois
$700K +$23.9K +59 +3%
FWA
5536
FORM Wealth Advisors
Wisconsin
$700K -$283K -700 -27%
WFP
5537
Welch Financial Planning
Colorado
$699K -$135K -334 -15%
PCMM
5538
Piedmont Capital Management (Montana)
Montana
$699K – – –
HWM
5539
Hemming & Wealth Management
Michigan
$699K -$132K -326 -15%
HPWM
5540
High Point Wealth Management
New Jersey
$699K +$405 +1 +0.1%
GK
5541
Graney & King
New York
$698K +$15K +37 +2%
SIA
5542
Sovereign Investment Advisors
Arizona
$698K – – –
BI
5543
Breachway Investments
Rhode Island
$696K -$404K -999 -35%
OL
5544
Odyssean LLC
Connecticut
$695K -$721K -1,783 -49%
PF
5545
Penney Financial
Texas
$694K – – –
WCM
5546
Washington Capital Management
Washington
$692K +$206K +510 +38%
BWG
5547
Balanced Wealth Group
Ohio
$692K -$126K -312 -14%
FWM
5548
Forteris Wealth Management
New York
$690K +$40.5K +100 +6%
DC
5549
Dahring Cusmano
Michigan
$689K -$42.9K -106 -5%
SHWM
5550
Smith & Howard Wealth Management
Georgia
$687K -$1.62K -4 -0.2%
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222
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