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Name Holding Trade Value Shares
Change 		Change in
Stake
AA
5526
AlphaMark Advisors
Kentucky
$494K +$79.7K +187 +19%
EFG
5527
Ehrlich Financial Group
California
$494K -$9.37K -22 -2%
GSC
5528
Ground Swell Capital
South Carolina
$493K -$8.72M -20,462 -95%
RCM
5529
Riggs Capital Management
Utah
$488K +$493K +1,157 New
SWM
5530
Seaside Wealth Management
California
$488K +$75K +176 +18%
TWP
5531
Total Wealth Planning
Ohio
$487K +$492K +1,155 New
AC
5532
Avant Capital
Louisiana
$487K +$492K +1,154 New
CWP
5533
Corepath Wealth Partners
Arizona
$484K +$89K +209 +22%
TVM
5534
True Vision MN
Minnesota
$484K -$6.82K -16 -1%
CAG
5535
Compass Advisory Group
New York
$482K – – –
JPT
5536
Jordan Park Trust
New Hampshire
$481K +$486K +1,141 New
AWA
5537
Adapt Wealth Advisors
Georgia
$480K +$15.3K +36 +3%
LWM
5538
Latko Wealth Management
Illinois
$479K +$35.4K +83 +8%
STFP
5539
Signal Tree Financial Partners
Ohio
$479K +$484K +1,136 New
MC
5540
McCarthy & Cox
Ohio
$476K +$2.13K +5 +0.4%
RPA
5541
Redwood Park Advisors
California
$474K +$479K +1,125 New
GCM
5542
Graver Capital Management
Ohio
$471K +$476K +1,117 New
FWM
5543
FMA Wealth Management
Massachusetts
$469K – – –
LAM
5544
Lountzis Asset Management
Pennsylvania
$468K – – –
LIS
5545
Legacy Investment Solutions
Idaho
$466K +$17.9K +42 +4%
LWMI
5546
Legacy Wealth Management (Idaho)
Idaho
$466K +$17.9K +42 +4%
SPA
5547
Sherbrooke Park Advisers
New York
$466K -$768K -1,802 -62%
JPG
5548
Jordan Park Group
California
$464K – – –
CC
5549
Carlson Capital
Texas
$464K +$469K +1,100 New
DACS
5550
Dymon Asia Capital (Singapore)
Singapore
$464K +$469K +1,100 New
220 221
222
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