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Name Holding Trade Value Shares
Change 		Change in
Stake
BP
5601
BCK Partners
New York
$386K -$4.34K -10 -1%
CC
5602
Corton Capital
Ontario, Canada
$386K +$337K +777 New
SF
5603
SWP Financial
California
$385K – – –
GRR
5604
Golden Reserve Retirement
Ohio
$383K -$82.9K -191 -20%
SIMC
5605
Squire Investment Management Company
Utah
$382K +$48.6K +112 +17%
KAM
5606
Kraft Asset Management
Tennessee
$381K -$103K -238 -24%
KCM
5607
Kennicott Capital Management
California
$381K +$4.34K +10 +1%
VBA
5608
von Borstel & Associates
Oregon
$381K +$58.6K +135 +23%
SIAM
5609
Sterling Investment Advisors (Missouri)
Missouri
$380K -$102K -235 -30%
NFP
5610
NorthLanding Financial Partners
New York
$378K – – –
BWA
5611
Bestgate Wealth Advisors
Maryland
$375K – – –
CM
5612
Cornerstone Management
Georgia
$372K +$65.1K +150 +25%
SFA
5613
Spectrum Financial Alliance
Kentucky
$370K – – –
EFP
5614
Envision Financial Planning
Tennessee
$368K +$16.9K +39 +6%
MFS
5615
McNamara Financial Services
Massachusetts
$365K – – –
JC
5616
JBGlobal.com
New York
$364K – – –
JFG
5617
JDM Financial Group
Texas
$363K – – –
SPWM
5618
Straight Path Wealth Management
Michigan
$363K +$11.3K +26 +4%
HWA
5619
Hillcrest Wealth Advisors
New Jersey
$362K – – –
AWA
5620
Aquire Wealth Advisors
Utah
$359K -$1.74K -4 -0.6%
S4W
5621
Solutions 4 Wealth
Texas
$357K – – –
SIAS
5622
Summit Investment Advisory Services
Minnesota
$355K -$189K -435 -38%
GSCM
5623
Greenfield Seitz Capital Management
Texas
$355K – – –
AC
5624
Applied Capital
Arkansas
$354K -$869 -2 -0.3%
NEPPG
5625
New England Professional Planning Group
Rhode Island
$353K – – –
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