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Name Holding Trade Value Shares
Change 		Change in
Stake
FI
5776
Fosun International
China
$485K -$3.31M -8,191 -86%
M
5777
MYeCFO
California
$485K +$115K +284 +28%
ACM
5778
Andina Capital Management
Utah
$484K +$117K +288 +29%
WCM
5779
WealthTrak Capital Management
Virginia
$483K -$6.88K -17 -1%
VFG
5780
Valley Financial Group
Pennsylvania
$483K -$40.5K -100 -7%
AWA
5781
Aquire Wealth Advisors
Utah
$482K +$66K +163 +14%
IWA
5782
Independent Wealth Advisors
North Carolina
$481K +$8.09K +20 +2%
MFG
5783
MTM Financial Group
Pennsylvania
$481K -$34K -84 -6%
RWA
5784
Resolute Wealth Advisor
Ohio
$478K – – –
PWM
5785
Pacific Wealth Management
California
$478K +$133K +329 +35%
SIMC
5786
Squire Investment Management Company
Utah
$477K +$180K +444 +53%
NI
5787
NFC Investments
Tennessee
$476K +$16.6K +41 +3%
SPIO
5788
Seven Post Investment Office
California
$476K – – –
OFA
5789
Oak Family Advisors
Illinois
$475K – – –
IWS
5790
Intentional Wealth Strategies
Colorado
$473K +$23.1K +57 +5%
SF
5791
Steffes Financial
Kansas
$471K +$55K +136 +12%
CAM
5792
Capital Asset Management
Colorado
$470K -$358K -885 -41%
VFIC
5793
Valley Forge Investment Consultants
Pennsylvania
$470K +$33.6K +83 +7%
CF
5794
Crosspoint Financial
California
$469K +$1.21K +3 +0.2%
OAG
5795
Oakmont Advisory Group
New Mexico
$468K -$11.3K -28 -2%
SC
5796
Schiavi & Co
Delaware
$468K +$27.1K +67 +6%
LTL
5797
Lowery Thomas LLC
California
$467K +$809 +2 +0.2%
BWMG
5798
Bannerman Wealth Management Group
Texas
$464K +$77.3K +191 +18%
TWM
5799
TopTier Wealth Management
Wisconsin
$464K +$5.66K +14 +1%
LA
5800
Layline Advisors
New York
$460K +$499K +1,234 New
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