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Name Holding Trade Value Shares
Change 		Change in
Stake
LAM
2576
LECAP Asset Management
United Kingdom
$463K +$192K +1,779 +56%
LWM
2577
Liberty Wealth Management
California
$463K -$206K -1,914 -28%
LPFG
2578
Landing Point Financial Group
Ohio
$461K +$33.4K +310 +7%
RCM
2579
Raleigh Capital Management
North Carolina
$461K -$387K -3,591 -42%
PCS
2580
Private Client Services
Kentucky
$460K +$9.92K +92 +2%
NCTC
2581
New Covenant Trust Company
Indiana
$460K +$7.66K +71 +1%
QFA
2582
Quantum Financial Advisors
California
$459K +$145K +1,341 +38%
CIC
2583
Cutler Investment Counsel
Oregon
$457K +$108K +1,000 +26%
TBT
2584
Texas Bank & Trust
Texas
$456K +$101K +940 +24%
CFFP
2585
Center for Financial Planning
Michigan
$455K -$62.5K -580 -11%
WF
2586
Whelan Financial
California
$454K -$202K -1,876 -28%
RGC
2587
Roberts, Glore & Co
Illinois
$454K -$9.7K -90 -2%
SC
2588
Solstein Capital
California
$453K – – –
MWM
2589
Marion Wealth Management
Pennsylvania
$453K +$37.4K +347 +7%
BWP
2590
Barlow Wealth Partners
Kentucky
$453K -$10.8K -100 -2%
DLA
2591
Douglas Lane & Associates
New York
$452K -$12.2K -113 -2%
CAU
2592
Caxton Associates (UK)
$451K -$40.8M -378,399 -99%
PPA
2593
Painted Porch Advisors
California
$451K +$1.08K +10 +0.2%
HKIMG
2594
Hutchens & Kramer Investment Management Group
Indiana
$449K -$29.8K -276 -5%
PWM
2595
Palumbo Wealth Management
New York
$449K -$11.9K -110 -2%
SFPG
2596
Stonebridge Financial Planning Group
Florida
$449K -$14K -130 -3%
VR
2597
Valued Retirements
Texas
$449K – – –
TFA
2598
Tobias Financial Advisors
Florida
$448K -$23.5K -218 -4%
BFS
2599
BridgePort Financial Solutions
Iowa
$448K -$18.9K -175 -4%
BMC
2600
Benin Management Corp
Connecticut
$447K – – –
102 103
104
105 106