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Name Holding Trade Value Shares
Change 		Change in
Stake
LA
1526
Latitude Advisors
Florida
$368K -$60.8K -1,650 -16%
CFO
1527
CVA Family Office
Colorado
$366K +$12.5K +340 +4%
PWM
1528
Prentice Wealth Management
New York
$366K +$306K +8,310 New
MAWCM
1529
Mine & Arao Wealth Creation & Management
California
$366K -$46K -1,250 -13%
NCM
1530
Next Capital Management
New York
$366K – – –
AI
1531
Accredited Investors
Minnesota
$365K – – –
APW
1532
Aurora Private Wealth
New Jersey
$364K -$11.4K -310 -4%
CA
1533
Claar Advisors
New York
$363K -$27.6K -750 -8%
AFG
1534
Atomi Financial Group
New York
$363K -$38.7K -1,050 -11%
NERM
1535
New England Research & Management
Illinois
$363K +$304K +8,250 New
FCB
1536
First Command Bank
Texas
$363K -$23.6K -640 -7%
FCFS
1537
First Command Financial Services
Texas
$363K -$23.6K -640 -7%
NHC
1538
Nicholas Hoffman & Company
Georgia
$362K -$14.7K -400 -5%
WJA
1539
Willis Johnson & Associates
Texas
$360K +$20.6K +560 +7%
SIG
1540
Stonegate Investment Group
Alabama
$360K -$3.68K -100 -1%
CT
1541
Chicago Trust
Illinois
$360K +$301K +8,170 New
SFCL
1542
Strengthening Families & Communities LLC
Massachusetts
$359K +$301K +8,160 New
NAS
1543
Nicolet Advisory Services
Wisconsin
$359K +$301K +8,170 New
AMR
1544
Asset Management Resources
Massachusetts
$358K -$12.2K -330 -4%
ACM
1545
Academy Capital Management
Texas
$358K +$299K +8,130 New
FHA
1546
First Horizon Advisors
Tennessee
$357K -$38.7K -1,050 -11%
SA
1547
SFI Advisors
New Jersey
$355K -$47.9K -1,300 -14%
RCA
1548
Resonant Capital Advisors
Wisconsin
$355K +$2.95K +80 +1%
PWM
1549
Purus Wealth Management
California
$354K – – –
LFG
1550
Lazard Frères Gestion
France
$354K -$15.8K -430 -5%
60 61
62
63 64