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Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
1526
CVA Family Office
Colorado
$366K +$12.5K +340 +4%
PWM
1527
Prentice Wealth Management
New York
$366K +$306K +8,310 New
MAWCM
1528
Mine & Arao Wealth Creation & Management
California
$366K -$46K -1,250 -13%
NCM
1529
Next Capital Management
New York
$366K – – –
AI
1530
Accredited Investors
Minnesota
$365K – – –
APW
1531
Aurora Private Wealth
New Jersey
$364K -$11.4K -310 -4%
CA
1532
Claar Advisors
New York
$363K -$27.6K -750 -8%
AFG
1533
Atomi Financial Group
New York
$363K -$38.7K -1,050 -11%
NERM
1534
New England Research & Management
Illinois
$363K +$304K +8,250 New
FCB
1535
First Command Bank
Texas
$363K -$23.6K -640 -7%
FCFS
1536
First Command Financial Services
Texas
$363K -$23.6K -640 -7%
NHC
1537
Nicholas Hoffman & Company
Georgia
$362K -$14.7K -400 -5%
WJA
1538
Willis Johnson & Associates
Texas
$360K +$20.6K +560 +7%
SIG
1539
Stonegate Investment Group
Alabama
$360K -$3.68K -100 -1%
CT
1540
Chicago Trust
Illinois
$360K +$301K +8,170 New
SFCL
1541
Strengthening Families & Communities LLC
Massachusetts
$359K +$301K +8,160 New
NAS
1542
Nicolet Advisory Services
Wisconsin
$359K +$301K +8,170 New
AMR
1543
Asset Management Resources
Massachusetts
$358K -$12.2K -330 -4%
ACM
1544
Academy Capital Management
Texas
$358K +$299K +8,130 New
FHA
1545
First Horizon Advisors
Tennessee
$357K -$38.7K -1,050 -11%
SA
1546
SFI Advisors
New Jersey
$355K -$47.9K -1,300 -14%
RCA
1547
Resonant Capital Advisors
Wisconsin
$355K +$2.95K +80 +1%
PWM
1548
Purus Wealth Management
California
$354K – – –
LFG
1549
Lazard Frères Gestion
France
$354K -$15.8K -430 -5%
SFS
1550
Solitude Financial Services
Virginia
$353K +$295K +8,020 New
60 61
62
63 64