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Name Holding Trade Value Shares
Change 		Change in
Stake
BC
2801
Brio Consultants
California
$606K +$104K +3,120 +28%
SFG
2802
Sterling Financial Group
California
$605K +$475K +14,310 New
WB
2803
West Bancorporation
Iowa
$605K -$64.4K -1,940 -12%
FC
2804
Fusion Capital
South Carolina
$605K -$89.6K -2,700 -16%
TF
2805
Trek Financial
Arizona
$604K -$1.99K -60 -0.4%
CBA
2806
Coastal Bridge Advisors
Connecticut
$603K -$6.64K -200 -1%
SWRP
2807
Summit Wealth & Retirement Planning
California
$602K -$527K -15,880 -53%
MCP
2808
Mirador Capital Partners
California
$601K +$6.97K +210 +2%
HKAM
2809
Horizon Kinetics Asset Management
New York
$601K -$59.8K -1,800 -11%
NRI
2810
NFP Retirement Inc
California
$600K -$162K -4,890 -26%
BAM
2811
Blueshift Asset Management
New Jersey
$599K +$470K +14,160 New
NCM
2812
Noesis Capital Mangement
Florida
$597K +$8.3K +250 +2%
SWP
2813
Summit Wealth Partners
Florida
$595K +$81K +2,440 +21%
SEEDPG
2814
S.E.E.D. Planning Group
New York
$595K +$467K +14,060 New
AR
2815
Apeiron RIA
Texas
$592K +$5.64K +170 +1%
LC
2816
Longitude (Cayman)
Cayman Islands
$592K -$133K -4,000 -22%
SL
2817
Sonnipe Ltd
Isle Of Man
$591K -$565K -17,030 -55%
GTAM
2818
Global Trust Asset Management
Florida
$591K -$46.5K -1,400 -9%
FCAG
2819
First Capital Advisors Group
New Jersey
$591K -$46.5K -1,400 -9%
OWA
2820
One Wealth Advisors
California
$590K -$136K -4,090 -23%
APG
2821
Abacus Planning Group
South Carolina
$588K -$1.17M -35,340 -72%
EIA
2822
Edgemoor Investment Advisors
Maryland
$586K -$196K -5,910 -30%
KL
2823
KilterHowling LLC
Colorado
$585K +$52.5K +1,580 +13%
AA
2824
Auxano Advisors
Washington
$583K – – –
KA
2825
Kooman & Associates
Pennsylvania
$582K -$17.6K -530 -4%
111 112
113
114 115