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Name Holding Trade Value Shares
Change 		Change in
Stake
AGA
2826
Accuvest Global Advisors
Utah
$994K -$87.1K -1,880 -9%
HGWM
2827
Horst & Graben Wealth Management
Oregon
$992K – – –
AFA
2828
American Financial Advisors
Georgia
$991K -$6.95K -150 -0.7%
CIAS
2829
CFS Investment Advisory Services
New Jersey
$991K +$181K +3,910 +24%
VAM
2830
Valliance Asset Management
Hong Kong
$990K -$2.41M -52,000 -72%
ABLA
2831
Alan B. Lancz & Associates
Ohio
$990K -$69.5K -1,500 -7%
HP
2832
HT Partners
Connecticut
$990K -$8.34K -180 -0.9%
GC
2833
Gruss & Co
Florida
$990K +$463K +10,000 +100%
PR
2834
Payden & Rygel
California
$990K – – –
F4L
2835
Fortune 45 LLC
Louisiana
$990K +$11.1K +240 +1%
RA
2836
Rational Advisors
New York
$988K -$471K -10,170 -34%
MHR
2837
Matthew Hamilton Rosenberg
$987K – – –
PWS
2838
Precision Wealth Strategies
Missouri
$986K +$32K +690 +4%
AC
2839
AlphaCore Capital
California
$985K +$47.3K +1,020 +5%
NICM
2840
Neo Ivy Capital Management
New York
$985K -$2.91M -62,780 -76%
KMWM
2841
Keudell/Morrison Wealth Management
Oregon
$985K +$244K +5,270 +36%
DWM
2842
Darwin Wealth Management
Florida
$985K -$72.8K -1,570 -7%
CAM
2843
Columbia Asset Management
Michigan
$981K +$9.27K +200 +1%
EWA
2844
Emergent Wealth Advisors
New York
$980K +$917K +19,790 New
TSWM
2845
Triangle Securities Wealth Management
North Carolina
$977K -$86.2K -1,860 -9%
T
2846
TCWP
Ohio
$976K -$3.18M -68,700 -78%
BWM
2847
BlackDiamond Wealth Management
New York
$975K -$88.1K -1,900 -12%
NWM
2848
Northwest Wealth Management
Iowa
$975K +$13.9K +300 +2%
OA
2849
Oracle Alpha
Ontario, Canada
$974K +$911K +19,660 New
EFMC
2850
Empire Financial Management Company
New York
$970K +$12.5K +270 +1%
112 113
114
115 116