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Name Holding Trade Value Shares
Change 		Change in
Stake
RL
3626
Retireful LLC
Michigan
$633K +$508K +7,010 New
CFM
3627
Comprehensive Financial Management
California
$632K – – –
FI
3628
Fosun International
China
$632K +$507K +7,000 New
PSF
3629
Pacific Sun Financial
California
$632K +$193K +2,660 +61%
GCL
3630
Gouws Capital LLC
North Carolina
$631K +$60.2K +830 +13%
JWM
3631
JFG Wealth Management
Colorado
$629K -$452K -6,230 -47%
TAM
3632
Taurus Asset Management
New York
$629K -$17.4K -240 -3%
RMAM
3633
Raab & Moskowitz Asset Management
New Jersey
$628K -$40.6K -560 -7%
CA
3634
Carson Advisory
Georgia
$627K -$201K -2,770 -29%
CFP
3635
Curran Financial Partners
South Carolina
$625K +$8.7K +120 +2%
OPWM
3636
Oxinas Partners Wealth Management
Indiana
$624K -$144K -1,990 -22%
WAOI
3637
Wealth Advisors of Iowa
Iowa
$624K – – –
SWG
3638
Summit Wealth Group
Vermont
$623K +$174K +2,400 +53%
PCM
3639
Pointe Capital Management
Michigan
$619K +$26.8K +370 +6%
CPWM
3640
Cypress Point Wealth Management
Texas
$619K +$101K +1,390 +25%
AWAU
3641
Alliance Wealth Advisors (Utah)
Utah
$619K +$116K +1,600 +30%
SHIM
3642
Stone House Investment Management
Pennsylvania
$618K +$186K +2,560 +60%
BWM
3643
Brown Wealth Management
Illinois
$617K +$141K +1,950 +40%
CCA
3644
Cottonwood Capital Advisors
Utah
$617K -$82.6K -1,140 -14%
IFA
3645
Index Fund Advisors
California
$615K +$151K +2,090 +44%
ACA
3646
Affinity Capital Advisors
California
$615K +$45.7K +630 +10%
PPW
3647
Pasadena Private Wealth
California
$614K -$18.1K -250 -4%
WAG
3648
Wallace Advisory Group
California
$614K -$109K -1,500 -11%
SWM
3649
Sanctuary Wealth Management
Idaho
$614K +$141K +1,950 +40%
AMG
3650
Asset Management Group
Connecticut
$613K +$6.52K +90 +1%
144 145
146
147 148