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Name Holding Trade Value Shares
Change 		Change in
Stake
CSWM
3951
Cassady Schiller Wealth Management
Ohio
$694K -$2.36K -20 -0.3%
LAM
3952
LifePro Asset Management
California
$693K -$63.1K -534 -9%
IFPG
3953
Intrepid Financial Planning Group
Indiana
$690K +$63.2K +535 +10%
MWM
3954
Mascoma Wealth Management
New Hampshire
$689K – – –
LI
3955
LVZ Inc
Michigan
$687K +$68.2K +577 +11%
FS
3956
Financial Symmetry
North Carolina
$687K +$20.7K +175 +3%
PHS
3957
Pekin Hardy Strauss
Illinois
$685K -$149K -1,265 -18%
MWM
3958
MorganRosel Wealth Management
Colorado
$685K -$181K -1,530 -21%
KNFPWM
3959
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$684K -$25.3K -214 -4%
ACMA
3960
Arbor Capital Management (Alaska)
Alaska
$684K – – –
2L
3961
25 LLC
Missouri
$683K +$70.2K +594 +12%
MM
3962
Meridian Management
Arkansas
$683K +$49.5K +419 +8%
AWMNH
3963
Arcadia Wealth Management (New Hampshire)
New Hampshire
$682K +$11.3K +96 +2%
BIM
3964
Bullseye Investment Management
Ohio
$682K +$153K +1,295 +39%
NERM
3965
New England Research & Management
Illinois
$681K +$662K +5,605 New
BWA
3966
Boulder Wealth Advisors
Colorado
$681K -$90.4K -765 -12%
TWG
3967
The Wealth Group
Minnesota
$680K +$31.3K +265 +5%
ECG
3968
EPIQ Capital Group
California
$680K +$18K +152 +3%
CA
3969
Crane Advisory
California
$680K +$16.3K +138 +3%
CCA
3970
Carrera Capital Advisors
Michigan
$678K -$159K -1,346 -19%
FA
3971
FSA Advisors
Michigan
$677K +$425K +3,599 +188%
CFG
3972
Copley Financial Group
California
$676K +$658K +5,570 New
CCAL
3973
City Center Advisors LLC
Michigan
$674K +$546K +4,625 +499%
TFCP
3974
Twin Focus Capital Partners
Massachusetts
$673K +$23.6K +200 +4%
BWM
3975
BKM Wealth Management
Wisconsin
$673K +$654K +5,540 New
157 158
159
160 161