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Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
4201
Verus Wealth Management
Wisconsin
$747K -$13.1K -103 -1%
BBWA
4202
Bell & Brown Wealth Advisors
California
$742K -$250K -1,974 -22%
BAM
4203
Bellevue Asset Management
Washington
$741K +$136K +1,070 +19%
LC
4204
Luminist Capital
Michigan
$741K +$8.37K +66 +1%
SHIM
4205
Stone House Investment Management
Pennsylvania
$740K +$84.4K +666 +11%
CFM
4206
Coronation Fund Managers
South Africa
$740K +$866K +6,831 New
HA
4207
HC Advisors
Georgia
$739K -$212K -1,669 -20%
VFIC
4208
Valley Forge Investment Consultants
Pennsylvania
$739K -$260K -2,048 -23%
G
4209
Gainplan
Michigan
$739K -$203K -1,601 -19%
GWM
4210
Gitterman Wealth Management
New Jersey
$739K +$376K +2,969 +77%
FWS
4211
FinDec Wealth Services
California
$738K +$78.8K +622 +10%
CFG
4212
Cornerstone Financial Group
Nebraska
$738K – – –
SF
4213
Seek First
California
$735K +$859K +6,777 New
AI
4214
Axecap Investments
Ohio
$734K -$190K -1,498 -18%
UFA
4215
Uptown Financial Advisors
Texas
$733K +$119K +939 +16%
TCOTS
4216
Trust Company of the South
North Carolina
$733K +$12.7K +100 +2%
BWM
4217
Base Wealth Management
Florida
$731K +$855K +6,747 New
MWS
4218
MFA Wealth Services
California
$731K +$31.8K +251 +4%
LCC
4219
Lincoln Capital Corp
Rhode Island
$730K -$3.15M -24,841 -79%
PCI
4220
Planning Center Inc
Illinois
$730K +$37.4K +295 +5%
MKC
4221
M. Kraus & Co
Vermont
$728K -$5.07K -40 -0.6%
DWS
4222
Discipline Wealth Solutions
South Carolina
$728K -$127 -1 -0%
CLA
4223
Carnegie Lake Advisors
New Jersey
$727K +$212K +1,675 +33%
AI
4224
AdvisorShares Investments
Maryland
$727K -$16.2K -128 -2%
RI
4225
RWWM Inc
California
$726K +$48.4K +382 +6%
167 168
169
170 171