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Name Holding Trade Value Shares
Change 		Change in
Stake
TI
4576
tru Independence
Oregon
$534K -$66K -479 -11%
KFG
4577
Kropog Financial Group
Louisiana
$533K +$547K +3,968 New
HCM
4578
Hudson Capital Management
New Jersey
$532K – – –
BI
4579
BFI Infinity
Switzerland
$531K +$545K +3,954 New
FWM
4580
Forefront Wealth Management
Pennsylvania
$529K +$543K +3,941 New
PIN
4581
Prudent Investors Network
California
$529K +$97.4K +707 +22%
OC
4582
Optima Capital
Oregon
$527K +$541K +3,926 New
GSAM
4583
Grant Street Asset Management
Pennsylvania
$526K +$60.2K +437 +13%
AC
4584
AIFG Consultants
New York
$526K +$51.3K +372 +10%
BPC
4585
Bryce Point Capital
New York
$526K +$540K +3,917 New
LFP
4586
Lakeshore Financial Planning
Michigan
$526K -$34.5K -250 -6%
NA
4587
Nottingham Advisors
New York
$524K – – –
LWMNY
4588
Landmark Wealth Management (New York)
New York
$523K -$23.4K -170 -4%
TVM
4589
True Vision MN
Minnesota
$523K -$25.2K -183 -4%
CWP
4590
Corepath Wealth Partners
Arizona
$521K -$62.9K -456 -10%
SFS
4591
Searcy Financial Services
Kansas
$521K – – –
JPT
4592
Jordan Park Trust
New Hampshire
$521K +$535K +3,881 New
CI
4593
Ceera Investments
Texas
$518K – – –
CWM
4594
Collaborative Wealth Management
Florida
$518K -$12.5K -91 -2%
HI
4595
Hendershot Investments
Virginia
$518K -$21.4K -155 -4%
SFC
4596
Swisher Financial Concepts
Ohio
$517K -$156K -1,133 -23%
GWM
4597
Gitterman Wealth Management
New Jersey
$516K +$301K +2,185 +132%
CCM
4598
Causeway Capital Management
California
$516K -$54.2K -393 -9%
CIEP
4599
Constellation Investimentos e Participacoes
Brazil
$516K -$20.7K -150 -4%
SA
4600
Sincerus Advisory
New York
$515K +$529K +3,835 New
182 183
184
185 186