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Name Holding Trade Value Shares
Change 		Change in
Stake
BF
4626
Brooklyn FI
New York
$496K -$20.7K -150 -4%
SG
4627
Stanich Group
New York
$495K +$508K +3,688 New
DCBT
4628
Dakota Community Bank & Trust
North Dakota
$494K +$79.9K +580 +19%
IWM
4629
Integris Wealth Management
California
$492K -$22.3K -162 -4%
WWP
4630
Waypoint Wealth Partners
California
$492K -$54.9K -398 -10%
CCM
4631
Collar Capital Management
Wisconsin
$492K +$504K +3,660 New
EW
4632
Element Wealth
Mississippi
$491K +$11K +80 +2%
BFPW
4633
BOK Financial Private Wealth
Colorado
$491K -$434K -3,146 -46%
MPW
4634
Magnolia Private Wealth
Pennsylvania
$491K +$504K +3,654 New
MCM
4635
McRae Capital Management
New Jersey
$490K +$44.8K +325 +10%
RA
4636
Ruggaard & Associates
Ohio
$490K -$151K -1,096 -23%
LAMNM
4637
Longview Asset Management (New Mexico)
New Mexico
$489K +$502K +3,645 New
FPW
4638
Flywheel Private Wealth
California
$487K +$500K +3,625 New
GFG
4639
GR Financial Group
Arizona
$486K +$186K +1,346 +59%
FGG
4640
Financial Guidance Group
Florida
$483K – – –
ICMM
4641
Integrated Capital Management (Michigan)
Michigan
$483K -$17.2K -125 -3%
SIC
4642
Sage Investment Counsel
Tennessee
$481K +$494K +3,581 New
CI
4643
Cavalier Investments
Georgia
$481K -$8.55M -62,034 -95%
ASG
4644
Ariston Services Group
California
$479K – – –
FF
4645
Farrell Financial
New York
$479K +$62.2K +451 +14%
TCPW
4646
Twin City Private Wealth
North Carolina
$478K – – –
PRRFG
4647
Paul R. Ried Financial Group
Washington
$478K +$491K +3,560 New
FWMP
4648
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$477K +$489K +3,551 New
HRC
4649
Hoertkorn Richard Charles
$475K +$9.65K +70 +2%
PWM
4650
Provident Wealth Management
Tennessee
$475K -$103K -746 -17%
184 185
186
187 188