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Name Holding Trade Value Shares
Change 		Change in
Stake
CMA
4676
Cedar Mountain Advisors
Oregon
$456K -$138K -1,003 -23%
SC
4677
Soundwatch Capital
Connecticut
$456K +$222K +1,609 +90%
AWA
4678
Authentikos Wealth Advisory
California
$453K +$175K +1,272 +60%
CCM
4679
Cohen Capital Management
California
$453K – – –
NLP
4680
Next Level Private
New York
$452K – – –
TWD
4681
True Wealth Design
Ohio
$450K +$36.1K +262 +8%
SJGA
4682
Stephen J. Garry & Associates
New York
$449K +$21.1K +153 +5%
LGWM
4683
Litman Gregory Wealth Management
California
$448K +$89.6K +650 +24%
DIS
4684
Diversified Investment Strategies
Louisiana
$447K -$41.4K -300 -8%
CRIG
4685
Charter Research & Investment Group
Connecticut
$447K – – –
SG
4686
Strid Group
Pennsylvania
$446K +$214K +1,550 +88%
RCM
4687
RMR Capital Management
California
$446K – – –
ATI
4688
Act Two Investors
California
$445K – – –
MBFW
4689
Morton Brown Family Wealth
Pennsylvania
$442K – – –
RWM
4690
RBA Wealth Management
California
$442K -$86.1K -625 -16%
GF
4691
Goodman Financial
Texas
$441K +$453K +3,286 New
V
4692
VeraBank
Texas
$440K +$38.6K +280 +9%
BWS
4693
Buck Wealth Strategies
Colorado
$440K +$451K +3,274 New
EU
4694
Emory University
Georgia
$439K +$19.6K +142 +5%
ATIA
4695
American Trust Investment Advisors
New Hampshire
$439K – – –
MIS
4696
Morningstar Investment Services
Illinois
$439K -$14.8M -107,413 -97%
LSA
4697
Lansing Street Advisors
Pennsylvania
$439K +$75.1K +545 +20%
PCMC
4698
Paragon Capital Management (Colorado)
Colorado
$439K +$35.3K +256 +9%
CWA
4699
Cura Wealth Advisors
Illinois
$438K +$449K +3,260 New
FSWA
4700
Financial Synergies Wealth Advisors
Texas
$437K -$108K -785 -19%
186 187
188
189 190