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Name Holding Trade Value Shares
Change 		Change in
Stake
HIA
4701
HTG Investment Advisors
Connecticut
$585K -$14.3K -114 -3%
BFS
4702
Bare Financial Services
Pennsylvania
$583K +$126K +1,002 +37%
CWP
4703
Corepath Wealth Partners
Arizona
$583K -$48.2K -383 -9%
MFC
4704
Morris Financial Concepts
South Carolina
$583K -$6.29K -50 -1%
BWM
4705
Buska Wealth Management
Wisconsin
$582K +$202K +1,607 +77%
MTIM
4706
Marathon Trading Investment Management
Pennsylvania
$581K -$63.3M -503,220 -99%
CF
4707
Crosspoint Financial
California
$581K -$10.1K -80 -2%
CAG
4708
Compass Advisory Group
New York
$580K -$4.15K -33 -0.9%
FWMP
4709
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$577K +$12.8K +102 +3%
RIA
4710
Richwood Investment Advisors
Ohio
$577K – – –
NA
4711
Nottingham Advisors
New York
$575K -$50.7K -403 -10%
WFG
4712
Wills Financial Group
Virginia
$575K +$7.3K +58 +2%
TVM
4713
True Vision MN
Minnesota
$574K +$4.03K +32 +0.9%
DAS
4714
DMKC Advisory Services
Iowa
$574K +$39K +310 +10%
WC
4715
Wexford Capital
Florida
$574K +$64.9K +516 +17%
AWM
4716
Act Wealth Management
Texas
$574K -$249K -1,982 -35%
CCM
4717
Causeway Capital Management
California
$574K -$62K -493 -12%
SIAG
4718
Signet Investment Advisory Group
Rhode Island
$573K +$78.7K +625 +21%
MWM
4719
Mittelman Wealth Management
Massachusetts
$573K +$39.8K +316 +10%
MIM
4720
Macroview Investment Management
Maryland
$570K -$7.42K -59 -2%
MCM
4721
McRae Capital Management
New Jersey
$569K – – –
GPA
4722
Guidance Point Advisors
Massachusetts
$565K -$63.6K -505 -12%
NECFA
4723
New England Capital Financial Advisors
Connecticut
$565K +$71.2K +566 +19%
RWM
4724
RBA Wealth Management
California
$561K +$16.5K +131 +4%
HSWS
4725
Higgins & Schmidt Wealth Strategies
Colorado
$560K +$32.8K +261 +8%
187 188
189
190 191