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Name Holding Trade Value Shares
Change 		Change in
Stake
CWMA
5026
Capstone Wealth Management (Alabama)
Alabama
$783K -$2.75K -15 -0.3%
JRFS
5027
James Reed Financial Services
Ohio
$783K -$143K -778 -15%
SWM
5028
Shrier Wealth Management
California
$782K +$63.8K +348 +8%
NVIM
5029
New Vernon Investment Management
Illinois
$782K – – –
MFP
5030
Meramec Financial Planners
Missouri
$781K -$3.67K -20 -0.5%
IWP
5031
IAG Wealth Partners
Wisconsin
$780K -$62.4K -340 -7%
OCM
5032
Osbon Capital Management
Massachusetts
$780K +$117K +638 +17%
PWS
5033
Peloton Wealth Strategists
Indiana
$780K -$16.5K -90 -2%
CWA
5034
Capital Wealth Alliance
Arizona
$780K -$515K -2,805 -39%
KCM
5035
Key Capital Management
Tennessee
$780K +$314K +1,712 +62%
WFP
5036
Welch Financial Planning
Colorado
$779K +$117K +636 +17%
AWM
5037
Apex Wealth Management
New Hampshire
$778K +$177K +963 +28%
OFP
5038
OLIO Financial Planning
Virginia
$772K +$111K +604 +16%
NF
5039
NavPoint Financial
Minnesota
$772K -$90.4K -493 -10%
6SA
5040
6th Street Advisors
Alabama
$771K +$811K +4,419 New
SGWM
5041
Sterling Group Wealth Management
California
$769K +$390K +2,128 +93%
SI
5042
Sprott Inc
Ontario, Canada
$769K – – –
MBI
5043
May Barnhard Investments
Maryland
$767K -$24.6K -134 -3%
KRS
5044
Kentucky Retirement Systems
Kentucky
$765K -$261M -1,421,294 -97%
ACM
5045
Andina Capital Management
Utah
$763K -$1.52M -8,280 -65%
CMA
5046
Cedar Mountain Advisors
Oregon
$761K +$53.2K +290 +7%
TCPW
5047
Twin City Private Wealth
North Carolina
$761K – – –
SAS
5048
SMI Advisory Services
Indiana
$760K – – –
KFS
5049
Kelly Financial Services
Massachusetts
$760K +$30.6K +167 +4%
RW
5050
REDW Wealth
New Mexico
$760K +$47.3K +258 +6%
200 201
202
203 204