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Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
5301
Chesapeake Asset Management
New York
$638K +$39.1K +190 +6%
PA
5302
Prism Advisors
California
$635K -$80.6K -392 -11%
LAS
5303
Legacy Advisory Services
Pennsylvania
$633K +$14.8K +72 +2%
HIW
5304
Holos Integrated Wealth
Pennsylvania
$632K -$130K -630 -16%
AWA
5305
Authentikos Wealth Advisory
California
$632K +$39.1K +190 +6%
ACM
5306
Aurdan Capital Management
Pennsylvania
$631K -$52.4K -255 -7%
JPT
5307
Jordan Park Trust
New Hampshire
$629K -$57.4K -279 -8%
SEEDPG
5308
S.E.E.D. Planning Group
New York
$626K +$103K +503 +19%
ICM
5309
Innovator Capital Management
Illinois
$625K -$194K -942 -23%
AAM
5310
Auxier Asset Management
Oregon
$624K -$822 -4 -0.1%
DFP
5311
Donalies Financial Planning
District of Columbia
$622K +$617 +3 +0.1%
AA
5312
Auctus Advisors
North Carolina
$620K – – –
AIM
5313
Alhambra Investment Management
Florida
$619K +$93.8K +456 +17%
SVWG
5314
Shared Vision Wealth Group
United States
$618K -$61.3K -298 -9%
RSWA
5315
Robinson Smith Wealth Advisors
Maine
$617K +$116K +562 +22%
LCG
5316
Lynx Capital Group
Ohio
$617K +$356K +1,732 +128%
CCM
5317
Check Capital Management
California
$616K +$197K +960 +45%
CAM
5318
Campion Asset Management
Virginia
$615K +$58.6K +285 +10%
BFG
5319
Baron Financial Group
New Jersey
$615K +$1.85K +9 +0.3%
AF
5320
ASL Financial
California
$614K – – –
THL
5321
Tillman Hartley LLC
Colorado
$613K -$866K -4,214 -58%
BWA
5322
BCU Wealth Advisors
Illinois
$610K +$45K +219 +8%
CWM
5323
Core Wealth Management
Florida
$608K -$3.5K -17 -0.6%
ITB
5324
Idaho Trust Bank
Idaho
$607K – – –
FGC
5325
Financial Gravity Companies
Texas
$606K +$622K +3,027 New
211 212
213
214 215