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Name Holding Trade Value Shares
Change 		Change in
Stake
GC
2551
Grace Capital
Massachusetts
$39K +$38.2K +1,324 New
LWM
2552
Lionsbridge Wealth Management
Florida
$39K +$38.2K +1,324 New
DI
2553
Disciplined Investments
Oklahoma
$38K +$37K +1,282 New
ACM
2554
AUA Capital Management
Pennsylvania
$35K – – –
RWM
2555
Raffa Wealth Management
District of Columbia
$34.1K +$115 +4 +0.3%
RA
2556
Rational Advisors
New York
$33K -$639K -22,133 -95%
CCM
2557
Copeland Capital Management
Pennsylvania
$32K – – –
LWS
2558
Lucia Wealth Services
California
$32K +$3.7K +128 +13%
FEG
2559
Financial Enhancement Group
Indiana
$30K – – –
PC
2560
Permanens Capital
New York
$30K – – –
SMG
2561
Spectrum Management Group
Indiana
$30K – – –
JWM
2562
Janiczek Wealth Management
Colorado
$28K – – –
TWP
2563
TFO Wealth Partners
Ohio
$27K +$26.8K +927 New
CI
2564
Clal Insurance
Israel
$25K -$727K -25,186 -95%
HH
2565
HWG Holdings
Texas
$23K +$22.3K +773 New
TVWM
2566
Tower View Wealth Management
Wisconsin
$22K +$144 +5 +0.7%
MAM
2567
Marquette Asset Management
Minnesota
$20K -$6.35K -220 -24%
AWMS
2568
Advocacy Wealth Management Services
Georgia
$19K – – –
AP
2569
Atwood & Palmer
Missouri
$15K – – –
TCCM
2570
Timber Creek Capital Management
Massachusetts
$15K +$15.3K +530 New
VCS
2571
Vaughan & Co Securities
New Jersey
$14.1K +$13.8K +477 New
WLPWM
2572
Walled Lake Planning & Wealth Management
Illinois
$14K +$13.5K +467 New
NG
2573
NWK Group
California
$14K +$13.7K +474 New
AGA
2574
Accuvest Global Advisors
Utah
$13K – – –
CIAS
2575
CBIZ Investment Advisory Services
Ohio
$13K – – –
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103
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