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Name Holding Trade Value Shares
Change 		Change in
Stake
AL
3051
ACAS LLC
California
$430K +$73.7K +229 +25%
SFS
3052
Security Financial Services
Indiana
$429K +$18.3K +57 +6%
CFS
3053
Commonwealth Financial Services
West Virginia
$429K +$341K +1,061 New
VWM
3054
Vermillion Wealth Management
Minnesota
$428K +$341K +1,061 New
VIA
3055
Victrix Investment Advisors
Florida
$428K +$341K +1,060 New
RC
3056
Rahlfs Capital
Texas
$426K +$339K +1,055 New
RA
3057
RiverPark Advisors
New York
$426K +$780K +2,424 +2,309%
AMM
3058
American Money Management
California
$426K -$192K -598 -36%
FCIM
3059
Fairview Capital Investment Management
California
$426K – – –
FC
3060
Fusion Capital
South Carolina
$426K +$88.8K +276 +35%
4WM
3061
49 Wealth Management
Texas
$426K +$90.4K +281 +36%
KFS
3062
Kelly Financial Services
Massachusetts
$425K -$20.9K -65 -6%
NI
3063
Natural Investments
California
$425K +$339K +1,053 New
ATWA
3064
Arbor Trust Wealth Advisors
Michigan
$425K -$189K -587 -36%
MIC
3065
Meridian Investment Counsel
California
$424K +$55K +171 +19%
RA
3066
Riversedge Advisors
Delaware
$424K +$83.3K +259 +33%
TC
3067
Tairen Capital
Hong Kong
$424K -$211M -654,438 -100%
PWH
3068
Priebe Wealth Holdings
Minnesota
$424K -$15.8K -49 -4%
CWM
3069
ClientFirst Wealth Management
Arkansas
$424K +$338K +1,050 New
NF
3070
Nikulski Financial
Iowa
$423K – – –
HIM
3071
Hanlon Investment Management
New Jersey
$422K +$49.9K +155 +17%
HNW
3072
High Note Wealth
Minnesota
$421K – – –
DWM
3073
Dorchester Wealth Management
Quebec, Canada
$421K +$353K +1,098 New
1SB
3074
1ST Source Bank
Indiana
$421K +$17.7K +55 +6%
LWA
3075
Lantern Wealth Advisors
New York
$420K -$48.3K -150 -13%
121 122
123
124 125