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Name Holding Trade Value Shares
Change 		Change in
Stake
AU
3351
AlphaGrep UK
$467K +$460K +1,038 New
PWS
3352
Pursuit Wealth Strategies
North Carolina
$467K +$460K +1,038 New
HWA
3353
Hilltop Wealth Advisors
North Carolina
$466K +$190K +429 +71%
NCM
3354
Northside Capital Management
Oregon
$465K – – –
AIFAIM
3355
American Institute for Advanced Investment Management
Arizona
$465K +$94.9K +214 +26%
OCM
3356
Osterweis Capital Management
California
$465K +$81.6K +184 +22%
IIC
3357
Integrated Investment Consultants
Michigan
$464K -$176K -397 -28%
DF
3358
Daviman Financial
Indiana
$464K +$457K +1,031 New
WHC
3359
Wulff, Hansen & Co
California
$463K – – –
BMCM
3360
Burns Matteson Capital Management
New York
$461K -$68.3K -154 -13%
LF
3361
Lee Financial
Texas
$461K -$1.76M -3,975 -80%
FI
3362
Financial Insights
Washington
$460K +$59.4K +134 +15%
E
3363
EntreWealth
Texas
$460K +$21.3K +48 +4%
CWM
3364
Copia Wealth Management
Oregon
$460K +$10.6K +24 +2%
CC
3365
Courier Capital
New York
$456K -$2.7M -6,080 -86%
LC
3366
Lavaca Capital
Texas
$456K – – –
TCM
3367
Tradewinds Capital Management
Washington
$456K +$46.5K +105 +12%
FFWM
3368
Future Financial Wealth Management
Ohio
$456K – – –
AIA
3369
Armor Investment Advisors
North Carolina
$456K – – –
GP
3370
Guardian Partners
Canada
$455K +$109K +245 +28%
AAM
3371
Augustine Asset Management
Florida
$455K +$13.3K +30 +3%
ORAM
3372
One River Asset Management
Connecticut
$453K +$447K +1,008 New
AWP
3373
Axis Wealth Partners
Rhode Island
$453K -$90.9K -205 -17%
HWMC
3374
Heritage Wealth Management (California)
California
$452K -$35.5K -80 -7%
WAS
3375
Wealth Advisory Solutions
Indiana
$452K +$70.9K +160 +19%
133 134
135
136 137