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Name Holding Trade Value Shares
Change 		Change in
Stake
LAM
2551
LifePro Asset Management
California
$486K -$553K -2,419 -54%
BWM
2552
BerganKDV Wealth Management
Minnesota
$482K – – –
HFS
2553
Howard Financial Services
Texas
$479K -$68.6K -300 -13%
HIS
2554
Horizon Investment Services
Indiana
$478K -$3.2K -14 -0.7%
DE
2555
Day & Ennis
Georgia
$478K – – –
SCM
2556
SOL Capital Management
Maryland
$477K -$11.4K -50 -2%
EWA
2557
Encompass Wealth Advisors
Oregon
$477K +$2.29K +10 +0.5%
LCM
2558
LVM Capital Management
Michigan
$477K +$229K +1,000 +96%
VCM
2559
Vivaldi Capital Management
Illinois
$472K -$18.5K -81 -4%
FP
2560
Fiduciary Planning
Florida
$472K +$449K +1,963 +3,444%
PCC
2561
Park Circle Company
Maryland
$468K – – –
HWM
2562
Hemington Wealth Management
Virginia
$465K +$18.3K +80 +4%
SAF
2563
Smith Anglin Financial
Texas
$464K +$457 +2 +0.1%
TFCP
2564
Twin Focus Capital Partners
Massachusetts
$463K +$40.7K +178 +10%
AO
2565
Allen Operations
New York
$460K – – –
QCIG
2566
Quad-Cities Investment Group
Iowa
$460K +$2.52K +11 +0.6%
SCA
2567
Sage Capital Advisors
South Dakota
$459K +$8.23K +36 +2%
HFP
2568
Holistic Financial Partners
Indiana
$456K – – –
NFG
2569
Nadler Financial Group
Illinois
$456K +$14.9K +65 +3%
AP
2570
Adero Partners
California
$456K +$37.7K +165 +9%
CWA
2571
Clearview Wealth Advisors
Oregon
$455K -$13.5K -59 -3%
EBA
2572
Eagle Bay Advisors
New York
$455K +$441K +1,930 New
PCFFS
2573
Pacific Center for Financial Services
California
$453K +$229 +1 +0.1%
MWC
2574
MBM Wealth Consultants
Missouri
$447K -$7.32K -32 -2%
VCM
2575
Versant Capital Management
Arizona
$447K -$2.52K -11 -0.6%
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