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Name Holding Trade Value Shares
Change 		Change in
Stake
NCG
2751
Newport Capital Group
New Jersey
$556K +$548K +2,393 New
BAM
2752
Bellevue Asset Management
Washington
$556K -$13K -57 -2%
FCA
2753
FLC Capital Advisors
California
$555K -$11.9K -52 -2%
OPWM
2754
Oakwell Private Wealth Management
Texas
$555K +$43.5K +190 +9%
TCM
2755
Tandem Capital Management
New Jersey
$555K – – –
HWM
2756
Hemington Wealth Management
Virginia
$554K -$24.7K -108 -4%
MAM
2757
McCarthy Asset Management
California
$553K – – –
SFWA
2758
Summit Financial Wealth Advisors
Louisiana
$552K -$45.8K -200 -8%
PG
2759
Prostatis Group
Maryland
$550K +$3.2K +14 +0.6%
SWM
2760
Salvus Wealth Management
New Jersey
$548K -$25.6K -112 -5%
KC
2761
Kenfarb & Co
Kentucky
$548K -$22.9K -100 -4%
AFG
2762
Allegheny Financial Group
Pennsylvania
$547K -$458 -2 -0.1%
AAM
2763
Alphadyne Asset Management
New York
$547K +$528K +2,305 New
UL
2764
Unionview LLC
Washington
$546K -$11K -48 -2%
CSB
2765
City State Bank
Iowa
$546K -$21.3K -93 -4%
PIMG
2766
Patriot Investment Management Group
Tennessee
$545K -$34.1K -149 -6%
3IP
2767
3Chopt Investment Partners
Virginia
$544K +$4.12K +18 +0.8%
LA
2768
LexAurum Advisors
Kansas
$544K -$74.8K -327 -12%
IF
2769
Integrity Financial
Wyoming
$544K -$11.9K -52 -2%
GP
2770
Geneva Partners
Wisconsin
$544K -$15.3K -67 -3%
GA
2771
Goldstein Advisors
Wisconsin
$543K -$9.61K -42 -2%
GCM
2772
Gator Capital Management
Florida
$543K – – –
GSIS
2773
Global Strategic Investment Solutions
Arizona
$543K +$1.37K +6 +0.3%
CWS
2774
Cypress Wealth Services
California
$542K +$175K +763 +52%
C
2775
CEDRUS
Colorado
$542K -$163K -713 -24%
109 110
111
112 113