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Name Holding Trade Value Shares
Change 		Change in
Stake
NS
2826
Newman & Schimel
Illinois
$414K +$402K +1,993 New
TFCP
2827
Twin Focus Capital Partners
Massachusetts
$414K -$24.8K -123 -6%
IWS
2828
Insight Wealth Strategies
California
$414K -$3.05M -15,110 -88%
MWP
2829
Meredith Wealth Planning
Illinois
$413K +$401K +1,989 New
CPWA
2830
Cerro Pacific Wealth Advisors
California
$412K -$8.87K -44 -2%
VC
2831
Veery Capital
Delaware
$411K +$12.1K +60 +3%
MPW
2832
MGO Private Wealth
California
$410K -$5.24K -26 -1%
AO
2833
Allen Operations
New York
$408K – – –
LCM
2834
LVM Capital Management
Michigan
$408K +$11.7K +58 +3%
KFA
2835
Kelleher Financial Advisors
New York
$407K +$22.4K +111 +6%
AIP
2836
ARS Investment Partners
New York
$406K -$9.48K -47 -2%
JDR
2837
Jay D. Rosenbaum
$404K +$72.6K +360 +23%
KCG
2838
Kinsale Capital Group
Virginia
$404K +$392K +1,946 New
CSPAM
2839
Cary Street Partners Asset Management
Virginia
$403K -$36.3K -180 -8%
B
2840
Bellecapital
Switzerland
$402K – – –
AWA
2841
Amplius Wealth Advisors
Pennsylvania
$402K -$322K -1,595 -45%
BCG
2842
Breakwater Capital Group
New Jersey
$400K +$388K +1,925 New
XS
2843
XR Securities
Illinois
$399K +$49.8K +247 +15%
I
2844
InceptionR
California
$398K +$387K +1,918 New
HCA
2845
Heck Capital Advisors
Wisconsin
$398K +$5.24K +26 +1%
SIM
2846
Studio Investment Management
Illinois
$398K +$16.3K +81 +4%
FA
2847
Fortis Advisors
Pennsylvania
$397K – – –
AFAS
2848
Acorn Financial Advisory Services
Virginia
$397K +$12.1K +60 +3%
PVAMC
2849
PPS&V Asset Management Consultants
Michigan
$396K +$385K +1,908 New
MA
2850
MKT Advisors
California
$396K +$6.05K +30 +2%
112 113
114
115 116