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Name Holding Trade Value Shares
Change 		Change in
Stake
FH
3001
FWG Holdings
Florida
$365K +$3.43K +15 +1%
BWCS
3002
Beirne Wealth Consulting Services
Connecticut
$365K -$7.09K -31 -2%
WPWM
3003
Western Pacific Wealth Management
Illinois
$364K +$91.5K +400 +35%
MIAS
3004
Mason Investment Advisory Services
Virginia
$364K – – –
LFGH
3005
Lee Financial Group Hawaii
Hawaii
$363K -$41.2K -180 -11%
CA
3006
Crumly & Associates
Illinois
$363K -$49.9K -218 -12%
RAM
3007
Roanoke Asset Management
New Jersey
$363K – – –
WSWA
3008
Warren Street Wealth Advisors
California
$363K +$33.2K +145 +10%
BHPW
3009
Beverly Hills Private Wealth
California
$362K +$110K +481 +47%
SM
3010
Sweeney & Michel
California
$362K +$1.37K +6 +0.4%
SRC
3011
Shufro Rose & Co
New York
$362K +$14.6K +64 +4%
LF
3012
Lantz Financial
Illinois
$360K +$5.04K +22 +1%
FG
3013
Foster Group
Iowa
$360K +$11K +48 +3%
VDI
3014
Vaughan David Investments
Illinois
$360K +$20.8K +91 +6%
MAP
3015
Milestone Advisory Partners
North Carolina
$360K – – –
AMG
3016
Advisors Management Group
Wisconsin
$359K -$5.04K -22 -1%
PCA
3017
Peddock Capital Advisors
Massachusetts
$357K +$11.4K +50 +3%
MCM
3018
Magnolia Capital Management
New York
$356K – – –
SC
3019
Seldon Capital
California
$355K – – –
V
3020
VeraBank
Texas
$354K – – –
DLHL
3021
Donald L. Hagan LLC
Florida
$354K -$2.06K -9 -0.6%
WRM
3022
Weybosset Research & Management
Rhode Island
$354K -$14.9K -65 -4%
PAM
3023
Paradigm Asset Management
New York
$354K -$1.72M -7,500 -83%
PRWA
3024
Platte River Wealth Advisors
Colorado
$354K +$74.4K +325 +28%
HI
3025
Humankind Investments
New York
$354K +$341K +1,490 New
119 120
121
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