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Name Holding Trade Value Shares
Change 		Change in
Stake
LWP
3251
Lumature Wealth Partners
Georgia
$43K -$757K -3,501 -95%
CMA
3252
Cedar Mountain Advisors
Oregon
$42K – – –
AS
3253
Altshuler Shaham
Israel
$41K +$40K +185 New
RDFA
3254
Ritter Daniher Financial Advisory
Ohio
$40K – – –
JIR
3255
James Investment Research
Ohio
$40K +$36.3K +168 +1,400%
DCM
3256
Disciplina Capital Management
Tennessee
$39.7K +$2.16K +10 +6%
EAM
3257
Eukles Asset Management
Ohio
$39K – – –
SSC
3258
Syverson Strege & Co
Iowa
$39K – – –
RA
3259
Rise Advisors
New York
$36K – – –
MFG
3260
Monumental Financial Group
Maryland
$35K +$34.6K +160 New
CFG
3261
CKW Financial Group
Hawaii
$34K -$10.8K -50 -25%
MFA
3262
McClarren Financial Advisors
Pennsylvania
$33K -$649 -3 -2%
SC
3263
Schubert & Co
Texas
$33K +$17.1K +79 +113%
BBPWM
3264
Blue Bell Private Wealth Management
Pennsylvania
$32K – – –
SCA
3265
Stuart Chaussee & Associates
California
$31K -$5.62K -26 -15%
GM
3266
GeoWealth Management
Illinois
$26K +$216 +1 +0.9%
CIR
3267
Clear Investment Research
Georgia
$25K – – –
IA
3268
IFS Advisors
Kansas
$24K – – –
PO
3269
Private Ocean
California
$22K -$242K -1,119 -92%
ST
3270
Sageworth Trust
Pennsylvania
$22K -$21.6K -100 -50%
SC
3271
Steph & Co
Wisconsin
$22K -$2.38K -11 -10%
RG
3272
Retirement Group
California
$22K +$1.51K +7 +7%
SSG
3273
Summit Securities Group
New York
$20K +$19.5K +90 New
PCOC
3274
Power Corp of Canada
Canada
$19K +$18.8K +87 New
SAM
3275
Strategic Asset Management
Minnesota
$18K +$865 +4 +5%
129 130
131
132 133