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Name Holding Trade Value Shares
Change 		Change in
Stake
AHL
3351
Abel Hall LLC
Louisiana
$584K +$76.3K +219 +15%
NRW
3352
Nova R Wealth
Kansas
$584K -$4.53K -13 -0.8%
CFD
3353
Creative Financial Designs
Indiana
$583K -$27.5K -79 -5%
SRC
3354
Shufro Rose & Co
New York
$580K – – –
TRIA
3355
Trail Ridge Investment Advisors
Colorado
$579K -$30.7K -88 -5%
MWS
3356
MFA Wealth Services
California
$579K -$17.4K -50 -3%
CWM
3357
Cherrydale Wealth Management
New Jersey
$578K +$37.3K +107 +7%
GPW
3358
Genesis Private Wealth
Virginia
$577K +$24.1K +69 +4%
LWM
3359
Lakeridge Wealth Management
Ohio
$577K +$40.8K +117 +8%
LJHT
3360
Laurie J. Hall Trustee
$576K – – –
CWMS
3361
Cannon Wealth Management Services
North Carolina
$575K +$20.6K +59 +4%
OCM
3362
Orleans Capital Management
Louisiana
$575K +$565K +1,620 New
LBC
3363
Leigh Baldwin & Co
New York
$575K -$46K -132 -8%
PIWA
3364
Prevail Innovative Wealth Advisors
Kansas
$572K +$209K +600 +59%
PCM
3365
Park Capital Management
Wisconsin
$571K -$42.9K -123 -7%
DP
3366
Divergent Planning
Maryland
$570K -$21.6K -62 -4%
CAGAS
3367
Capital Advisory Group Advisory Services
Minnesota
$570K -$2.09K -6 -0.4%
YWM
3368
Yoder Wealth Management
California
$570K +$42.2K +121 +8%
IFU
3369
iSAM Funds (UK)
United Kingdom
$570K +$559K +1,605 New
MWM
3370
Mascoma Wealth Management
New Hampshire
$569K – – –
RWA
3371
Redhawk Wealth Advisors
Minnesota
$567K +$9.76K +28 +2%
CHA
3372
Cooper/Haims Advisors
New York
$567K +$27.9K +80 +5%
MQWP
3373
Morey & Quinn Wealth Partners
Nebraska
$565K – – –
EA
3374
Echo45 Advisors
California
$565K +$25.1K +72 +5%
LWM
3375
LeConte Wealth Management
Tennessee
$564K +$213K +611 +63%
133 134
135
136 137