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Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
3426
Bellevue Asset Management
Washington
$606K – – –
GFG
3427
Goldstone Financial Group
Illinois
$606K +$22.2K +69 +4%
WC
3428
Wexford Capital
Florida
$605K +$347K +1,080 +158%
WF
3429
Wayfinding Financial
Washington
$604K +$11.2K +35 +2%
WMN
3430
Wealth Management Nebraska
Nebraska
$603K -$32.1K -100 -5%
GKIM
3431
GW&K Investment Management
Massachusetts
$603K +$33.1K +103 +6%
PWS
3432
Precision Wealth Strategies
Missouri
$603K -$15.4K -48 -3%
LFS
3433
Legacy Financial Strategies
Kansas
$602K +$14.8K +46 +3%
BFG
3434
Beto Financial Group
Idaho
$602K +$12.2K +38 +2%
RSA
3435
River Street Advisors
Illinois
$601K -$36.3K -113 -6%
DWM
3436
Daner Wealth Management
Georgia
$600K +$4.5K +14 +0.9%
EWS
3437
Eagle Wealth Strategies
New Jersey
$600K +$7.38K +23 +1%
TWA
3438
Talisman Wealth Advisors
New Jersey
$599K +$23.8K +74 +4%
AWA
3439
AmeriServ Wealth Advisors
Pennsylvania
$599K -$40.5K -126 -7%
VPW
3440
Vaquero Private Wealth
Texas
$598K +$560K +1,743 New
MKC
3441
M. Kraus & Co
Vermont
$597K +$29.9K +93 +6%
CCA
3442
Carrera Capital Advisors
Michigan
$597K +$43.7K +136 +8%
CF
3443
Carter Financial
California
$597K – – –
BWM
3444
BNC Wealth Management
Oregon
$596K -$8.35K -26 -1%
SM
3445
Sweeney & Michel
California
$595K -$1.28K -4 -0.2%
SIA
3446
SeaBridge Investment Advisors
New Jersey
$594K +$15.1K +47 +3%
CPA
3447
Clear Point Advisors
New York
$591K +$642 +2 +0.1%
PHWM
3448
Pine Harbor Wealth Management
Maryland
$591K – – –
CG
3449
Carmignac Gestion
France
$590K -$195K -607 -26%
SCM
3450
Sollinda Capital Management
Florida
$590K +$31.5K +98 +6%
136 137
138
139 140