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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
2051
Ariadne Wealth Management
California
$578K -$35.7K -771 -6%
GWANC
2052
Guardian Wealth Advisors (North Carolina)
North Carolina
$577K +$35K +756 +7%
CS
2053
Capital Square
Tennessee
$576K -$17.6K -380 -3%
MWC
2054
MBM Wealth Consultants
Missouri
$576K +$33.4K +720 +7%
BF
2055
Brucke Financial
Indiana
$575K -$58.2K -1,255 -10%
BFO
2056
Biltmore Family Office
North Carolina
$574K – – –
CFA
2057
Cahill Financial Advisors
Minnesota
$574K -$68.6K -1,480 -11%
OL
2058
OneFund LLC
Florida
$573K -$34.1K -736 -6%
RC
2059
Reik & Co
New York
$572K – – –
CLA
2060
Carnegie Lake Advisors
New Jersey
$572K -$16.2K -350 -3%
ECP
2061
Elemental Capital Partners
California
$571K +$527K +11,380 New
SAM
2062
Sagewood Asset Management
New York
$571K +$13.3K +286 +3%
LGA
2063
Lebenthal Global Advisors
New York
$571K -$889K -19,192 -63%
SFG
2064
Sowa Financial Group
Rhode Island
$568K +$3.85K +83 +0.7%
HNWAG
2065
High Net Worth Advisory Group
Florida
$568K -$4.63K -100 -0.9%
LA
2066
LexAurum Advisors
Kansas
$567K +$524K +11,302 New
IA
2067
Investor AB
Sweden
$567K +$524K +11,300 New
MBWA
2068
Marin Bay Wealth Advisors
California
$567K +$199K +4,284 +53%
OAM
2069
Occidental Asset Management
California
$567K +$8.67K +187 +2%
RCI
2070
RS Crum Inc
California
$567K – – –
RIM
2071
Rockbridge Investment Management
New York
$566K +$260K +5,614 +99%
MPAM
2072
Murphy Pohlad Asset Management
Minnesota
$565K +$24.1K +521 +5%
CPA
2073
Capital Performance Advisors
California
$565K +$22.3K +482 +4%
IWM
2074
Iams Wealth Management
Nebraska
$564K -$6.86K -148 -1%
AAG
2075
Asset Advisory Group
New Jersey
$564K -$4.63K -100 -0.9%
81 82
83
84 85