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Name Holding Trade Value Shares
Change 		Change in
Stake
HPA
4276
High Probability Advisors
New York
$814K +$111K +639 +18%
MC
4277
Merlin Capital
Rhode Island
$814K +$4.88K +28 +0.7%
IF
4278
Insight Folios
North Carolina
$812K +$134K +768 +22%
WP
4279
Woodline Partners
California
$811K +$729K +4,182 New
LWA
4280
Lowe Wealth Advisors
Maryland
$811K +$523 +3 +0.1%
WCG
4281
Wall Capital Group
Arizona
$810K +$744K +4,268 New
FWM
4282
FFT Wealth Management
Pennsylvania
$807K -$136K -780 -16%
JCM
4283
J2 Capital Management
Michigan
$806K -$2.44K -14 -0.3%
LWP
4284
Laurel Wealth Planning
Minnesota
$799K -$89.2K -512 -11%
DU
4285
Delphia (USA)
Ontario, Canada
$799K -$29.8K -171 -4%
CW
4286
Cook Wealth
North Carolina
$798K +$46.7K +268 +7%
SCA
4287
Scott Capital Advisors
Oregon
$795K +$18.1K +104 +3%
DFCM
4288
Dark Forest Capital Management
Puerto Rico
$790K +$709K +4,071 New
RWM
4289
Reston Wealth Management
Virginia
$788K +$35.9K +206 +5%
KFP
4290
KB Financial Partners
New Jersey
$781K +$42.9K +246 +7%
NEPPG
4291
New England Professional Planning Group
Rhode Island
$781K +$174 +1 +0%
FFW
4292
Fusion Family Wealth
New York
$780K +$8.36K +48 +1%
WG
4293
Watchman Group
Texas
$779K -$4.88K -28 -0.7%
PFA
4294
Petra Financial Advisors
Colorado
$777K -$383K -2,198 -35%
SCM
4295
Shapiro Capital Management
Georgia
$776K – – –
PM
4296
Phraction Management
Connecticut
$774K -$100K -574 -13%
DP
4297
Denver PWM
Colorado
$770K -$9.76K -56 -1%
BFS
4298
Beacon Financial Strategies
North Carolina
$767K +$23.9K +137 +4%
CWM
4299
Cadence Wealth Management
Massachusetts
$765K +$39.7K +228 +6%
SMG
4300
Smart Money Group
Texas
$763K +$43.2K +248 +7%
170 171
172
173 174