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Name Holding Trade Value Shares
Change 		Change in
Stake
CISOA
4976
Capital Investment Services of America
Wisconsin
$1.97M – – –
HBCM
4977
Heron Bay Capital Management
Michigan
$1.97M +$545K +1,905 +39%
IPA
4978
Investment Planning Advisors
Georgia
$1.97M +$281K +983 +17%
SWM
4979
Shelton Wealth Management
Texas
$1.97M -$81.2K -284 -4%
BI
4980
Breachway Investments
Rhode Island
$1.97M -$604K -2,111 -24%
MF
4981
Meridian Financial
Massachusetts
$1.97M -$42.6K -149 -2%
MWML
4982
M Wealth Management LLC
California
$1.97M – – –
SI
4983
Severin Investments
Missouri
$1.97M +$376K +1,315 +24%
EP
4984
Essential Planning
New Hampshire
$1.96M -$34.3K -120 -2%
APM
4985
a16z Perennial Management
California
$1.96M -$5.44M -19,030 -74%
CP
4986
Camelot Portfolios
Ohio
$1.96M +$679K +2,375 +54%
JRPIM
4987
Journey Retirement Planning & Investment Management
Idaho
$1.96M +$415K +1,450 +27%
UIM
4988
Unified Investment Management
Georgia
$1.96M -$92.7K -324 -5%
SA
4989
SRH Advisors
Kansas
$1.96M +$286 +1 +0%
OFG
4990
Orcam Financial Group
California
$1.96M +$1.38M +4,826 +250%
NCG
4991
Newport Capital Group
New Jersey
$1.96M -$1.33M -4,658 -41%
EW
4992
Expressive Wealth
Illinois
$1.96M +$82.4K +288 +4%
EGM
4993
Encore Global Management
Texas
$1.95M -$215K -750 -10%
SGC
4994
Slocum, Gordon & Co
Rhode Island
$1.95M +$2.86K +10 +0.1%
VIA
4995
Virtus Investment Advisers
Connecticut
$1.95M +$1.93M +6,733 New
EA
4996
Ergawealth Advisors
Illinois
$1.95M -$140K -489 -7%
WFP
4997
Worthington Financial Partners
Ohio
$1.95M -$208K -728 -10%
ANBOT
4998
American National Bank of Texas
Texas
$1.95M -$140K -489 -7%
ICCON
4999
Investment Counsel Company of Nevada
Nevada
$1.94M +$6.87K +24 +0.4%
CIR
5000
Clear Investment Research
Georgia
$1.94M +$117K +408 +6%
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200
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