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Name Holding Trade Value Shares
Change 		Change in
Stake
TFP
5776
TrueWealth Financial Partners
Washington
$521K -$3.82M -13,359 -88%
SPA
5777
Sound Portfolio Advisors
Connecticut
$521K – – –
RIG
5778
Ramiah Investment Group
Wisconsin
$520K +$59.2K +207 +13%
SWM
5779
SigFig Wealth Management
California
$518K – – –
COA
5780
Crown Oak Advisors
California
$517K – – –
TF
5781
Thayer Financial
North Carolina
$515K -$220K -770 -30%
CCM
5782
Coerente Capital Management
Ontario, Canada
$514K -$33.5K -117 -6%
IA
5783
IFS Advisors
Kansas
$514K -$11.4K -40 -2%
RA
5784
Resolute Advisors
California
$514K -$1.71M -5,976 -77%
OM
5785
OV Management
Minnesota
$512K -$300K -1,049 -37%
CCC
5786
Chesapeake Capital Corp
Florida
$512K +$115K +403 +30%
AI
5787
AdvisorShares Investments
Maryland
$510K – – –
APW
5788
Axim Planning & Wealth
Ohio
$509K -$14K -49 -3%
OE
5789
October Effect
Virginia
$508K – – –
FLA
5790
Financial Life Advisors
Texas
$508K -$858 -3 -0.2%
VPI
5791
Value Partners Investments
Manitoba, Canada
$506K +$34.3K +120 +7%
KV
5792
Kickstand Ventures
New York
$505K -$5.15K -18 -1%
SHF
5793
Stage Harbor Financial
Massachusetts
$504K +$57.2K +200 +13%
RIAS
5794
Rachor Investment Advisory Services
Michigan
$504K -$2.57K -9 -0.5%
AA
5795
AF Advisors
California
$502K -$2K -7 -0.4%
OC
5796
OxenFree Capital
Florida
$502K -$5.15K -18 -1%
BHWM
5797
Beacon Hill Wealth Management
$501K +$496K +1,733 New
AWA
5798
Arbor Wealth Advisors
Michigan
$500K +$20.6K +72 +4%
HFA
5799
Hippocratic Financial Advisors
California
$500K +$8.58K +30 +2%
GL
5800
GHE LLC
Tennessee
$499K – – –
230 231
232
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