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Name Holding Trade Value Shares
Change 		Change in
Stake
ARA
5951
Approach Retirement Advisors
Alabama
$333K +$329K +1,225 New
LFWA
5952
LBJ Family Wealth Advisors
Texas
$331K +$80.8K +301 +33%
BOC
5953
Bull Oak Capital
California
$330K -$15K -56 -4%
AC
5954
AIFG Consultants
New York
$329K -$6.98K -26 -2%
FRM
5955
Fox Run Management
Connecticut
$328K +$324K +1,207 New
WAT
5956
Wealth Advisory Team
Kentucky
$327K +$323K +1,202 New
SWA
5957
Safir Wealth Advisors
New Hampshire
$326K – – –
HA
5958
Hanover Advisors
South Carolina
$325K – – –
EWA
5959
EQ Wealth Advisors
Texas
$323K -$28.7K -107 -8%
AWM
5960
Able Wealth Management
New Jersey
$323K -$3.44M -12,832 -92%
AC
5961
Applied Capital
Arkansas
$321K +$45.4K +169 +17%
SF
5962
Schaeffer Financial
Maryland
$321K +$268 +1 +0.1%
BWS
5963
BFI Wealth Solutions
Texas
$317K +$313K +1,166 New
AIC
5964
Allodium Investment Consultants
Minnesota
$317K +$32.2K +120 +11%
PVI
5965
Pura Vida Investments
New York
$317K +$313K +1,165 New
JWM
5966
JHP Wealth Management
Colorado
$314K +$310K +1,155 New
MWA
5967
Mills Wealth Advisors
Texas
$314K +$10.2K +38 +3%
AAA
5968
American Alpha Advisors
New York
$313K – – –
MI
5969
Moneywise Inc
Virginia
$310K -$354K -1,318 -54%
QC
5970
Quadrature Capital
United Kingdom
$307K -$164M -611,636 -100%
MHB
5971
Midwest Heritage Bank
Iowa
$306K -$5.1K -19 -2%
CM
5972
Cornerstone Management
Georgia
$305K +$4.03K +15 +1%
PWA
5973
Perspective Wealth Advisors
Colorado
$303K +$300K +1,116 New
GSC
5974
Ground Swell Capital
South Carolina
$301K +$297K +1,107 New
HIA
5975
HFM Investment Advisors
New Jersey
$299K +$137K +512 +87%
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239
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