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Name Holding Trade Value Shares
Change 		Change in
Stake
GA
3376
Greytown Advisors
Florida
$956K -$228K -2,000 -21%
DMBA
3377
Deseret Mutual Benefit Administrators
Utah
$956K +$49K +429 +6%
WA
3378
Wealthstar Advisors
Texas
$955K +$1.71K +15 +0.2%
PFA
3379
Plotkin Financial Advisors
Maryland
$955K +$15.5K +136 +2%
CFA
3380
CWS Financial Advisors
Michigan
$954K -$80.2K -702 -9%
BFA
3381
Bill Few Associates
Pennsylvania
$954K +$39.7K +348 +5%
PEA
3382
Park Edge Advisors
Ohio
$954K -$9.14K -80 -1%
PIM
3383
Platinum Investment Management
Australia
$951K +$833K +7,298 New
SWM
3384
Shelton Wealth Management
Texas
$950K -$44.3K -388 -5%
RIM
3385
Rockbridge Investment Management
New York
$949K -$6.85K -60 -0.8%
QT
3386
Quantamental Technologies
New York
$948K +$362K +3,170 +77%
AR
3387
Apeiron RIA
Texas
$947K -$65.2K -571 -7%
MSWM
3388
McGlone Suttner Wealth Management
Wisconsin
$942K +$113K +989 +16%
MIM
3389
Merrion Investment Management
New Jersey
$941K -$2.28K -20 -0.3%
CPW
3390
Catalyst Private Wealth
California
$941K -$28.2K -247 -3%
WFPG
3391
Waller Financial Planning Group
Ohio
$940K -$254K -2,221 -24%
PFC
3392
Phocas Financial Corp
California
$940K -$50.2K -440 -6%
GIM
3393
Guardian Investment Management
California
$939K +$822K +7,200 New
GSIS
3394
Global Strategic Investment Solutions
Arizona
$938K -$79.9K -700 -9%
RC
3395
Rovin Capital
Arizona
$937K +$72.7K +637 +10%
TFF
3396
The Family Firm
Maryland
$936K – – –
BA
3397
Bluesphere Advisors
Pennsylvania
$934K +$141K +1,236 +21%
MFGM
3398
Marshall Financial Group (Maryland)
Maryland
$934K -$82.6K -723 -9%
CFP
3399
Cypress Financial Planning
New Jersey
$931K +$571 +5 +0.1%
SGWM
3400
Sterling Group Wealth Management
California
$925K -$70.9K -621 -8%
134 135
136
137 138