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Name Holding Trade Value Shares
Change 		Change in
Stake
LCOV
3526
London Company of Virginia
Virginia
$814K – – –
DFCM
3527
Dark Forest Capital Management
Puerto Rico
$813K +$857K +6,395 New
TFA
3528
Tranquilli Financial Advisor
New Jersey
$813K +$10.3K +77 +1%
HS
3529
HighVista Strategies
Massachusetts
$813K -$523K -3,900 -38%
AC
3530
ASB Consultores
Florida
$812K +$129K +964 +18%
EB
3531
Exchange Bank
California
$811K +$98.5K +735 +13%
PD
3532
Planning Directions
Pennsylvania
$808K -$375K -2,801 -31%
CFP
3533
Curran Financial Partners
South Carolina
$807K +$98.6K +736 +13%
AWM
3534
Aprio Wealth Management
Georgia
$807K +$126K +944 +17%
EA
3535
Echo45 Advisors
California
$806K +$37.1K +277 +5%
ATWA
3536
Arbor Trust Wealth Advisors
Michigan
$805K +$24.1K +180 +3%
RA
3537
Riversedge Advisors
Delaware
$804K +$364K +2,714 +75%
PFA
3538
Petra Financial Advisors
Colorado
$802K +$256K +1,911 +43%
RGF
3539
Retirement Guys Formula
Ohio
$799K -$643K -4,799 -43%
MCM
3540
Monument Capital Management
Virginia
$799K +$85.9K +641 +11%
RCM
3541
Raleigh Capital Management
North Carolina
$798K +$55.2K +412 +7%
JWM
3542
Jackson Wealth Management
Florida
$796K +$26.8K +200 +3%
RLIM
3543
Red Lighthouse Investment Management
New York
$795K +$39.8K +297 +5%
SICM
3544
Sustainable Insight Capital Management
New York
$795K +$26.8K +200 +3%
PFP
3545
Paragon Financial Partners
California
$792K – – –
CAC
3546
Core Alternative Capital
Georgia
$791K +$149K +1,110 +22%
PFG
3547
PAX Financial Group
Texas
$790K +$75K +560 +10%
KFG
3548
Kingdom Financial Group
Arizona
$786K +$59.1K +441 +8%
FC
3549
Financial Council
Maryland
$786K +$32.2K +240 +4%
FAFN
3550
First Affirmative Financial Network
Colorado
$782K +$14.3K +107 +2%
140 141
142
143 144