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Name Holding Trade Value Shares
Change 		Change in
Stake
LA
3976
Lifeworks Advisors
Michigan
$704K -$2.54M -18,105 -80%
SWA
3977
Strata Wealth Advisors
Texas
$704K -$31.8K -227 -5%
RFP
3978
Root Financial Partners
California
$703K +$278K +1,980 +75%
CIA
3979
Caerus Investment Advisors
Texas
$702K – – –
PE
3980
Point72 Europe
United Kingdom
$698K -$7.3M -52,103 -92%
HIS
3981
Horizon Investment Services
Indiana
$697K +$8.41K +60 +1%
PFA
3982
Pathway Financial Advisors
Vermont
$697K +$382K +2,726 +147%
LW
3983
Libra Wealth
California
$696K -$409K -2,920 -39%
BFAG
3984
Blackston Financial Advisory Group
Florida
$694K -$12.3K -88 -2%
CA
3985
Cambridge Advisors
Nebraska
$692K +$9.11K +65 +1%
LFGO
3986
Legacy Financial Group (Oklahoma)
Oklahoma
$691K -$7.85K -56 -1%
ERIM
3987
Eagle Ridge Investment Management
Connecticut
$691K – – –
FNWM
3988
Financial Network Wealth Management
Utah
$689K – – –
MFG
3989
Mendota Financial Group
Wisconsin
$688K -$22.4K -160 -3%
SPL
3990
Smart Portfolios LLC
Washington
$688K +$559K +3,990 New
GIA
3991
GHP Investment Advisors
Colorado
$687K -$121K -865 -16%
EC
3992
Eaton-Cambridge
Arizona
$687K +$633K +4,519 New
VBFP
3993
Valtinson Bruner Financial Planning
Minnesota
$686K +$16.8K +120 +3%
BWA
3994
Beam Wealth Advisors
Louisiana
$684K +$23K +164 +4%
SWP
3995
Summit Wealth Partners
Florida
$684K +$7.01K +50 +1%
GC
3996
Gruss & Co
Florida
$684K +$336K +2,400 +114%
MAG
3997
Mayfair Advisory Group
Alabama
$681K -$280 -2 -0%
TCM
3998
Towercrest Capital Management
Pennsylvania
$681K +$96.6K +689 +18%
CSWG
3999
Cardinal Strategic Wealth Guidance
Kentucky
$681K – – –
IWA
4000
IVC Wealth Advisors
Pennsylvania
$681K +$21.2K +151 +3%
158 159
160
161 162