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Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
5076
Kanen Wealth Management
Florida
$374K +$29.1K +134 +7%
MCM
5077
Monarch Capital Management
Indiana
$374K +$29.7K +137 +7%
FA
5078
Faithward Advisors
Pennsylvania
$373K -$37.3K -172 -8%
ST
5079
Somerset Trust
Pennsylvania
$372K -$41.2K -190 -9%
CWR
5080
Chico Wealth RIA
California
$371K – – –
II
5081
Impact Investors
California
$370K +$5.64K +26 +1%
DEM
5082
Disciplined Equity Management
Florida
$369K +$8.68K +40 +2%
DPW
5083
DiNuzzo Private Wealth
Pennsylvania
$369K +$4.77K +22 +1%
SIM
5084
Sims Investment Management
Ohio
$369K +$420K +1,937 New
TFO
5085
Timonier Family Office
North Carolina
$368K – – –
TIA
5086
Tandem Investment Advisors
South Carolina
$368K -$74.4K -343 -15%
AA
5087
ABC Arbitrage
France
$368K +$419K +1,933 New
TFG
5088
Tull Financial Group
Virginia
$367K +$9.11K +42 +2%
IFA
5089
Interactive Financial Advisors
Illinois
$366K – – –
AAM
5090
Ameraudi Asset Management
New York
$365K – – –
FHB
5091
First Hawaiian Bank
Hawaii
$364K -$22M -101,596 -98%
LWM
5092
Level Wealth Management
North Carolina
$363K +$10.8K +50 +3%
MSA
5093
Marathon Strategic Advisors
Pennsylvania
$363K – – –
CB
5094
Chris Bulman
California
$363K -$18.7K -86 -4%
ATIA
5095
American Trust Investment Advisors
New Hampshire
$362K -$1.52K -7 -0.4%
LSL
5096
Legacy Solutions LLC
Pennsylvania
$361K -$9.98K -46 -2%
MFA
5097
Millington Financial Advisors
Illinois
$360K +$21.7K +100 +5%
SWM
5098
Seaside Wealth Management
California
$359K +$409K +1,886 New
IFPL
5099
Investments & Financial Planning LLC
Kentucky
$358K – – –
RFA
5100
Reyes Financial Architecture
California
$358K -$1.28M -5,914 -76%
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