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Name Holding Trade Value Shares
Change 		Change in
Stake
SPA
5101
Sherbrooke Park Advisers
New York
$426K +$384K +1,942 New
DEM
5102
Disciplined Equity Management
Florida
$426K – – –
CG
5103
Curat Global
New Hampshire
$426K +$23.7K +120 +7%
TFO
5104
Timonier Family Office
North Carolina
$425K – – –
IFA
5105
Interactive Financial Advisors
Illinois
$424K +$1.78K +9 +0.5%
GSWA
5106
Good Steward Wealth Advisors
Tennessee
$422K -$101K -508 -21%
LA
5107
Lakeside Advisors
Washington
$421K -$98.9K -500 -21%
AAM
5108
Ameraudi Asset Management
New York
$421K – – –
FHB
5109
First Hawaiian Bank
Hawaii
$420K -$198 -1 -0.1%
IFPL
5110
Investments & Financial Planning LLC
Kentucky
$419K +$4.95K +25 +1%
MSA
5111
Marathon Strategic Advisors
Pennsylvania
$418K – – –
GCWM
5112
Graham Capital Wealth Management
District of Columbia
$417K +$96.6K +488 +34%
CAS
5113
CTC Alternative Strategies
Illinois
$417K +$376K +1,900 New
PA
5114
Pineridge Advisors
Missouri
$416K +$13.3K +67 +4%
CWR
5115
Chico Wealth RIA
California
$415K -$11.5K -58 -3%
SPWM
5116
Schrum Private Wealth Management
Florida
$415K -$23.9K -121 -6%
TWD
5117
True Wealth Design
Ohio
$415K -$21.6K -109 -5%
FFA
5118
Frazier Financial Advisors
Ohio
$414K +$11.3K +57 +3%
JSA
5119
Jim Saulnier & Associates
Colorado
$414K -$19.4K -98 -5%
EP
5120
Essential Planning
New Hampshire
$409K – – –
BOC
5121
Blue Oak Capital
California
$409K +$3.96K +20 +1%
FF
5122
Foronjy Financial
California
$408K +$368K +1,860 New
MA
5123
MSA Advisors
California
$408K – – –
HG
5124
Harbor Group
New Hampshire
$407K – – –
TF
5125
Tandem Financial
Colorado
$406K -$4.75K -24 -1%
203 204
205
206 207