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Name Holding Trade Value Shares
Change 		Change in
Stake
CW
5526
Cooksen Wealth
Texas
$54.2K +$9.3K +47 +24%
WOC
5527
West Oak Capital
California
$53.3K +$220K +1,110 +5%
CPA
5528
Compass Planning Associates
Massachusetts
$50.7K – – –
HHGA
5529
Halbert Hargrove Global Advisors
California
$49.1K -$38.2K -193 -46%
RIM
5530
Ryan Investment Management
Colorado
$48.3K +$43.5K +220 New
MCA
5531
Maryland Capital Advisors
Maryland
$46.3K +$18.8K +95 +82%
IWM
5532
Inlight Wealth Management
Georgia
$43.7K -$1.78K -9 -4%
PCM
5533
Perritt Capital Management
Illinois
$41.2K -$7.92K -40 -18%
SR
5534
Summer Road
Florida
$38.4K – – –
PS
5535
PayPay Securities
Japan
$33.8K +$6.93K +35 +29%
CCM
5536
Carderock Capital Management
Maryland
$27.4K +$24.7K +125 New
PMIM
5537
Prudent Man Investment Management
Colorado
$26.8K – – –
PIS
5538
POM Investment Strategies
North Carolina
$23.9K -$3.96K -20 -16%
ETS
5539
ESL Trust Services
New York
$21.9K -$17.2K -87 -47%
MG
5540
MilWealth Group
Wisconsin
$21.9K – – –
BC
5541
Bulwark Capital
Florida
$21.9K +$19.8K +100 New
VARA
5542
Value Aligned Research Advisors
New Jersey
$19.5K -$885K -4,474 -98%
CAIM
5543
Catherine Avery Investment Management
Florida
$19.5K – – –
LC
5544
Luminist Capital
Michigan
$13.9K -$7.32K -37 -37%
MAM
5545
Marquette Asset Management
Minnesota
$13.2K -$15.8K -80 -57%
FW
5546
Fairway Wealth
Ohio
$11.6K – – –
FAI
5547
Fiduciary Advisors Inc
Missouri
$8.78K – – –
CF
5548
Conquis Financial
California
$7.46K – – –
BCH
5549
Berkshire Capital Holdings
California
$2.19K -$1.09M -5,500 -100%
RJA
5550
Ross\Johnson & Associates
Minnesota
$2.19K -$4.95K -25 -71%
220 221
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