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Name Holding Trade Value Shares
Change 		Change in
Stake
SW
1101
SkyOak Wealth
Michigan
$258K +$241K +500 New
SC
1102
Stephenson & Company
California
$258K +$241K +500 New
MFS
1103
Mirabella Financial Services
United Kingdom
$256K -$606K -1,255 -72%
QFA
1104
Quantum Financial Advisors
California
$254K -$6.76K -14 -3%
3IP
1105
3Chopt Investment Partners
Virginia
$253K +$237K +492 New
JF
1106
JMN Financial
Ohio
$251K -$28.5K -59 -11%
AO
1107
Advisor OS
Illinois
$251K +$235K +487 New
BIG
1108
Brookwood Investment Group
Arizona
$250K -$144K -298 -38%
WAG
1109
Wallace Advisory Group
California
$250K +$234K +485 New
PWMAG
1110
Pinnacle Wealth Management Advisory Group
New Jersey
$246K +$231K +478 New
GC
1111
Grimes & Company
Massachusetts
$246K +$231K +478 New
KIM
1112
Kane Investment Management
California
$246K -$17.4K -36 -7%
RFP
1113
Root Financial Partners
California
$246K -$7.72K -16 -3%
NFG
1114
Norris Financial Group
South Carolina
$245K +$229K +475 New
PTC
1115
Philadelphia Trust Company
Pennsylvania
$244K +$229K +474 New
MFG
1116
Mission Financial Group
Nevada
$244K +$228K +473 New
CWM
1117
Cedar Wealth Management
California
$243K +$228K +472 New
IF
1118
Intrua Financial
Texas
$243K +$228K +472 New
FCBT
1119
First Citizens Bank & Trust
North Carolina
$242K -$5.81M -12,041 -96%
SG
1120
StoneX Group
New York
$242K +$239K +495 New
GRWP
1121
Green Ridge Wealth Planning
New Jersey
$241K -$24.6K -51 -10%
NG
1122
NWK Group
California
$240K +$225K +466 New
MCM
1123
Mainstay Capital Management
Michigan
$239K +$224K +464 New
SP
1124
Stonebrook Private
Michigan
$239K -$55.5K -115 -20%
OP
1125
Oslo Pensjonsforsikring
$238K +$170K +352 +320%
43 44
45
46 47