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CAKE

Name Holding Trade Value Shares
Change 		Change in
Stake
RIL
301
Rothschild Investment LLC
Illinois
$7.56K -$648 -10 -10%
MAS
302
MPWM Advisory Solutions
Georgia
$5.49K – – –
JSAM
303
J. Safra Asset Management
New York
$5.41K – – –
KFAS
304
Keating Financial Advisory Services
Kansas
$5.33K +$130 +2 +3%
BIA
305
Bell Investment Advisors
California
$4.69K – – –
TM
306
Torren Management
California
$4.55K – – –
FHC
307
First Horizon Corporation
Tennessee
$4.53K – – –
LI
308
LRI Investments
Florida
$4.06K +$65 +1 +2%
VWA
309
Valued Wealth Advisors
Utah
$3.9K +$3.17K +49 New
APFP
310
Action Point Financial Planning
Michigan
$2.47K +$2.14K +33 New
HNW
311
High Note Wealth
Minnesota
$2.39K -$1.94K -30 -50%
FMII
312
Farmers & Merchants Investments Inc
Nebraska
$2.23K – – –
RWM
313
Rialto Wealth Management
New York
$2.15K +$1.49K +23 +575%
CI
314
CX Institutional
Indiana
$2K – – –
JWA
315
JFS Wealth Advisors
Pennsylvania
$1.75K +$518 +8 +57%
ZBNA
316
Zions Bancorporation, National Association
Utah
$1.67K – – –
CFO
317
CVA Family Office
Colorado
$1.67K +$130 +2 +11%
WA
318
WPG Advisers
Maryland
$1.51K – – –
AW
319
Ankerstar Wealth
Texas
$1.27K – – –
RWM
320
RMG Wealth Management
Wisconsin
$1.22K – – –
FFO
321
Fortitude Family Office
Arizona
$1.11K +$194 +3 +27%
CA
322
Clearstead Advisors
Ohio
$807 +$583 +9 +900%
GWM
323
Gilpin Wealth Management
Colorado
$796 – – –
PIS
324
POM Investment Strategies
North Carolina
$795 – – –
CFM
325
Compass Financial Management
Florida
$795 +$648 +10 New
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13
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