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Maplebear
CART

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
426
WPG Advisers
Maryland
$5.82K +$4.68K +112 +1,018%
DRP
427
Decker Retirement Planning
Utah
$5.59K +$4.93K +118 New
TWD
428
True Wealth Design
Ohio
$5.54K – – –
AWM
429
Abound Wealth Management
Tennessee
$5.15K – – –
BFS
430
Bare Financial Services
Pennsylvania
$5.07K +$3.97K +95 +792%
DAM
431
Delta Asset Management
Tennessee
$4.74K – – –
TBFA
432
Three Bearings Fiduciary Advisors
New Hampshire
$4.74K – – –
FWA
433
Flagship Wealth Advisors
Massachusetts
$4.74K +$4.18K +100 New
FFO
434
Fortitude Family Office
Arizona
$4.69K +$1.17K +28 +39%
HNW
435
High Note Wealth
Minnesota
$4.55K +$1.88K +45 +88%
OCWP
436
Owl Creek Wealth Partners
Colorado
$4.5K +$3.97K +95 New
JWA
437
JFS Wealth Advisors
Pennsylvania
$4.26K +$920 +22 +32%
KFAS
438
Keating Financial Advisory Services
Kansas
$4.12K +$125 +3 +4%
MB
439
MidFirst Bank
Oklahoma
$4.07K – – –
LWM
440
Lodestone Wealth Management
Washington
$4.03K – – –
AG
441
AmeriFlex Group
Nevada
$3.69K – – –
PWMG
442
Private Wealth Management Group
New Jersey
$3.22K – – –
BWA
443
Basecamp Wealth Advisors
Washington
$3.17K – – –
PWPS
444
Pinnacle Wealth Planning Services
Ohio
$3.17K +$1.67K +40 +148%
ZBNA
445
Zions Bancorporation, National Association
Utah
$3.03K +$669 +16 +33%
APFP
446
Action Point Financial Planning
Michigan
$2.94K +$2.72K +65 New
SG
447
Sankala Group
Colorado
$2.46K – – –
FISPB
448
Fideuram - Intesa Sanpaolo Private Banking
$2.42K – – –
CMA
449
Cedar Mountain Advisors
Oregon
$2.37K +$920 +22 +79%
CCMI
450
Creative Capital Management Investments
California
$2.27K +$2.01K +48 New
16 17
18
19 20