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Name Holding Trade Value Shares
Change 		Change in
Stake
WA
3501
Whipplewood Advisors
Colorado
$168K +$105K +1,343 +163%
MSWM
3502
Mowery & Schoenfeld Wealth Management
Illinois
$168K -$38.8K -496 -19%
DWA
3503
Dougherty Wealth Advisers
Minnesota
$167K – – –
EIP
3504
Essential Investment Partners
Colorado
$166K – – –
APW
3505
Aventura Private Wealth
Florida
$164K +$15.9K +203 +11%
GJIA
3506
Glass Jacobson Investment Advisors
Maryland
$164K +$783 +10 +0.5%
MCP
3507
Miller Capital Partners
Michigan
$163K – – –
CFG
3508
Chapman Financial Group
Hawaii
$162K – – –
W
3509
WealthCollab
Washington
$161K -$4.78K -61 -3%
GF
3510
GGM Financials
Ohio
$161K +$783 +10 +0.5%
QL
3511
Quarry LP
New York
$160K +$161K +2,058 New
PS
3512
Pinney & Scofield
Massachusetts
$159K – – –
NECFA
3513
New England Capital Financial Advisors
Connecticut
$158K -$7.12K -91 -4%
WG
3514
Wellington Group
Indiana
$157K -$70.8K -904 -31%
FIM
3515
FWL Investment Management
Texas
$157K -$34.1K -436 -18%
BIA
3516
Bell Investment Advisors
California
$156K -$50.1K -640 -24%
FA
3517
Financial Avengers
California
$155K – – –
PWM
3518
Peck Wealth Management
New York
$155K – – –
SWIM
3519
Smallwood Wealth Investment Management
New Jersey
$155K -$4.93K -63 -3%
FFO
3520
Fortitude Family Office
Arizona
$154K -$240K -3,066 -61%
SR
3521
Syntax Research
Florida
$153K -$7.75K -99 -5%
TCM
3522
TD Capital Management
Tennessee
$152K +$235 +3 +0.2%
STB
3523
S&T Bank
Pennsylvania
$150K -$16.3K -208 -10%
PCFFS
3524
Pacific Center for Financial Services
California
$147K -$41K -524 -22%
BSC
3525
Brown Shipley & Co
United Kingdom
$146K +$12.8K +164 +10%
139 140
141
142 143