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Name Holding Trade Value Shares
Change 		Change in
Stake
HFM
3501
Hartford Financial Management
Connecticut
$180K – – –
AIS
3502
Advocate Investing Services
Maryland
$179K – – –
HC
3503
Hurley Capital
New York
$179K +$157 +2 +0.1%
AGA
3504
Arkos Global Advisors
Texas
$179K +$181K +2,307 New
DWA
3505
Delos Wealth Advisors
Texas
$178K +$179K +2,289 New
AFC
3506
Ares Financial Consulting
California
$174K +$53.3K +681 +44%
CCC
3507
Chelsea Counsel Company
California
$170K – – –
CA
3508
Centerpoint Advisors
Massachusetts
$169K – – –
WA
3509
Whipplewood Advisors
Colorado
$168K +$105K +1,343 +163%
MSWM
3510
Mowery & Schoenfeld Wealth Management
Illinois
$168K -$38.8K -496 -19%
DWA
3511
Dougherty Wealth Advisers
Minnesota
$167K – – –
EIP
3512
Essential Investment Partners
Colorado
$166K – – –
APW
3513
Aventura Private Wealth
Florida
$164K +$15.9K +203 +11%
GJIA
3514
Glass Jacobson Investment Advisors
Maryland
$164K +$783 +10 +0.5%
MCP
3515
Miller Capital Partners
Michigan
$163K – – –
CFG
3516
Chapman Financial Group
Hawaii
$162K – – –
W
3517
WealthCollab
Washington
$161K -$4.78K -61 -3%
GF
3518
GGM Financials
Ohio
$161K +$783 +10 +0.5%
QL
3519
Quarry LP
New York
$160K +$161K +2,058 New
PS
3520
Pinney & Scofield
Massachusetts
$159K – – –
NECFA
3521
New England Capital Financial Advisors
Connecticut
$158K -$7.12K -91 -4%
WG
3522
Wellington Group
Indiana
$157K -$70.8K -904 -31%
FIM
3523
FWL Investment Management
Texas
$157K -$34.1K -436 -18%
BIA
3524
Bell Investment Advisors
California
$156K -$50.1K -640 -24%
FA
3525
Financial Avengers
California
$155K – – –
139 140
141
142 143