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Name Holding Trade Value Shares
Change 		Change in
Stake
FFG
4051
Forum Finance Group
$15K – – –
NA
4052
Networth Advisors
Pennsylvania
$14.4K -$22.2K -212 -63%
IPS
4053
Investors Portfolio Services
Washington
$14.4K – – –
CAM
4054
Costello Asset Management
Pennsylvania
$14K -$14.1K -135 -53%
AIA
4055
Aventus Investment Advisors
Florida
$13.9K +$12.3K +118 New
ICM
4056
Islay Capital Management
Texas
$13.5K +$12K +115 New
NL
4057
NorthAvenue LLC
Ohio
$12.5K +$11.1K +106 New
HHGA
4058
Halbert Hargrove Global Advisors
California
$12.4K +$4.08K +39 +58%
1M
4059
1248 Management
Missouri
$12.3K – – –
LIM
4060
Longfellow Investment Management
Massachusetts
$11.6K -$2.06M -19,682 -99%
TBFA
4061
Three Bearings Fiduciary Advisors
New Hampshire
$11.4K – – –
MAFA
4062
MJT & Associates Financial Advisory
Minnesota
$11.3K – – –
WCM
4063
Westend Capital Management
California
$9.87K -$523 -5 -6%
BWM
4064
Benson Wealth Management
Tennessee
$9.63K – – –
IW
4065
Imprint Wealth
South Carolina
$9.63K – – –
CFP
4066
Comprehensive Financial Planning
Pennsylvania
$9.4K +$8.37K +80 New
PS
4067
PayPay Securities
Japan
$8.93K +$418 +4 +6%
MAM
4068
Morse Asset Management
Connecticut
$8.81K +$7.84K +75 New
WA
4069
WestEnd Advisors
North Carolina
$7.99K +$523 +5 +8%
RF
4070
Robinswood Financial
Washington
$7.97K – – –
SG
4071
Sankala Group
Colorado
$7.94K +$5.02K +48 +209%
FF
4072
Friedenthal Financial
New Jersey
$7.4K – – –
VERPA
4073
Virginia Estate & Retirement Planning Advisors
Virginia
$7.17K – – –
SFAM
4074
Sawyer Falduto Asset Management
Illinois
$6.76K – – –
LFA
4075
LGT Financial Advisors
Texas
$6.7K – – –
161 162
163
164 165