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Name Holding Trade Value Shares
Change 		Change in
Stake
GPI
2551
General Partner Inc
Pennsylvania
$523K +$509K +2,915 New
ETH
2552
Exos TFP Holdings
New York
$523K +$508K +2,912 New
CFO
2553
Callan Family Office
Pennsylvania
$522K +$508K +2,910 New
TF
2554
Trek Financial
Arizona
$522K -$10.3K -59 -2%
PWA
2555
Physician Wealth Advisors
Utah
$522K +$14.7K +84 +3%
AAMC
2556
Asset Allocation & Management Company
Illinois
$521K -$698 -4 -0.1%
MSA
2557
Marino Stram & Associates
Massachusetts
$520K -$21.5K -123 -4%
EBA
2558
Eagle Bay Advisors
New York
$520K +$47.1K +270 +10%
TC
2559
Trust Company
Kansas
$519K +$154K +880 +44%
ACM
2560
AUA Capital Management
Pennsylvania
$517K +$97.2K +557 +24%
BMD
2561
Better Money Decisions
New Mexico
$516K -$46.8K -268 -9%
CWMU
2562
Caliber Wealth Management (Utah)
Utah
$515K +$501K +2,870 New
KWMG
2563
King Wealth Management Group
Florida
$512K +$42.9K +246 +9%
C1AG
2564
Client 1st Advisory Group
Florida
$512K -$123K -706 -20%
CWM
2565
Campbell Wealth Management
Virginia
$511K -$7.68K -44 -2%
GCM
2566
Gladius Capital Management
Illinois
$510K -$2.19M -12,541 -82%
WA
2567
Wealth Architects
California
$509K +$38.2K +219 +8%
SWA
2568
Sax Wealth Advisors
New Jersey
$508K – – –
DLCIG
2569
D.L. Carlson Investment Group
New Hampshire
$507K -$133K -764 -21%
WCF
2570
West Coast Financial
California
$506K -$39.6K -227 -7%
PIA
2571
Pinion Investment Advisors
Kansas
$506K -$183K -1,050 -27%
PWP
2572
Pursue Wealth Partners
California
$506K +$175K +1,000 +55%
PS
2573
Planned Solutions
California
$505K +$32.3K +185 +7%
CCG
2574
Coastwise Capital Group
California
$504K -$116K -664 -19%
GWP
2575
Gateway Wealth Partners
Wisconsin
$504K +$490K +2,807 New
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