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Name Holding Trade Value Shares
Change 		Change in
Stake
MCI
2801
MRP Capital Investments
Georgia
$364K +$129K +800 +59%
DM
2802
Diker Management
New York
$364K – – –
FP
2803
Financial Perspectives
Minnesota
$363K -$7.59K -47 -2%
LCM
2804
Lazari Capital Management
California
$363K +$3.07K +19 +0.9%
LL
2805
LWMG LLC
Minnesota
$362K +$11.5K +71 +3%
YWM
2806
Yoder Wealth Management
California
$362K -$50.7K -314 -13%
CIP
2807
Capital Insight Partners
Arizona
$360K -$68.8K -426 -17%
GWAG
2808
Garrett Wealth Advisory Group
Texas
$359K +$12.8K +79 +4%
SCG
2809
Sonata Capital Group
Washington
$359K – – –
BWS
2810
Buck Wealth Strategies
Colorado
$358K +$6.46K +40 +2%
PIFP
2811
Partners in Financial Planning
Virginia
$358K +$343K +2,124 New
FCFC
2812
First Citizens Financial Corp
Iowa
$357K – – –
KFS
2813
Kelly Financial Services
Massachusetts
$357K -$3.55K -22 -1%
WCWM
2814
Wooster Corthell Wealth Management
Connecticut
$357K – – –
UL
2815
Unionview LLC
Washington
$355K +$7.59K +47 +2%
MWP
2816
Meridian Wealth Partners
Pennsylvania
$355K +$24.9K +154 +8%
OFS
2817
OneAscent Financial Services
Alabama
$355K +$340K +2,108 New
OTPPB
2818
Ontario Teachers' Pension Plan Board
Ontario, Canada
$355K -$801K -4,961 -70%
LJAC
2819
L.J. Altfest & Co
New York
$354K -$58.5K -362 -15%
AC
2820
ASB Consultores
Florida
$353K -$111K -689 -25%
PGWM
2821
Parisi Gray Wealth Management
New Jersey
$353K +$116K +717 +52%
CFGSD
2822
Compass Financial Group (South Dakota)
South Dakota
$353K +$20.4K +126 +6%
CBOR
2823
Community Bank of Raymore
Missouri
$352K – – –
CWM
2824
Circle Wealth Management
New Jersey
$352K +$76.2K +472 +29%
JWS
2825
Juncture Wealth Strategies
Arizona
$352K -$808 -5 -0.2%
111 112
113
114 115