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Name Holding Trade Value Shares
Change 		Change in
Stake
ORC
2976
O'Rourke & Company
Massachusetts
$255K +$17.3K +108 +7%
KC
2977
Kepos Capital
New York
$255K +$259K +1,618 New
CWM
2978
Circle Wealth Management
New Jersey
$254K -$2.4K -15 -0.9%
CF
2979
Corrigan Financial
Rhode Island
$254K -$18.9K -118 -7%
SFP
2980
Sterling Financial Planning
New Jersey
$254K -$40.4K -252 -14%
WCM
2981
WealthBridge Capital Management
Ohio
$253K -$1.05M -6,574 -80%
BIP
2982
Blueprint Investment Partners
North Carolina
$253K -$552K -3,442 -68%
CWM
2983
Centurion Wealth Management
Virginia
$253K -$11.7K -73 -4%
MF
2984
Montis Financial
Massachusetts
$252K -$11.1K -69 -4%
MF
2985
Manchester Financial
California
$252K -$31.7K -198 -11%
WW
2986
Westshore Wealth
California
$252K -$2.08K -13 -0.8%
EE
2987
EWG Elevate
California
$252K -$11.7K -73 -4%
SSW
2988
Stone Summit Wealth
Florida
$251K – – –
LCM
2989
Liberty Capital Management
Michigan
$251K – – –
SHFP
2990
Second Half Financial Partners
Florida
$250K +$255K +1,592 New
HHRDM
2991
H&H Retirement Design & Management
Nevada
$250K -$481 -3 -0.2%
AF
2992
Aldebaran Financial
$250K -$11.7K -73 -4%
RBCM
2993
Raub Brock Capital Management
California
$250K +$962 +6 +0.4%
XT
2994
XTX Topco
Cayman Islands
$250K +$255K +1,588 New
SAM
2995
Sequent Asset Management
Texas
$250K +$160 +1 +0.1%
WFS
2996
Walker Financial Services
Kentucky
$249K +$2.73K +17 +1%
LFG
2997
Leverty Financial Group
Wisconsin
$249K +$4.65K +29 +2%
LA
2998
Lane & Associates
New Jersey
$249K -$6.25K -39 -2%
OCPWS
2999
One Charles Private Wealth Services
Massachusetts
$249K -$3.05K -19 -1%
PWP
3000
Perfromance Wealth Partners
Illinois
$249K +$255K +1,591 New
118 119
120
121 122