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Name Holding Trade Value Shares
Change 		Change in
Stake
IWP
3151
Invenio Wealth Partners
Florida
$211K +$202K +1,253 New
HIF
3152
Hill Island Financial
Michigan
$211K +$202K +1,253 New
FNWM
3153
Financial Network Wealth Management
Utah
$211K – – –
TIA
3154
Tiemann Investment Advisors
California
$211K -$16.2K -100 -7%
PHIC
3155
Pine Haven Investment Counsel
Massachusetts
$211K +$202K +1,250 New
SPWG
3156
Syntegra Private Wealth Group
Missouri
$211K +$202K +1,250 New
OCBCO
3157
Oversea-Chinese Banking Corp (OCBC)
Singapore
$210K +$199K +1,232 New
BC
3158
Brio Consultants
California
$210K +$201K +1,246 New
DSA
3159
Droms Strauss Advisors
Missouri
$210K +$202K +1,248 New
OKSA
3160
O'Keefe Stevens Advisory
New York
$210K +$201K +1,244 New
JTWM
3161
Jackson Thornton Wealth Management
Alabama
$210K +$201K +1,243 New
FFA
3162
Fragasso Financial Advisors
Pennsylvania
$210K +$201K +1,243 New
LFA
3163
Laraway Financial Advisors
Minnesota
$209K – – –
IFA
3164
Interactive Financial Advisors
Illinois
$208K +$200K +1,236 New
PFM
3165
Peak Financial Management
Massachusetts
$208K +$200K +1,236 New
BAM
3166
Bellevue Asset Management
Washington
$208K -$6.46K -40 -3%
ETS
3167
ESL Trust Services
New York
$208K +$199K +1,232 New
OFW
3168
Omnia Family Wealth
Florida
$207K -$68K -421 -25%
ES
3169
ETF Store
Kansas
$207K +$198K +1,227 New
KDA
3170
Kraft Davis & Associates
Missouri
$207K +$201K +1,244 New
HIM
3171
Hanlon Investment Management
New Jersey
$207K +$198K +1,227 New
CANY
3172
Caxton Associates (New York)
New York
$207K +$198K +1,226 New
AC
3173
Applied Capital
Arkansas
$206K +$198K +1,224 New
RA
3174
Rockingstone Advisors
Massachusetts
$206K +$198K +1,224 New
AIM
3175
AMI Investment Management
Indiana
$206K +$197K +1,222 New
125 126
127
128 129