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Name Holding Trade Value Shares
Change 		Change in
Stake
VF
3176
VitalStone Financial
Texas
$205K +$12.6K +78 +6%
GWM
3177
GoalFusion Wealth Management
Texas
$205K +$196K +1,215 New
HIS
3178
Horizon Investment Services
Indiana
$204K +$196K +1,212 New
OPPS
3179
Obsidian Personal Planning Solutions
Maryland
$204K +$196K +1,212 New
MS
3180
Maven Securities
Jersey
$203K -$1.44M -8,932 -88%
PRWA
3181
Platte River Wealth Advisors
Colorado
$203K +$195K +1,205 New
ARC
3182
Advisor Resource Council
Texas
$203K +$194K +1,204 New
BWM
3183
BlackDiamond Wealth Management
New York
$202K +$12.3K +76 +6%
CBNLCF
3184
Cognios Beta Neutral Large Cap Fund
Kansas
$202K +$194K +1,199 New
OL
3185
Optas LLC
Texas
$202K +$193K +1,195 New
AA
3186
AlphaCentric Advisors
Puerto Rico
$202K -$23.9K -148 -11%
OWM
3187
Opes Wealth Management
California
$201K +$193K +1,194 New
RWRC
3188
R.W. Roge & Company
New York
$200K – – –
EWP
3189
Elevation Wealth Partners
California
$199K +$323 +2 +0.2%
APC
3190
Aspire Private Capital
North Carolina
$196K +$3.07K +19 +2%
WWP
3191
WR Wealth Planners
Missouri
$194K +$45.1K +279 +32%
HB
3192
Horizon Bancorp
Indiana
$192K +$17.6K +109 +11%
HIM
3193
Hillsdale Investment Management
Ontario, Canada
$191K +$95.3K +590 +108%
CCMI
3194
Creative Capital Management Investments
California
$189K – – –
RWM
3195
Raffa Wealth Management
District of Columbia
$188K +$1.13K +7 +0.6%
OBWP
3196
O'Brien Wealth Partners
Massachusetts
$188K – – –
TCM
3197
TD Capital Management
Tennessee
$182K – – –
GC
3198
Garde Capital
Washington
$179K -$59.8K -370 -26%
RDIA
3199
RE Dickinson Investment Advisors
Iowa
$177K +$17.1K +106 +11%
JSAM
3200
J. Safra Asset Management
New York
$176K – – –
126 127
128
129 130