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Name Holding Trade Value Shares
Change 		Change in
Stake
RIA
3251
Richwood Investment Advisors
Ohio
$388K +$72.8K +391 +20%
RPGNY
3252
Retirement Planning Group (New York)
New York
$388K +$558 +3 +0.1%
RW
3253
Rede Wealth
Virginia
$388K +$186 +1 +0%
PWMA
3254
Pension & Wealth Management Advisors
Massachusetts
$388K +$26.8K +144 +7%
BWS
3255
Broadway Wealth Solutions
Texas
$387K -$20.1K -108 -4%
SJL
3256
Shayne & Jacobs LLC
Tennessee
$387K – – –
CWMA
3257
Capstone Wealth Management (Alabama)
Alabama
$387K +$434K +2,334 New
FRM
3258
Fox Run Management
Connecticut
$387K +$434K +2,332 New
EHAM
3259
Eagle Harbor Asset Management
Washington
$386K -$4.09K -22 -0.9%
CM
3260
Capula Management
Cayman Islands
$386K -$545K -2,928 -56%
QPW
3261
Quantum Private Wealth
Florida
$386K – – –
EL
3262
Essex LLC
Illinois
$385K -$16.2K -87 -4%
VPWA
3263
Vestia Personal Wealth Advisors
Indiana
$385K -$186 -1 -0%
AI
3264
AdvisorShares Investments
Maryland
$385K – – –
FA
3265
Fountainhead AM
New Jersey
$384K -$19K -102 -4%
CFGSD
3266
Compass Financial Group (South Dakota)
South Dakota
$384K +$1.49K +8 +0.3%
MC
3267
Matisse Capital
Oregon
$383K -$45.6K -245 -10%
SFSG
3268
Sound Financial Strategies Group
Mississippi
$383K -$68.3K -367 -14%
NG
3269
Novem Group
New York
$382K +$23.8K +128 +6%
CFS
3270
Cannon Financial Strategists
Georgia
$382K -$558 -3 -0.1%
AWA
3271
ARQ Wealth Advisors
Arizona
$381K – – –
CFGA
3272
Cambridge Financial Group (Arizona)
Arizona
$381K – – –
JCM
3273
Jag Capital Management
Missouri
$381K -$41.3K -222 -9%
PGWM
3274
Parisi Gray Wealth Management
New Jersey
$381K -$21.4K -115 -5%
APFP
3275
Action Point Financial Planning
Michigan
$380K +$429K +2,304 New
129 130
131
132 133