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Name Holding Trade Value Shares
Change 		Change in
Stake
IF
3401
Integrity Financial
Wyoming
$234K +$248K +1,618 New
SRWM
3402
Shira Ridge Wealth Management
California
$234K -$5.97K -39 -2%
PWS
3403
Peterson Wealth Services
Utah
$233K +$2.14K +14 +0.9%
SWIG
3404
Strategic Wealth Investment Group
Kentucky
$233K -$2.3K -15 -0.9%
DWS
3405
Dynamic Wealth Strategies
California
$233K -$56.6K -370 -19%
GCM
3406
G2 Capital Management
Ohio
$233K – – –
SSW
3407
Stone Summit Wealth
Florida
$232K -$12.7K -83 -5%
WW
3408
Westshore Wealth
California
$232K – – –
WLIM
3409
White Lighthouse Investment Management
Massachusetts
$232K +$13.8K +90 +6%
C
3410
Covestor
United Kingdom
$232K +$24.6K +161 +11%
SC
3411
Sykon Capital
New York
$232K -$15.3K -100 -6%
GA
3412
Gordian Advisors
Arizona
$232K – – –
MF
3413
Montis Financial
Massachusetts
$232K +$18.7K +122 +8%
WFA
3414
Websterrogers Financial Advisors
South Carolina
$232K +$918 +6 +0.4%
BCP
3415
Blue Chip Partners
Michigan
$231K -$5.36K -35 -2%
BCM
3416
Bayesian Capital Management
New York
$231K -$15.3M -100,000 -98%
AL
3417
ADE LLC
Maryland
$231K – – –
JTWM
3418
Jackson Thornton Wealth Management
Alabama
$230K +$244K +1,591 New
PWH
3419
Priebe Wealth Holdings
Minnesota
$230K +$243K +1,589 New
PCM
3420
Payne Capital Management
New York
$230K +$243K +1,589 New
JCM
3421
Jacobsen Capital Management
Utah
$230K -$44.4K -290 -15%
EWA
3422
Evolution Wealth Advisors
Florida
$230K +$244K +1,591 New
OWM
3423
Opes Wealth Management
California
$230K +$5.97K +39 +3%
HHAA
3424
Henry H. Armstrong Associates
Pennsylvania
$229K – – –
RA
3425
Rise Advisors
New York
$228K +$3.52K +23 +1%
135 136
137
138 139