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Name Holding Trade Value Shares
Change 		Change in
Stake
BONST
3476
Bank of Nova Scotia Trust
Ontario, Canada
$272K +$272K +1,783 New
KWM
3477
Keebeck Wealth Management
Illinois
$272K +$272K +1,783 New
MFP
3478
Meramec Financial Planners
Missouri
$271K +$228K +1,497 New
RWMG
3479
Redwood Wealth Management Group
New Jersey
$271K +$16.8K +110 +7%
FP
3480
Financial Perspectives
Minnesota
$270K +$762 +5 +0.3%
WA
3481
WPG Advisers
Maryland
$270K -$2.13K -14 -0.8%
ELM
3482
Elite Life Management
Florida
$269K +$16K +105 +8%
VFPW
3483
Vantage Financial Partners (Wisconsin)
Wisconsin
$269K -$14K -92 -5%
WFA
3484
WJ Financial Advisors
Connecticut
$269K – – –
MAM
3485
Marotta Asset Management
Virginia
$269K -$7.31K -48 -3%
WMA
3486
William Mack & Associates
Michigan
$268K +$457 +3 +0.2%
BFG
3487
Bouchey Financial Group
New York
$268K -$316K -2,073 -54%
KFA
3488
Krane Funds Advisors
New York
$267K +$267K +1,755 New
F4L
3489
Fortune 45 LLC
Louisiana
$267K -$32.3K -212 -11%
DCM
3490
Delta Capital Management
New Jersey
$267K – – –
BPWM
3491
BCS Private Wealth Management
New Jersey
$267K – – –
IIM
3492
Invariant Investment Management
Pennsylvania
$267K +$250K +1,644 New
DWM
3493
Denver Wealth Management
Colorado
$266K -$18.7K -123 -7%
TNAM
3494
Terra Nova Asset Management
New York
$265K – – –
CWMK
3495
Caliber Wealth Management (Kansas)
Kansas
$265K +$4.26K +28 +2%
BFA
3496
Bright Financial Advisors
Michigan
$265K – – –
GWP
3497
Gateway Wealth Partners
Wisconsin
$265K +$65.9K +433 +33%
QWM
3498
QP Wealth Management
New Jersey
$264K +$263K +1,729 New
OFP
3499
OLIO Financial Planning
Virginia
$263K +$263K +1,727 New
TFA
3500
Trinity Financial Advisors
Ohio
$263K – – –
138 139
140
141 142