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Name Holding Trade Value Shares
Change 		Change in
Stake
BFP
3501
Briaud Financial Planning
Texas
$170K +$98.8K +701 +144%
BCM
3502
Boreal Capital Management
Florida
$170K +$167K +1,187 New
PFG
3503
Putney Financial Group
California
$169K -$49.3K -350 -23%
SHIM
3504
Stone House Investment Management
Pennsylvania
$166K +$16.1K +114 +11%
GCM
3505
Gladius Capital Management
Illinois
$166K -$462K -3,279 -74%
CWM
3506
Cranbrook Wealth Management
Michigan
$166K +$2.4K +17 +1%
CAM
3507
Clarity Asset Management
Iowa
$163K +$705 +5 +0.4%
MIFH
3508
Migdal Insurance & Financial Holdings
Israel
$159K – – –
CCAM
3509
Cascades Capital Asset Management
North Carolina
$156K -$99.7K -707 -39%
AP
3510
Aspect Partners
Virginia
$155K +$7.47K +53 +5%
BI
3511
Binnacle Investments
Iowa
$155K +$141 +1 +0.1%
RBC
3512
Roble Belko & Company
Pennsylvania
$152K +$86.6K +614 +137%
TPWA
3513
Twin Peaks Wealth Advisors
California
$152K +$139K +984 New
DFA
3514
DHJJ Financial Advisors
Illinois
$151K +$91.8K +651 +160%
IHWM
3515
Iron Horse Wealth Management
Iowa
$150K +$5.36K +38 +4%
BWM
3516
Bernard Wealth Management
Michigan
$149K -$4.37K -31 -3%
MFT
3517
Moisand Fitzgerald Tamayo
Florida
$148K – – –
TC
3518
Trust Company
Kansas
$148K +$42.9K +304 +42%
GBA
3519
Garrison Bradford & Associates
New York
$143K – – –
MC
3520
Montag & Caldwell
Georgia
$143K – – –
RS
3521
Rakuten Securities
Japan
$138K +$9.3K +66 +7%
W
3522
WealthCollab
Washington
$137K +$7.05K +50 +6%
CMP
3523
Coston McIsaac & Partners
Maine
$137K +$141 +1 +0.1%
PWM
3524
Proathlete Wealth Management
Florida
$136K – – –
PC
3525
Promus Capital
Illinois
$135K +$1.41K +10 +1%
139 140
141
142 143