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Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
3751
Clarity Asset Management
Iowa
$165K -$9.14K -60 -5%
TWM
3752
Tripletail Wealth Management
Florida
$164K -$6.4K -42 -4%
DFA
3753
DHJJ Financial Advisors
Illinois
$163K – – –
SHIM
3754
Stone House Investment Management
Pennsylvania
$162K +$9.29K +61 +6%
IIM
3755
IFC & Insurance Marketing
California
$160K +$160K +1,051 New
BWM
3756
Bernard Wealth Management
Michigan
$159K – – –
AP
3757
Aspect Partners
Virginia
$159K +$2.89K +19 +2%
WA
3758
Whipplewood Advisors
Colorado
$158K +$5.79K +38 +4%
CPG
3759
Cornerstone Planning Group
New Jersey
$158K +$8.99K +59 +7%
SA
3760
SRH Advisors
Kansas
$157K -$228K -1,500 -59%
MFT
3761
Moisand Fitzgerald Tamayo
Florida
$153K -$4.26K -28 -3%
WCMN
3762
Westchester Capital Management (Nebraska)
Nebraska
$153K +$11.1K +73 +8%
GBA
3763
Garrison Bradford & Associates
New York
$152K +$152K +1,000 New
QWM
3764
Quaker Wealth Management
New Jersey
$151K +$5.79K +38 +4%
PWM
3765
Proathlete Wealth Management
Florida
$149K +$4.26K +28 +3%
CCAM
3766
Cascades Capital Asset Management
North Carolina
$148K +$152 +1 +0.1%
VC
3767
Vestor Capital
Illinois
$147K +$2.39M +15,718 +1,632%
EPIME
3768
Evelyn Partners Investment Management (Europe)
$146K -$74.6K -490 -34%
W
3769
WealthCollab
Washington
$146K – – –
TM
3770
Torren Management
California
$146K +$146K +958 New
CIAS
3771
CBIZ Investment Advisory Services
Ohio
$145K +$9.44K +62 +7%
AWA
3772
Acumen Wealth Advisors
Tennessee
$144K +$143K +942 New
WFA
3773
West Financial Advisors
Iowa
$142K +$7.16K +47 +5%
RFG
3774
REAP Financial Group
Texas
$138K +$21.8K +143 +19%
AWM
3775
Activest Wealth Management
Florida
$136K -$279K -1,832 -67%
149 150
151
152 153