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Name Holding Trade Value Shares
Change 		Change in
Stake
RIA
3876
Rhodes Investment Advisors
Texas
$252K +$222K +1,218 New
JFGLC
3877
Johnson Financial Group LLC (Colorado)
Colorado
$251K +$221K +1,214 New
SFG
3878
Strive Financial Group
Indiana
$251K -$299K -1,642 -58%
TI
3879
tru Independence
Oregon
$251K -$5.83M -31,953 -96%
BWM
3880
Bluebird Wealth Management
Massachusetts
$251K +$221K +1,211 New
PAG
3881
Private Advisory Group
Washington
$251K +$221K +1,211 New
MCM
3882
MontVue Capital Management
Virginia
$250K +$220K +1,208 New
GMA
3883
Glassy Mountain Advisors
Maryland
$250K +$220K +1,206 New
RCP
3884
Roan Capital Partners
Tennessee
$249K +$220K +1,206 New
S
3885
Sachetta
Massachusetts
$249K +$17.7K +97 +9%
WFA
3886
WMG Financial Advisors
Tennessee
$248K -$27.4K -150 -11%
RWM
3887
RMG Wealth Management
Wisconsin
$248K -$8.21K -45 -3%
EPIMS
3888
Evelyn Partners Investment Management Services
$248K – – –
HA
3889
Heartland Advisors
Wisconsin
$248K – – –
RIP
3890
RAM Investment Partners
Washington
$248K +$218K +1,198 New
KTM
3891
Keeler Thomas Management
Utah
$248K +$218K +1,198 New
SVCP
3892
Silicon Valley Capital Partners
California
$247K -$1.26M -6,905 -85%
CA
3893
Corecam AG
$247K +$218K +1,195 New
CPA
3894
Cathy Pareto & Associates
Florida
$247K +$217K +1,190 New
PWA
3895
Prairie Wealth Advisors
Nebraska
$247K – – –
CA
3896
Cumberland Advisors
Florida
$246K +$217K +1,190 New
BFP
3897
Briaud Financial Planning
Texas
$246K +$217K +1,188 New
PFO
3898
PMG Family Office
Texas
$246K +$217K +1,188 New
SPW
3899
Signet Private Wealth
Illinois
$246K +$217K +1,188 New
RWM
3900
Rockline Wealth Management
New York
$245K +$216K +1,186 New
154 155
156
157 158