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Name Holding Trade Value Shares
Change 		Change in
Stake
CPG
4076
Cornerstone Planning Group
New Jersey
$202K +$22.1K +121 +13%
BAWM
4077
Bennett Associates Wealth Management
Pennsylvania
$202K +$178K +978 New
WF
4078
WinCap Financial
Massachusetts
$202K +$178K +976 New
JE
4079
Jacobs Equity
Utah
$202K +$178K +975 New
HBFP
4080
Henderson Brothers Financial Partners
Pennsylvania
$202K +$178K +974 New
HGA
4081
Hobbs Group Advisors
South Carolina
$201K +$177K +972 New
G
4082
GenTrust
Florida
$201K +$177K +970 New
AWA
4083
Asempa Wealth Advisors
Louisiana
$200K +$185K +1,015 New
DI
4084
Disciplined Investors
Texas
$200K +$177K +968 New
QWM
4085
Quaker Wealth Management
New Jersey
$199K -$5.11K -28 -3%
EPIME
4086
Evelyn Partners Investment Management (Europe)
$199K – – –
FP
4087
Financial Perspectives
Minnesota
$199K -$148K -810 -46%
W
4088
WealthCollab
Washington
$198K – – –
AI
4089
AXS Investments
New York
$197K -$77.1K -423 -31%
RFG
4090
REAP Financial Group
Texas
$190K +$2.01K +11 +1%
AIM
4091
Axiom Investment Management
New York
$188K +$166K +908 New
FFA
4092
Frazier Financial Advisors
Ohio
$187K +$43.6K +239 +36%
MUMSS
4093
Mitsubishi UFJ Morgan Stanley Securities
Japan
$187K +$164K +902 New
WFA
4094
West Financial Advisors
Iowa
$183K -$8.57K -47 -5%
SHIM
4095
Stone House Investment Management
Pennsylvania
$183K -$32.6K -179 -17%
MAFA
4096
MJT & Associates Financial Advisory
Minnesota
$180K – – –
CFM
4097
Cornerstone Financial Management
Massachusetts
$180K +$7.29K +40 +5%
OAJ
4098
Ogorek Anthony Joseph
New York
$180K +$37.7K +207 +31%
CWM
4099
Cranbrook Wealth Management
Michigan
$178K – – –
FFL
4100
Financial Freedom LLC
Ohio
$177K +$912 +5 +0.6%
162 163
164
165 166