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DIS

Name Holding Trade Value Shares
Change 		Change in
Stake
RIA
2476
RPG Investment Advisory
California
$334K -$22.7M -218,514 -99%
SFI
2477
SPC Financial Inc
Maryland
$334K +$10.6K +102 +4%
EWP
2478
Elevation Wealth Partners
California
$334K – – –
SIS
2479
Strategic Investment Solutions
Illinois
$333K +$70.1K +675 +34%
LSPW
2480
Lake Street Private Wealth
Illinois
$333K -$351K -3,382 -56%
EE
2481
EWG Elevate
California
$333K +$416 +4 +0.1%
SIC
2482
Sage Investment Counsel
Tennessee
$332K -$125K -1,200 -31%
WFA
2483
Wellspring Financial Advisors
Ohio
$332K +$12.7K +122 +5%
WE
2484
Wealth Effects
Massachusetts
$332K -$22.1K -213 -7%
HI
2485
Humankind Investments
New York
$331K -$21.4K -206 -7%
PAM
2486
Prodigy Asset Management
Nebraska
$331K – – –
DW
2487
Dodds Wealth
Colorado
$331K – – –
TI
2488
Truepoint Inc
Ohio
$331K +$36.2K +348 +15%
OWCM
2489
One Wealth Capital Management
Arizona
$330K +$8.52K +82 +3%
RFN
2490
RDA Financial Network
Iowa
$330K +$3.22K +31 +1%
FF
2491
Friday Financial
Iowa
$329K +$2.18K +21 +0.8%
PG
2492
Prostatis Group
Maryland
$329K -$2.7K -26 -1%
OKSA
2493
O'Keefe Stevens Advisory
New York
$329K +$7.79K +75 +3%
RPGNY
2494
Retirement Planning Group (New York)
New York
$328K -$1.25K -12 -0.5%
IA
2495
Insight Advisors
Pennsylvania
$328K -$11.9K -115 -4%
AC
2496
Avenir Corporation
Virginia
$328K – – –
HNW
2497
High Note Wealth
Minnesota
$327K -$9.87K -95 -3%
DFS
2498
Dixon Fnancial Services
California
$327K – – –
AGP
2499
Aspire Growth Partners
Florida
$326K -$42K -404 -13%
PPW
2500
Pasadena Private Wealth
California
$325K +$273K +2,624 New
98 99
100
101 102