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Name Holding Trade Value Shares
Change 		Change in
Stake
SFM
2501
Signet Financial Management
New Jersey
$330K +$89.3K +850 +40%
FIM
2502
Freedom Investment Management
Connecticut
$330K +$311K +2,963 New
GEA
2503
Glen Eagle Advisors
New Jersey
$330K -$34K -324 -10%
RW
2504
Rede Wealth
Virginia
$329K -$17.4K -166 -5%
RWMG
2505
Redwood Wealth Management Group
New Jersey
$329K -$10.4K -99 -3%
RS
2506
Rakuten Securities
Japan
$329K +$91.8K +874 +42%
GWP
2507
Gateway Wealth Partners
Wisconsin
$328K +$14.2K +135 +5%
LRIA
2508
Leonard Rickey Investment Advisors
Washington
$328K +$27K +257 +10%
OHWA
2509
Oak Hill Wealth Advisors
Virginia
$328K +$309K +2,942 New
MAM
2510
McLean Asset Management
Virginia
$327K +$11.7K +111 +4%
GWMR
2511
GC Wealth Management RIA
Massachusetts
$327K +$22.5K +214 +8%
MIM
2512
MTM Investment Management
South Carolina
$326K -$18.4K -175 -6%
SPWG
2513
Sage Private Wealth Group
Illinois
$325K -$89.5K -852 -23%
RPWA
2514
Regent Peak Wealth Advisors
Georgia
$325K +$13.2K +126 +5%
PWM
2515
Palacios Wealth Management
Florida
$325K +$312K +2,974 New
LA
2516
Latitude Advisors
Florida
$324K +$14.5K +138 +5%
BWL
2517
Bogart Wealth LLC
Virginia
$323K +$52.3K +498 +21%
SWM
2518
Sterling Wealth Management
Illinois
$322K -$6.72K -64 -2%
SCM
2519
Saxony Capital Management
Missouri
$321K +$24.5K +233 +9%
FFG
2520
Fortress Financial Group
Minnesota
$321K +$302K +2,879 New
AIFS
2521
A&I Financial Services
Colorado
$320K +$302K +2,877 New
MFC
2522
Morris Financial Concepts
South Carolina
$320K +$5.36K +51 +2%
DI
2523
DDFG Inc
California
$320K – – –
JG
2524
Jain Global
New York
$319K +$301K +2,868 New
PAA
2525
Peregrine Asset Advisers
Oregon
$319K -$72.5K -690 -19%
99 100
101
102 103