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Name Holding Trade Value Shares
Change 		Change in
Stake
PAW
2651
Plan A Wealth
Nebraska
$272K – – –
LJHT
2652
Laurie J. Hall Trustee
$272K – – –
CFP
2653
Cascade Financial Partners
California
$271K -$28.1K -270 -11%
FWA
2654
Flagship Wealth Advisors
Massachusetts
$271K – – –
MFG
2655
Monte Financial Group
Connecticut
$271K +$227K +2,183 New
HP
2656
Holistic Planning
Texas
$271K +$227K +2,183 New
LFP
2657
Lakeshore Financial Planning
Michigan
$271K +$104 +1 +0%
FPW
2658
Fairvoy Private Wealth
Alabama
$270K -$255K -2,454 -53%
SAM
2659
Seelaus Asset Management
New Jersey
$270K -$34.6K -333 -13%
PAA
2660
Peregrine Asset Advisers
Oregon
$269K +$935 +9 +0.4%
CCM
2661
Conway Capital Management
California
$269K -$5.2K -50 -2%
RWM
2662
Revisor Wealth Management
Ohio
$268K +$228K +2,198 New
BOM
2663
Bank of Marin
California
$268K – – –
ABWM
2664
Alpine Bank Wealth Management
Colorado
$268K +$23.2K +223 +12%
SAM
2665
S.A. Mason
Michigan
$267K -$9.87K -95 -4%
CFD
2666
Creative Financial Designs
Indiana
$267K -$17.2K -166 -7%
RFA
2667
Resurgent Financial Advisors
Georgia
$267K -$276K -2,660 -55%
RWPA
2668
Richard W. Paul & Associates
Michigan
$266K -$1.66K -16 -0.7%
FWM
2669
Fonville Wealth Management
Virginia
$265K -$28.8K -277 -11%
WFA
2670
WestHill Financial Advisors
California
$264K -$5.2K -50 -2%
SFS
2671
Solitude Financial Services
Virginia
$264K -$57.2K -551 -21%
CS
2672
Capital Square
Tennessee
$264K -$9.77K -94 -4%
PD
2673
Point72 (DIFC)
United Arab Emirates
$264K -$7.48M -72,003 -97%
EFA
2674
Edge Financial Advisors
Illinois
$264K -$10.4K -100 -4%
FC
2675
Financial Council
Maryland
$264K – – –
105 106
107
108 109