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Name Holding Trade Value Shares
Change 		Change in
Stake
HIA
2876
HFM Investment Advisors
New Jersey
$6.74K +$2.75K +27 +63%
MFS
2877
Montgomery Financial Services
Maryland
$6.7K +$7.14K +70 New
HIW
2878
Holos Integrated Wealth
Pennsylvania
$6.53K -$200K -1,960 -97%
SC
2879
Solstein Capital
California
$6.06K – – –
CJ
2880
Caitlin John
Michigan
$5.87K -$13.4K -131 -68%
RCM
2881
Ravenstone Capital Management
$5.78K – – –
SFCL
2882
Strengthening Families & Communities LLC
Massachusetts
$5.77K +$2.85K +28 +88%
GC
2883
Gould Capital
Washington
$5.58K – – –
BDPWM
2884
Barnes Dennig Private Wealth Management
Ohio
$5.49K +$2.35K +23 +68%
BIM
2885
Breakwater Investment Management
Washington
$5.39K -$4.08K -40 -42%
PSFG
2886
Park Square Financial Group
Georgia
$5.2K -$1.22K -12 -18%
BA
2887
Bard Associates
Illinois
$5K +$2.85K +28 +117%
RBC
2888
Roble Belko & Company
Pennsylvania
$5K – – –
HFG
2889
Harborfront Financial Group
Michigan
$4.94K +$5.2K +51 New
CH
2890
CDKV Holdings
Colorado
$4.81K – – –
RFG
2891
REAP Financial Group
Texas
$4.81K – – –
FLP
2892
Financial Life Planners
Arizona
$4.49K – – –
PWA
2893
Provenance Wealth Advisors
Florida
$4.33K +$2.55K +25 +125%
HFS
2894
Horizon Financial Services
North Carolina
$3.95K -$2.45K -24 -37%
BW
2895
Bravera Wealth
North Dakota
$3.95K – – –
WA
2896
WestEnd Advisors
North Carolina
$3.85K -$1.94K -19 -32%
1NWS
2897
1 North Wealth Services
Maryland
$3.85K – – –
NOI
2898
Newton One Investments
Delaware
$3.75K – – –
CI
2899
Cordant Inc
Oregon
$3.28K +$204 +2 +6%
WT
2900
WHI Trust
Illinois
$3.08K – – –
114 115
116
117 118