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Name Holding Trade Value Shares
Change 		Change in
Stake
QA
2901
Quattro Advisors
Pennsylvania
$117K +$113K +1,027 New
KBFS
2902
Kohmann Bosshard Financial Services
Ohio
$117K +$113K +1,028 New
DFA
2903
DHJJ Financial Advisors
Illinois
$116K – – –
MS
2904
Monetary Solutions
Ohio
$116K +$112K +1,020 New
PP
2905
PFS Partners
New Jersey
$116K +$1.32K +12 +1%
T
2906
Tidemark
California
$115K +$330 +3 +0.3%
PWM
2907
Peck Wealth Management
New York
$114K – – –
SEP
2908
Signature Equity Partners
Ohio
$114K +$110K +999 New
BT
2909
Banque Transatlantique
France
$112K +$20.4K +185 +23%
AW
2910
Avion Wealth
Texas
$112K -$3.74K -34 -3%
GWSG
2911
GPS Wealth Strategies Group
Colorado
$112K -$571K -5,189 -84%
PW
2912
Pandora Wealth
Illinois
$112K – – –
RWM
2913
Raffa Wealth Management
District of Columbia
$111K +$39K +354 +57%
CFO
2914
Capitol Family Office
Oregon
$110K +$48K +436 +82%
MWA
2915
Medallion Wealth Advisors
Connecticut
$107K -$26.5K -241 -20%
OC
2916
Optima Capital
Oregon
$107K +$103K +936 New
1CP
2917
1015 Capital Partners
Pennsylvania
$106K +$102K +929 New
VR
2918
Vision Retirement
New Jersey
$105K +$101K +920 New
IWP
2919
IAG Wealth Partners
Wisconsin
$105K -$11K -100 -10%
BGAI
2920
Bruce G. Allen Investments
Colorado
$103K +$6.61K +60 +7%
GFA
2921
Godfrey Financial Associates
New York
$102K +$99.1K +900 New
CAM
2922
Chesapeake Asset Management
New York
$101K -$11K -100 -10%
B
2923
Bayban
Minnesota
$100K +$97.2K +883 New
AF
2924
Abound Financial
California
$98.8K +$95.7K +869 New
W
2925
WealthCollab
Washington
$94.7K – – –
115 116
117
118 119