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Name Holding Trade Value Shares
Change 		Change in
Stake
AFS
3051
Anderson Financial Strategies
Ohio
$3.86K +$3.65K +34 New
NOI
3052
Newton One Investments
Delaware
$3.8K – – –
HIA
3053
HFM Investment Advisors
New Jersey
$3.55K +$3.87K +36 New
FAI
3054
Fiduciary Advisors Inc
Missouri
$3.5K – – –
GFL
3055
Granite FO LLC
New Hampshire
$3.36K – – –
BDPWM
3056
Barnes Dennig Private Wealth Management
Ohio
$3.36K +$3.65K +34 New
PWM
3057
Parkworth Wealth Management
California
$3.18K +$215 +2 +7%
CI
3058
Cordant Inc
Oregon
$3.1K – – –
HWM
3059
Horizons Wealth Management
North Carolina
$2.47K +$2.69K +25 New
APM
3060
a16z Perennial Management
California
$2.17K – – –
RJA
3061
Ross\Johnson & Associates
Minnesota
$2.07K +$107 +1 +5%
WBC
3062
West Branch Capital
Massachusetts
$1.96K -$69.4K -646 -97%
YAL
3063
Your Advocates Ltd
Texas
$1.78K – – –
NA
3064
Nordwand Advisors
Pennsylvania
$1.68K -$20.6K -192 -92%
KFGG
3065
Keystone Financial Group (Georgia)
Georgia
$1.38K – – –
JAM
3066
JCIC Asset Management
Ontario, Canada
$1.18K +$1.29K +12 New
TFA
3067
Transamerica Financial Advisors
Florida
$1K – – –
OWP
3068
ORG Wealth Partners
Texas
$981 +$1.07K +10 New
HFS
3069
Horizon Financial Services
North Carolina
$888 +$967 +9 New
KGP
3070
Keystone Global Partners
Colorado
$496 +$537 +5 New
CWM
3071
Cedar Wealth Management
California
$494 – – –
SHF
3072
Safe Harbor Fiduciary
Florida
$296 – – –
WGS
3073
Washington Growth Strategies
District of Columbia
$209 +$10.6K +99 New
CIR
3074
Clear Investment Research
Georgia
$100 – – –
RWA
3075
Redmont Wealth Advisors
Illinois
$99 -$245K -2,283 -100%
121 122
123
124 125