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Name Holding Trade Value Shares
Change 		Change in
Stake
IEFM
3151
IQ EQ Fund Management
Ireland
$218K – – –
FWM
3152
Fortress Wealth Management
California
$218K +$227K +1,408 New
PCI
3153
Planning Center Inc
Illinois
$218K +$247K +1,530 New
HR
3154
Hayden Royal
North Carolina
$217K -$15.3K -95 -6%
SWM
3155
Shelton Wealth Management
Texas
$217K +$226K +1,401 New
PFA
3156
Pettinga Financial Advisors
Indiana
$216K -$646 -4 -0.3%
FRM
3157
Fox Run Management
Connecticut
$215K -$58.1K -360 -21%
XT
3158
XTX Topco
Cayman Islands
$215K +$224K +1,385 New
AMR
3159
Asset Management Resources
Massachusetts
$215K +$224K +1,388 New
HSG
3160
Helen Stephens Group
Texas
$215K +$224K +1,390 New
HCM
3161
Highview Capital Management
Illinois
$214K +$223K +1,381 New
STB
3162
S&T Bank
Pennsylvania
$214K +$223K +1,381 New
CMP
3163
Courage Miller Partners
Virginia
$213K – – –
WFPG
3164
Waller Financial Planning Group
Ohio
$213K +$19.4K +120 +10%
IF
3165
Insight Folios
North Carolina
$213K +$222K +1,374 New
WF
3166
Wayfinding Financial
Washington
$213K +$255K +1,579 New
MAM
3167
Must Asset Management
South Korea
$212K – – –
AC
3168
AlphaCore Capital
California
$211K -$4.84K -30 -2%
RIA
3169
Richwood Investment Advisors
Ohio
$211K +$220K +1,360 New
BWM
3170
Birchcreek Wealth Management
Ohio
$211K +$220K +1,363 New
FS
3171
Ferguson Shapiro
Georgia
$210K – – –
BWM
3172
Brickley Wealth Management
California
$209K -$8.56K -53 -4%
RWRC
3173
R.W. Roge & Company
New York
$209K – – –
SIA
3174
Sage Investment Advisers
New York
$209K +$218K +1,350 New
ACM
3175
Armbruster Capital Management
New York
$208K – – –
125 126
127
128 129