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Name Holding Trade Value Shares
Change 		Change in
Stake
FCG
2776
Financial Connections Group
California
$6K -$12.9K -59 -70%
EAM
2777
Eukles Asset Management
Ohio
$5.92K – – –
HNW
2778
High Note Wealth
Minnesota
$5.15K – – –
EWM
2779
Evolution Wealth Management
Florida
$5.15K +$4.39K +20 New
BFP
2780
Briaud Financial Planning
Texas
$5K – – –
PS
2781
PayPay Securities
Japan
$4.38K -$3.29K -15 -47%
PIS
2782
POM Investment Strategies
North Carolina
$4.12K -$32.7K -149 -90%
RWM
2783
Raffa Wealth Management
District of Columbia
$4.12K -$1.98K -9 -36%
CFP
2784
Comprehensive Financial Planning
Pennsylvania
$4.12K – – –
PWMA
2785
Pension & Wealth Management Advisors
Massachusetts
$3.89K +$658 +3 +25%
HFS
2786
Horizon Financial Services
North Carolina
$3.86K +$1.32K +6 +67%
HHGA
2787
Halbert Hargrove Global Advisors
California
$3.81K -$6.36K -29 -66%
DRS
2788
Deane Retirement Strategies
Louisiana
$3.6K – – –
ACM
2789
Anfield Capital Management
California
$3.35K – – –
FS
2790
Financially Speaking
Colorado
$3.35K – – –
TCM
2791
Traub Capital Management
Massachusetts
$3.35K +$2.85K +13 New
LAM
2792
Lummis Asset Management
Texas
$3.09K – – –
PG
2793
Proffitt & Goodson
Tennessee
$3.09K – – –
CW
2794
Curio Wealth
Maryland
$3.09K +$2.19K +10 +500%
UIA
2795
Ulland Investment Advisors
Minnesota
$3K – – –
DF
2796
DecisionPoint Financial
Arizona
$2.99K +$2.63K +12 New
RWS
2797
Retirement Wealth Solutions
Wisconsin
$2.85K – – –
NICM
2798
Neo Ivy Capital Management
New York
$2.83K -$726K -3,307 -100%
SFA
2799
Semmax Financial Advisors
North Carolina
$2.48K – – –
APW
2800
Atlantic Private Wealth
North Carolina
$2.34K +$1.98K +9 New
110 111
112
113 114