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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
3151
Sterling Wealth Management
Illinois
$429K -$364 -1 -0.1%
OFP
3152
OFC Financial Planning
New Jersey
$429K – – –
VIP
3153
Value Investment Professionals
New York
$429K – – –
MFC
3154
Morris Financial Concepts
South Carolina
$428K +$138K +380 +41%
HA
3155
Helium Advisors
Washington
$428K +$2.19K +6 +0.5%
SPAS
3156
Spectrum Planning & Advisory Services
California
$428K -$13.5K -37 -3%
FAL
3157
Focused Alpha LLC
Colorado
$428K -$48.8K -134 -9%
AL
3158
ADE LLC
Maryland
$428K -$55K -151 -10%
PIA
3159
Prakash Investment Advisors
Massachusetts
$428K – – –
WWA
3160
Wisconsin Wealth Advisors
Wisconsin
$427K -$729 -2 -0.2%
CP
3161
Creekside Partners
California
$427K – – –
RIM
3162
Redwood Investment Management
Arizona
$426K -$7.29K -20 -2%
RWA
3163
Reicon Wealth Advisors
Georgia
$426K +$97.3K +267 +26%
SSG
3164
Summit Securities Group
New York
$426K +$399K +1,094 +547%
CFGSD
3165
Compass Financial Group (South Dakota)
South Dakota
$425K +$38.6K +106 +9%
CP
3166
Clarendon Private
Massachusetts
$425K +$110K +303 +31%
WA
3167
Waterford Advisors
New York
$425K – – –
GL
3168
GHE LLC
Tennessee
$424K -$364K -1,000 -44%
AFS
3169
Access Financial Services
Minnesota
$424K -$4.37K -12 -0.9%
AFP
3170
ATLas Financial Planning
Georgia
$424K +$470K +1,289 New
IPWA
3171
International Private Wealth Advisors
California
$424K +$1.46K +4 +0.3%
APM
3172
a16z Perennial Management
California
$423K – – –
GSF
3173
Grove Street Fiduciary
New Hampshire
$423K – – –
CCC
3174
Compass Capital Corp
Massachusetts
$423K -$125K -342 -21%
WCM
3175
WealthBridge Capital Management
Ohio
$423K -$5.1K -14 -1%
125 126
127
128 129