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Name Holding Trade Value Shares
Change 		Change in
Stake
PF
3301
Parker Financial
Washington
$284K -$5.12K -14 -2%
WWP
3302
Waypoint Wealth Partners
California
$284K -$70.1K -192 -21%
WCWM
3303
Willow Creek Wealth Management
California
$283K +$24.1K +66 +10%
TSS
3304
Two Sigma Securities
New York
$283K -$4.61M -12,608 -94%
GMFG
3305
Greater Midwest Financial Group
Minnesota
$282K +$1.46K +4 +0.5%
SF
3306
Schaeffer Financial
Maryland
$282K – – –
CA
3307
Cortland Associates
Missouri
$282K +$365 +1 +0.1%
MF
3308
Montis Financial
Massachusetts
$282K +$731 +2 +0.3%
AWM
3309
Allen Wealth Management
North Carolina
$281K -$2.92K -8 -1%
AWMG
3310
Alliance Wealth Management Group
New Jersey
$280K – – –
LAM
3311
Lewis Asset Management
California
$280K +$29.2K +80 +12%
MWA
3312
Mills Wealth Advisors
Texas
$280K – – –
ETIA
3313
Epic Trust Investment Advisors
Washington
$279K +$11.7K +32 +5%
AC
3314
Addison Capital
Pennsylvania
$279K -$365 -1 -0.1%
BDL
3315
Bey-Douglas LLC
Georgia
$278K -$698K -1,911 -72%
TWA
3316
Tandem Wealth Advisors
Arizona
$278K – – –
CA
3317
CSM Advisors
Pennsylvania
$278K -$36.5K -100 -12%
NRA
3318
NSI Retail Advisors
Pennsylvania
$278K -$36.5K -100 -12%
WAG
3319
Wheelhouse Advisory Group
Missouri
$277K – – –
CIS
3320
Custom Index Systems
New York
$277K +$22.3K +61 +9%
TFO
3321
Tarbox Family Office
California
$276K -$1.46K -4 -0.6%
BZWA
3322
Blue Zone Wealth Advisors
California
$276K -$24.5K -67 -9%
PPW
3323
Pasadena Private Wealth
California
$275K – – –
AIIMS
3324
Analyst IMS Investment Management Services
Israel
$275K – – –
FWA
3325
FOCUS Wealth Advisors
Texas
$274K – – –
131 132
133
134 135