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Name Holding Trade Value Shares
Change 		Change in
Stake
FDCP
3451
Foster Dykema Cabot & Partners
Massachusetts
$316K -$36.4K -100 -9%
ACA
3452
Arsenal Capital Advisors
Pennsylvania
$316K -$21.9K -60 -6%
FAM
3453
Fulcrum Asset Management
United Kingdom
$316K +$356K +976 New
VFP
3454
Vilga Financial Planning
New Jersey
$316K -$8.02K -22 -2%
GAFA
3455
Garton & Associates Financial Advisors
Kentucky
$315K -$317K -871 -48%
YWS
3456
Yarger Wealth Strategies
Ohio
$315K -$16.4K -45 -4%
AAM
3457
Austin Asset Management
Texas
$315K +$4.74K +13 +1%
EPIMS
3458
Evelyn Partners Investment Management Services
$315K +$14.2K +39 +4%
HGA
3459
Hobbs Group Advisors
South Carolina
$315K -$6.2K -17 -2%
NCM
3460
New Capital Management
Texas
$315K +$349K +958 New
DFA
3461
DHJJ Financial Advisors
Illinois
$315K – – –
PWM
3462
Peak Wealth Management
New Hampshire
$314K +$364 +1 +0.1%
GAA
3463
Global Assets Advisory
Florida
$314K -$2.19K -6 -0.6%
FGAM
3464
Financial Gravity Asset Management
Texas
$314K +$4.01K +11 +1%
AFM
3465
Aspetuck Financial Management
Connecticut
$314K – – –
TDB
3466
Thompson David Blair
$314K +$348K +954 New
ORC
3467
O'Rourke & Company
Massachusetts
$313K +$19.3K +53 +6%
HCM
3468
Hutchinson Capital Management
California
$313K -$45.6K -125 -12%
RS
3469
R Squared
Hong Kong
$313K +$347K +951 New
WW
3470
Waterfront Wealth
Kansas
$312K – – –
MA
3471
Mezzasalma Advisors
New Jersey
$311K – – –
LWA
3472
Legacy Wealth Advisors
Florida
$311K +$106K +292 +45%
FPH
3473
Financial Planning Hawaii
Hawaii
$310K +$364 +1 +0.1%
ALC
3474
Alexander Labrunerie & Co
Missouri
$310K -$52.1K -143 -13%
BFA
3475
Bridgelight Financial Advisors
Connecticut
$309K -$18.9K -52 -5%
137 138
139
140 141