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Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
3701
BlueStem Wealth Partners
Minnesota
$244K +$14.3K +44 +7%
SR
3702
Syntax Research
Florida
$243K +$325 +1 +0.1%
DWP
3703
Destiny Wealth Partners
Florida
$243K -$728K -2,237 -75%
SCFS
3704
Stewardship Concepts Financial Services
Washington
$243K -$5.21K -16 -2%
FWP
3705
Flatrock Wealth Partners
California
$243K +$224K +688 New
IG
3706
IFS Group
Pennsylvania
$243K -$74.2K -228 -25%
LI
3707
Lafayette Investments
Maryland
$242K -$4.55K -14 -2%
AF
3708
Align Financial
Minnesota
$241K – – –
OWA
3709
OakTrust Wealth Advisors
Connecticut
$240K -$47.8K -147 -18%
PCM
3710
Permanent Capital Management
Illinois
$240K +$222K +681 New
I
3711
IMPACTfolio
Colorado
$240K – – –
CAS
3712
CTC Alternative Strategies
Illinois
$240K +$221K +680 New
PWM
3713
Peterson Wealth Management
Nevada
$240K -$120K -370 -35%
PTB
3714
Pioneer Trust Bank
Oregon
$239K – – –
HFP
3715
Holistic Financial Partners
Indiana
$239K -$98.2K -302 -31%
AU
3716
AlphaGrep UK
$239K -$256K -787 -54%
LAM
3717
LECAP Asset Management
United Kingdom
$239K +$220K +677 New
RW
3718
RVW Wealth
California
$239K -$13K -40 -6%
CCP
3719
Caden Capital Partners
California
$238K – – –
ASG
3720
Ariston Services Group
California
$238K +$220K +676 New
MAM
3721
Milestone Asset Management
Pennsylvania
$238K -$651 -2 -0.3%
EFP
3722
Elser Financial Planning
Indiana
$238K -$14.6K -45 -6%
RW
3723
Rockport Wealth
Ohio
$238K – – –
CPW
3724
Cogent Private Wealth
Florida
$238K +$11.1K +34 +5%
WA
3725
Winter & Associates
Minnesota
$238K – – –
147 148
149
150 151