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Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
3801
Pinnacle Wealth Management Group
Michigan
$200K -$79.9K -205 -27%
OIS
3802
OneAscent Investment Solutions
Alabama
$200K +$213K +546 New
BCM
3803
Blume Capital Management
California
$198K +$5.07K +13 +2%
SIM
3804
Synergy Investment Management
Florida
$193K -$12.1K -31 -6%
PHK
3805
Point72 Hong Kong
Hong Kong
$191K +$203K +522 New
QL
3806
Quarry LP
New York
$190K +$165K +423 +441%
RWS
3807
Retirement Wealth Solutions
Wisconsin
$186K – – –
BAM
3808
BOCHK Asset Management
Hong Kong
$183K – – –
NWMP
3809
Noble Wealth Management PBC
Colorado
$180K -$1.95K -5 -1%
RFG
3810
REAP Financial Group
Texas
$179K +$60.8K +156 +47%
BGA
3811
Battery Global Advisors
Massachusetts
$175K – – –
GJIA
3812
Glass Jacobson Investment Advisors
Maryland
$172K – – –
BDL
3813
Banque de Luxembourg
Luxembourg
$172K – – –
CAWM
3814
Capital A Wealth Management
Pennsylvania
$171K +$779 +2 +0.4%
C
3815
Covestor
United Kingdom
$170K +$1.56K +4 +0.9%
PFG
3816
Putney Financial Group
California
$170K -$390 -1 -0.2%
DF
3817
Dunhill Financial
United Kingdom
$169K -$148K -380 -45%
SRCM
3818
Signature Resources Capital Management
California
$169K – – –
MCA
3819
Maryland Capital Advisors
Maryland
$169K – – –
FWA
3820
Flagship Wealth Advisors
Massachusetts
$167K -$97.4K -250 -36%
OAJ
3821
Ogorek Anthony Joseph
New York
$165K +$96.7K +248 +123%
AAG
3822
Accordant Advisory Group
Maryland
$165K – – –
GIM
3823
Gold Investment Management
Alberta, Canada
$165K +$67.8K +174 +63%
CWM
3824
Consultiva Wealth Management
Puerto Rico
$161K – – –
EA
3825
Evolution Advisers
Virginia
$161K -$4.68K -12 -3%
151 152
153
154 155