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Name Holding Trade Value Shares
Change 		Change in
Stake
HPC
3851
Hobart Private Capital
North Carolina
$202K +$8.99K +22 +4%
FWM
3852
Fonville Wealth Management
Virginia
$202K -$49K -120 -19%
SFO
3853
Standard Family Office
South Dakota
$201K – – –
RS
3854
Retirement Solution
Washington
$201K -$9.8K -24 -4%
AIFS
3855
A&I Financial Services
Colorado
$201K +$211K +516 New
F4L
3856
Fortune 45 LLC
Louisiana
$201K +$210K +514 New
MWM
3857
MinichMacGregor Wealth Management
New York
$200K +$4.9K +12 +2%
CWM
3858
Chicago Wealth Management
Illinois
$200K – – –
COFSG
3859
Carbahal Olsen Financial Services Group
California
$200K +$210K +514 New
TCM
3860
TD Capital Management
Tennessee
$199K +$817 +2 +0.4%
RWS
3861
Retirement Wealth Solutions
Wisconsin
$198K +$208K +508 New
AIM
3862
Access Investment Management
Georgia
$194K – – –
BAM
3863
BOCHK Asset Management
Hong Kong
$194K – – –
NWMP
3864
Noble Wealth Management PBC
Colorado
$193K +$203K +497 New
GWSA
3865
Global Wealth Strategies & Associates
Colorado
$192K – – –
LC
3866
Lavaca Capital
Texas
$188K +$198K +484 New
CTC
3867
Cetera Trust Company
Minnesota
$188K – – –
MFG
3868
Mendota Financial Group
Wisconsin
$187K +$94.4K +231 +92%
BGA
3869
Battery Global Advisors
Massachusetts
$186K – – –
AA
3870
AlphaMark Advisors
Kentucky
$185K +$40.9K +100 +27%
BDL
3871
Banque de Luxembourg
Luxembourg
$183K +$191K +468 New
EFP
3872
EnRich Financial Partners
Wisconsin
$181K – – –
PFG
3873
Putney Financial Group
California
$180K +$190K +464 New
CAWM
3874
Capital A Wealth Management
Pennsylvania
$180K +$190K +464 New
SRCM
3875
Signature Resources Capital Management
California
$179K – – –
153 154
155
156 157