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Name Holding Trade Value Shares
Change 		Change in
Stake
RSWA
3876
Robinson Smith Wealth Advisors
Maine
$203K +$197K +500 New
BWM
3877
Base Wealth Management
Florida
$202K +$196K +499 New
T
3878
Tidemark
California
$202K +$786 +2 +0.4%
RCM
3879
Requisite Capital Management
Texas
$202K -$26K -66 -12%
GWA
3880
Geometric Wealth Advisors
District of Columbia
$202K +$196K +498 New
KFA
3881
Kelleher Financial Advisors
New York
$201K -$88.1K -224 -31%
GC
3882
GatePass Capital
Ohio
$201K +$195K +496 New
PWP
3883
Parkwoods Wealth Partners
New York
$201K +$195K +495 New
PG
3884
Proffitt & Goodson
Tennessee
$198K -$9.04K -23 -4%
NWMP
3885
Noble Wealth Management PBC
Colorado
$197K +$191K +485 New
MSWM
3886
Mowery & Schoenfeld Wealth Management
Illinois
$194K -$22.4K -57 -11%
BGA
3887
Battery Global Advisors
Massachusetts
$194K – – –
CIA
3888
Cape Investment Advisory
Georgia
$188K -$615K -1,563 -77%
SRCM
3889
Signature Resources Capital Management
California
$187K -$1.97K -5 -1%
UFPG
3890
United Financial Planning Group
New York
$185K +$180K +457 New
AAG
3891
Accordant Advisory Group
Maryland
$182K – – –
GIM
3892
Gold Investment Management
Alberta, Canada
$182K – – –
BIA
3893
Bell Investment Advisors
California
$182K +$7.47K +19 +4%
C
3894
Covestor
United Kingdom
$181K -$2.75K -7 -2%
CWM
3895
Consultiva Wealth Management
Puerto Rico
$178K – – –
IWM
3896
IMG Wealth Management
Florida
$177K – – –
EA
3897
Evolution Advisers
Virginia
$174K – – –
HC
3898
Hoese & Co
Minnesota
$173K +$23.6K +60 +16%
OAJ
3899
Ogorek Anthony Joseph
New York
$172K -$16.5K -42 -9%
CTWM
3900
Cherry Tree Wealth Management
Minnesota
$167K -$196K -499 -55%
154 155
156
157 158