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Name Holding Trade Value Shares
Change 		Change in
Stake
HNWA
3876
Henrickson Nauta Wealth Advisors
Michigan
$204K +$197K +502 New
MWM
3877
MinichMacGregor Wealth Management
New York
$203K +$197K +501 New
BCM
3878
Blume Capital Management
California
$203K -$11.8K -30 -6%
JC
3879
JBGlobal.com
New York
$203K +$197K +500 New
RSWA
3880
Robinson Smith Wealth Advisors
Maine
$203K +$197K +500 New
BWM
3881
Base Wealth Management
Florida
$202K +$196K +499 New
T
3882
Tidemark
California
$202K +$786 +2 +0.4%
RCM
3883
Requisite Capital Management
Texas
$202K -$26K -66 -12%
GWA
3884
Geometric Wealth Advisors
District of Columbia
$202K +$196K +498 New
KFA
3885
Kelleher Financial Advisors
New York
$201K -$88.1K -224 -31%
GC
3886
GatePass Capital
Ohio
$201K +$195K +496 New
PWP
3887
Parkwoods Wealth Partners
New York
$201K +$195K +495 New
PG
3888
Proffitt & Goodson
Tennessee
$198K -$9.04K -23 -4%
NWMP
3889
Noble Wealth Management PBC
Colorado
$197K +$191K +485 New
MSWM
3890
Mowery & Schoenfeld Wealth Management
Illinois
$194K -$22.4K -57 -11%
BGA
3891
Battery Global Advisors
Massachusetts
$194K – – –
CIA
3892
Cape Investment Advisory
Georgia
$188K -$615K -1,563 -77%
SRCM
3893
Signature Resources Capital Management
California
$187K -$1.97K -5 -1%
UFPG
3894
United Financial Planning Group
New York
$185K +$180K +457 New
AAG
3895
Accordant Advisory Group
Maryland
$182K – – –
GIM
3896
Gold Investment Management
Alberta, Canada
$182K – – –
BIA
3897
Bell Investment Advisors
California
$182K +$7.47K +19 +4%
C
3898
Covestor
United Kingdom
$181K -$2.75K -7 -2%
CWM
3899
Consultiva Wealth Management
Puerto Rico
$178K – – –
IWM
3900
IMG Wealth Management
Florida
$177K – – –
154 155
156
157 158