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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
3901
Maridea Wealth Management
New York
$212K -$552K -1,508 -71%
OWA
3902
One Wealth Advisors
California
$212K -$87.9K -240 -28%
FL
3903
FreeGulliver LLC
Louisiana
$212K -$35.2K -96 -13%
PAG
3904
Paladin Advisory Group
Iowa
$212K – – –
HA
3905
Hofer & Associates
California
$212K +$226K +616 New
PPW
3906
Pasadena Private Wealth
California
$212K -$36.6K -100 -14%
PFM
3907
Patton Fund Management
Texas
$212K – – –
KFA
3908
Kelleher Financial Advisors
New York
$211K +$42.9K +117 +24%
NPFS
3909
Novak & Powell Financial Services
Florida
$211K +$366 +1 +0.2%
VBA
3910
von Borstel & Associates
Oregon
$211K -$821K -2,242 -78%
GWM
3911
GK Wealth Management
Nevada
$210K -$13.2K -36 -6%
PCM
3912
Presidio Capital Management
California
$210K +$8.06K +22 +4%
NF
3913
Nvest Financial
New Hampshire
$210K +$10.3K +28 +5%
EFA
3914
Edge Financial Advisors
Illinois
$210K -$67.4K -184 -23%
DC
3915
Dahring Cusmano
Michigan
$209K +$733 +2 +0.3%
ACM
3916
Aspen Capital Management
Idaho
$209K -$733 -2 -0.3%
DC
3917
Darrow Company
Massachusetts
$209K +$223K +608 New
LWM
3918
Luminvest Wealth Management
Arizona
$209K – – –
MWM
3919
Madrid Wealth Management
New Mexico
$209K +$222K +607 New
CCA
3920
Cadent Capital Advisors
Oklahoma
$209K – – –
CWA
3921
CogentBlue Wealth Advisors
Tennessee
$208K -$86.1K -235 -28%
AAM
3922
Alphadyne Asset Management
New York
$208K +$178K +486 +408%
OWM
3923
OneAscent Wealth Management
Alabama
$208K -$31.1K -85 -12%
CFA
3924
Churchill Financial Advisors
Kentucky
$206K +$220K +600 New
FFP
3925
Freedom Financial Partners
Minnesota
$206K – – –
155 156
157
158 159