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Name Holding Trade Value Shares
Change 		Change in
Stake
BGA
3926
Battery Global Advisors
Massachusetts
$169K – – –
IWM
3927
IMG Wealth Management
Florida
$168K +$17.6K +54 +13%
RG
3928
RHL Group
Michigan
$164K +$3.25K +10 +2%
NWMP
3929
Noble Wealth Management PBC
Colorado
$163K – – –
HIW
3930
Holos Integrated Wealth
Pennsylvania
$163K – – –
SRCM
3931
Signature Resources Capital Management
California
$163K -$3.9K -12 -3%
ACA
3932
American Capital Advisory
Idaho
$161K +$17.2K +53 +13%
RWS
3933
Retirement Wealth Solutions
Wisconsin
$160K -$2.6K -8 -2%
GIM
3934
Gold Investment Management
Alberta, Canada
$159K – – –
EP
3935
Essential Partners
California
$158K +$132K +405 +964%
TCM
3936
Timbuktu Capital Management
Massachusetts
$152K +$140K +431 New
DF
3937
DecisionPoint Financial
Arizona
$151K +$651 +2 +0.5%
BCPWM
3938
Bradley & Co Private Wealth Management
Florida
$148K – – –
PG
3939
Proffitt & Goodson
Tennessee
$145K +$12.7K +39 +10%
DWM
3940
Dogwood Wealth Management
Kansas
$145K -$318K -976 -70%
GA
3941
GoalVest Advisory
New York
$145K -$79.1K -243 -37%
CWM
3942
Consultiva Wealth Management
Puerto Rico
$145K – – –
MAM
3943
Marquette Asset Management
Minnesota
$145K +$45.5K +140 +52%
MR
3944
Munich Reinsurance
$144K -$160K -492 -55%
TWD
3945
True Wealth Design
Ohio
$143K +$55.3K +170 +72%
BC
3946
Burnham & Co
Michigan
$141K +$130K +400 New
OAJ
3947
Ogorek Anthony Joseph
New York
$140K +$16.3K +50 +14%
KFG
3948
Kingdom Financial Group
Arizona
$139K -$976 -3 -0.8%
CTWM
3949
Cherry Tree Wealth Management
Minnesota
$138K – – –
SFAM
3950
Sawyer Falduto Asset Management
Illinois
$136K – – –
156 157
158
159 160