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Name Holding Trade Value Shares
Change 		Change in
Stake
QWM
3951
Quaker Wealth Management
New Jersey
$198K +$5.49K +15 +3%
JEST
3952
JTC Employer Solutions Trustee
Jersey
$193K +$733 +2 +0.4%
SC
3953
Swan Capital
Florida
$192K +$3.3K +9 +2%
FA
3954
Fountainhead AM
New Jersey
$189K -$464K -1,266 -70%
AW
3955
Avion Wealth
Texas
$185K -$9.52K -26 -5%
EI
3956
eCIO Inc
Wisconsin
$180K -$13.6K -37 -7%
SFS
3957
Sunrise Financial Services
Washington
$179K +$190K +520 New
BIA
3958
Bell Investment Advisors
California
$178K +$24.5K +67 +15%
GF
3959
GGM Financials
Ohio
$177K +$1.47K +4 +0.8%
CIAS
3960
CBIZ Investment Advisory Services
Ohio
$176K +$59.7K +163 +47%
SI
3961
Sava Infond
Slovenia
$175K – – –
RWS
3962
Retirement Wealth Solutions
Wisconsin
$175K – – –
EFMH
3963
E Fund Management (HK)
Hong Kong
$174K +$33K +90 +24%
CFG
3964
Clayton Financial Group
Missouri
$173K +$128K +350 +227%
BCM
3965
Blume Capital Management
California
$172K – – –
T
3966
Tidemark
California
$169K -$2.56K -7 -1%
NWMP
3967
Noble Wealth Management PBC
Colorado
$167K – – –
FCT
3968
First Community Trust
Iowa
$167K +$36.6K +100 +26%
P
3969
Palladiem
Pennsylvania
$166K +$176K +480 New
IWM
3970
IMG Wealth Management
Florida
$165K +$16.1K +44 +10%
SRCM
3971
Signature Resources Capital Management
California
$162K +$3.66K +10 +2%
PUI
3972
Purpose Unlimited Inc
$162K +$172K +470 New
UFPG
3973
United Financial Planning Group
New York
$161K +$4.03K +11 +2%
HWP
3974
Highline Wealth Partners
California
$159K -$2.05M -5,595 -92%
DCM
3975
Dorato Capital Management
Colorado
$158K +$154K +420 New
157 158
159
160 161