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Name Holding Trade Value Shares
Change 		Change in
Stake
DFA
3226
DHJJ Financial Advisors
Illinois
$147K – – –
MDA
3227
Minot DeBlois Advisors
Massachusetts
$145K -$15.7K -60 -10%
AP
3228
Aspect Partners
Virginia
$144K -$18.1K -69 -12%
Q
3229
QVR
California
$144K +$133K +509 New
OCM
3230
Osterweis Capital Management
California
$143K -$1.43M -5,446 -91%
FDP
3231
Financiere des Professionnels
Quebec, Canada
$141K – – –
GC
3232
Gould Capital
Washington
$141K – – –
PW
3233
Pandora Wealth
Illinois
$141K – – –
SFFS
3234
Stonehage Fleming Financial Services
Jersey
$141K – – –
FNWA
3235
Financial Network Wealth Advisors
Utah
$140K -$157K -601 -55%
EWP
3236
Elevation Wealth Partners
California
$139K +$262 +1 +0.2%
CIAM
3237
Caitong International Asset Management
Hong Kong
$138K +$9.42K +36 +8%
PWMG
3238
Prestige Wealth Management Group
New Jersey
$137K – – –
CA
3239
Centerpoint Advisors
Massachusetts
$137K -$19.6K -75 -13%
TFGT
3240
TS Financial Group (TSFG)
Illinois
$134K +$20.2K +77 +19%
BIA
3241
Bell Investment Advisors
California
$133K -$8.38K -32 -6%
KFP
3242
Keener Financial Planning
Texas
$133K – – –
EPIME
3243
Evelyn Partners Investment Management (Europe)
$133K – – –
NECFA
3244
New England Capital Financial Advisors
Connecticut
$133K – – –
TSMHT
3245
Thurston Springer Miller Herd & Titak
Indiana
$132K -$2.64M -10,096 -96%
FC
3246
Fairscale Capital
New Hampshire
$132K – – –
AWM
3247
Activest Wealth Management
Florida
$132K +$7.59K +29 +7%
KSB
3248
Kennebec Savings Bank
Maine
$130K – – –
SC
3249
Stephens Consulting
Michigan
$127K -$844K -3,225 -88%
GPI
3250
General Partner Inc
Pennsylvania
$127K – – –
128 129
130
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