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Name Holding Trade Value Shares
Change 		Change in
Stake
PMG
2626
ProVise Management Group
Florida
$410K +$297K +2,934 New
PIA
2627
Panoramic Investment Advisors
Colorado
$409K +$297K +2,933 New
GC
2628
Garde Capital
Washington
$408K +$296K +2,924 New
PCG
2629
PFC Capital Group
California
$408K +$296K +2,925 New
DP
2630
Denver PWM
Colorado
$408K -$14.3K -141 -3%
ICM
2631
III Capital Management
Florida
$405K +$293K +2,900 New
PWM
2632
Penobscot Wealth Management
Maine
$405K +$293K +2,898 New
MS
2633
Monetary Solutions
Ohio
$404K -$5.06K -50 -2%
BIA
2634
Bell Investment Advisors
California
$404K +$12K +119 +4%
LWPC
2635
Legacy Wealth Partners (Colorado)
Colorado
$404K +$292K +2,892 New
TF
2636
Tenzing Financial
Virginia
$403K +$18.1K +179 +6%
AI
2637
Arrien Investments
Idaho
$403K +$292K +2,884 New
BWA
2638
BlueSky Wealth Advisors
North Carolina
$403K +$292K +2,884 New
RIP
2639
Reliant Investment Partners
North Carolina
$403K +$292K +2,883 New
TI
2640
tru Independence
Oregon
$402K +$291K +2,881 New
OAJ
2641
Ogorek Anthony Joseph
New York
$402K -$43.8K -433 -13%
FZCM
2642
Flynn Zito Capital Management
New York
$402K +$291K +2,878 New
OWA
2643
Octavia Wealth Advisors
Ohio
$402K +$291K +2,877 New
DSAM
2644
Dock Street Asset Management
Florida
$402K +$291K +2,876 New
ECA
2645
Elevated Capital Advisors
Utah
$401K -$58.6K -579 -17%
BHPW
2646
Box Hill Private Wealth
Arizona
$401K +$290K +2,869 New
CFSG
2647
Clark Financial Services Group
Missouri
$401K +$290K +2,869 New
MMA
2648
Mizuho Markets Americas
New York
$400K -$585K -5,781 -67%
MWP
2649
Madison Wealth Partners
Wisconsin
$400K +$290K +2,863 New
VNA
2650
Valley National Advisers
Pennsylvania
$399K +$64.3K +636 +29%
104 105
106
107 108