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Name Holding Trade Value Shares
Change 		Change in
Stake
IWA
3001
IBEX Wealth Advisors
New Jersey
$13.5K +$13.1K +212 New
SRCM
3002
Signature Resources Capital Management
California
$12.9K – – –
SR
3003
Syntax Research
Florida
$12.7K – – –
SC
3004
Swan Capital
Florida
$12.7K +$12.4K +200 New
AIM
3005
Arcadia Investment Management
Michigan
$12.6K – – –
BFA
3006
BBJS Financial Advisors
Washington
$12.4K +$4.64K +75 +63%
RI
3007
Ridgewood Investments
New Jersey
$12.2K +$11.9K +192 New
AFWM
3008
Abich Financial Wealth Management
Virginia
$11.3K +$11K +178 New
OCM
3009
Osterweis Capital Management
California
$10.7K -$15.6K -252 -60%
NAAA
3010
New Age Alpha Advisors
New York
$10.5K +$10.2K +165 New
GIS
3011
Grayhawk Investment Strategies
Alberta, Canada
$9.8K – – –
EWP
3012
Elevation Wealth Partners
California
$9.63K – – –
IA
3013
IFS Advisors
Kansas
$9.42K – – –
NOI
3014
Newton One Investments
Delaware
$8.27K +$62 +1 +0.8%
OAJ
3015
Ogorek Anthony Joseph
New York
$8K -$5.32K -86 -40%
MWA
3016
Miller Wealth Advisors
Colorado
$7.89K – – –
BCC
3017
Biglari Capital Corp
Texas
$7.64K -$118K -1,900 -94%
WFA
3018
West Financial Advisors
Iowa
$7.26K – – –
CMA
3019
Cedar Mountain Advisors
Oregon
$6.3K -$2.91K -47 -32%
PS
3020
PayPay Securities
Japan
$6.11K -$14.2K -229 -70%
MWA
3021
Moser Wealth Advisors
Washington
$5.79K – – –
ECM
3022
Everence Capital Management
Indiana
$5.46K – – –
CAM
3023
ClariVest Asset Management
California
$4.84K -$2.54K -41 -35%
ACM
3024
Anfield Capital Management
California
$4.26K +$4.15K +67 New
IC
3025
Innealta Capital
Texas
$3.82K +$3.71K +60 New
119 120
121
122 123