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Name Holding Trade Value Shares
Change 		Change in
Stake
CM
3051
Cercano Management
Washington
$214K +$199K +2,984 New
BMM
3052
Berkshire Money Management
Massachusetts
$213K +$199K +2,976 New
TCWM
3053
Total Clarity Wealth Management
Illinois
$213K – – –
LFA
3054
Lauterbach Financial Advisors
Texas
$213K +$199K +2,975 New
AF
3055
Apollon Financial
South Carolina
$213K +$198K +2,969 New
BF
3056
Brucke Financial
Indiana
$213K +$196K +2,930 New
HW
3057
Hamilton Wealth
California
$213K +$198K +2,967 New
NFW
3058
Noble Family Wealth
Florida
$212K +$198K +2,967 New
FWM
3059
Focused Wealth Management
New York
$212K +$198K +2,964 New
MWM
3060
Mascagni Wealth Management
Mississippi
$212K – – –
PCS
3061
Private Client Services
Kentucky
$211K +$197K +2,952 New
WC
3062
Wolfstich Capital
Massachusetts
$211K +$197K +2,952 New
IIA
3063
Integral Investment Advisors
California
$210K -$97.6K -1,461 -33%
NA
3064
Novus Advisors
South Carolina
$210K +$196K +2,933 New
DTL
3065
Dynamic Technology Lab
Singapore
$210K +$196K +2,931 New
BB
3066
Berkshire Bank
Massachusetts
$210K +$196K +2,930 New
PA
3067
Persium Advisors
Georgia
$210K -$497K -7,446 -72%
SRWM
3068
Shira Ridge Wealth Management
California
$209K +$195K +2,919 New
RIS
3069
Richmond Investment Services
Wisconsin
$209K +$195K +2,915 New
JF
3070
JSF Financial
California
$209K +$195K +2,913 New
EWA
3071
Encompass Wealth Advisors
Oregon
$208K +$194K +2,908 New
WA
3072
WP Advisors
California
$208K +$194K +2,907 New
WTB
3073
Washington Trust Bank
Washington
$208K -$97.9K -1,466 -34%
EPP
3074
ETF Portfolio Partners
Kansas
$208K +$194K +2,899 New
PP
3075
Patron Partners
Texas
$208K +$194K +2,898 New
121 122
123
124 125