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Name Holding Trade Value Shares
Change 		Change in
Stake
EAM
3301
Eukles Asset Management
Ohio
$22.3K – – –
MCA
3302
Midwest Capital Advisors
Michigan
$22.2K – – –
BFP
3303
Briaud Financial Planning
Texas
$22K – – –
JAM
3304
JCIC Asset Management
Ontario, Canada
$21.7K – – –
W
3305
WealthCollab
Washington
$21.5K – – –
MHIP
3306
Mountain Hill Investment Partners
New Jersey
$20.3K – – –
HHGA
3307
Halbert Hargrove Global Advisors
California
$20K +$8.88K +133 +90%
IWM
3308
Inlight Wealth Management
Georgia
$19.9K +$18.6K +278 New
HC
3309
Hurley Capital
New York
$19.7K +$1.8K +27 +11%
CW
3310
Curio Wealth
Maryland
$17.9K -$2.27K -34 -87%
IA
3311
IFS Advisors
Kansas
$17.8K – – –
1L
3312
10Elms LLP
Oklahoma
$17.2K – – –
WCM
3313
WealthTrak Capital Management
Virginia
$17.2K +$10.7K +160 +200%
HIA
3314
HFM Investment Advisors
New Jersey
$16.9K +$15.8K +237 New
SC
3315
Steph & Co
Wisconsin
$16.7K +$3.47K +52 +29%
FG
3316
Fairman Group
Pennsylvania
$15.8K -$67.1K -1,004 -80%
SRCM
3317
Signature Resources Capital Management
California
$14.5K – – –
GPFA
3318
Game Plan Financial Advisors
Ohio
$14.3K – – –
SC
3319
Swan Capital
Florida
$14.3K – – –
SR
3320
Syntax Research
Florida
$14.3K – – –
MSWA
3321
Marshall & Sterling Wealth Advisors
New York
$13.8K +$12.9K +193 New
BCWM
3322
Ball & Co Wealth Management
Tennessee
$13K -$1.67K -25 -12%
OCM
3323
Osterweis Capital Management
California
$11.7K +$5.34K +80 +95%
GIS
3324
Grayhawk Investment Strategies
Alberta, Canada
$11K – – –
CAWM
3325
Capital A Wealth Management
Pennsylvania
$10.9K +$467 +7 +5%
131 132
133
134 135