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Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
3401
Bernard Wealth Management
Michigan
$20.6K – – –
AIA
3402
Aventus Investment Advisors
Florida
$19.6K – – –
IWM
3403
Inlight Wealth Management
Georgia
$19.4K – – –
CFG
3404
Clayton Financial Group
Missouri
$19.2K +$12.2K +175 +175%
HC
3405
Hurley Capital
New York
$18.8K +$139 +2 +0.7%
PSFG
3406
Park Square Financial Group
Georgia
$18.1K -$10.1K -145 -33%
WW
3407
Winnow Wealth
Texas
$17.6K +$8.37K +120 +92%
GWM
3408
Greenline Wealth Management
Florida
$17.4K +$17.4K +249 New
FIM
3409
FWL Investment Management
Texas
$17.3K +$17.3K +248 New
QL
3410
Quarry LP
New York
$17.1K -$377K -5,415 -96%
1L
3411
10Elms LLP
Oklahoma
$16.8K – – –
BHWM
3412
Bay Harbor Wealth Management
Maryland
$16.6K +$6.9K +99 +71%
TFG
3413
Team Financial Group
California
$16.4K +$279 +4 +2%
PS
3414
PayPay Securities
Japan
$16.1K +$7.11K +102 +79%
EFMH
3415
E Fund Management (HK)
Hong Kong
$15.3K +$12.5K +179 +746%
FG
3416
Fairman Group
Pennsylvania
$15.2K -$2.44K -35 -14%
WT
3417
WHI Trust
Illinois
$14.7K +$14.6K +210 New
VR
3418
Vision Retirement
New Jersey
$14.4K +$14.4K +206 New
GPFA
3419
Game Plan Financial Advisors
Ohio
$14.1K +$70 +1 +0.5%
SR
3420
Syntax Research
Florida
$14K – – –
LGWM
3421
Litman Gregory Wealth Management
California
$13.9K +$13.9K +199 New
NWM
3422
Nova Wealth Management
Florida
$13.9K -$39.9K -572 -74%
PWA
3423
Principia Wealth Advisory
Texas
$13.5K +$2.86K +41 +27%
BCWM
3424
Ball & Co Wealth Management
Tennessee
$13K +$209 +3 +2%
EPG
3425
Estate Planners Group
Pennsylvania
$12.4K +$12.4K +178 New
135 136
137
138 139