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Name Holding Trade Value Shares
Change 		Change in
Stake
RCM
2851
RNC Capital Management
California
$216K +$20.5K +45 +10%
WF
2852
Wayfinding Financial
Washington
$216K -$4.55K -10 -2%
QPWM
2853
Quadrant Private Wealth Management
Pennsylvania
$216K +$223K +489 New
EBA
2854
Eagle Bay Advisors
New York
$215K -$105K -230 -32%
HWA
2855
Heartwood Wealth Advisors
Virginia
$215K +$222K +488 New
SSC
2856
Syverson Strege & Co
Iowa
$215K +$222K +488 New
RW
2857
Regimen Wealth
Georgia
$215K +$456 +1 +0.2%
OAM
2858
Oxford Asset Management
United Kingdom
$214K -$274K -602 -55%
PWP
2859
Perfromance Wealth Partners
Illinois
$214K +$221K +486 New
PVM
2860
Palogic Value Management
Texas
$214K +$3.64K +8 +2%
CCA
2861
Carrera Capital Advisors
Michigan
$213K +$220K +483 New
GF
2862
GGM Financials
Ohio
$213K +$220K +482 New
EGWAG
2863
Elwood & Goetz Wealth Advisory Group
Georgia
$213K -$24.1K -53 -10%
UFA
2864
US Financial Advisors
Massachusetts
$213K +$220K +482 New
HWMO
2865
Heritage Wealth Management (Ohio)
Ohio
$213K +$215K +473 New
FZCM
2866
Flynn Zito Capital Management
New York
$212K – – –
PGWM
2867
Pitti Group Wealth Management
New York
$212K +$1.82K +4 +0.8%
SWM
2868
Shakespeare Wealth Management
Wisconsin
$212K +$911 +2 +0.4%
MG
2869
Marex Group
$212K +$219K +480 New
BMMM
2870
Boston Mountain Money Management
Arkansas
$212K -$196K -430 -47%
YWM
2871
Yoder Wealth Management
California
$211K +$911 +2 +0.4%
CCWM
2872
Correct Capital Wealth Management
Missouri
$210K – – –
HCM
2873
Heathbridge Capital Management
Ontario, Canada
$210K – – –
CBA
2874
Coastal Bridge Advisors
Connecticut
$209K -$78.4K -172 -27%
VBWMG
2875
Von Berge Wealth Management Group
California
$208K +$456 +1 +0.2%
113 114
115
116 117