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Name Holding Trade Value Shares
Change 		Change in
Stake
WTFG
3401
Wood Tarver Financial Group
Idaho
$14K +$14K +27 New
CJH
3402
Christopher J. Hasenberg
Wisconsin
$12.6K – – –
CWM
3403
CarsonAllaria Wealth Management
Illinois
$12.5K – – –
SIM
3404
Synergy Investment Management
Florida
$12.1K +$11.9K +23 New
SRCM
3405
Signature Resources Capital Management
California
$12.1K – – –
SIA
3406
Sit Investment Associates
Minnesota
$12K – – –
FA
3407
Financial Avengers
California
$10.8K – – –
JFG
3408
JDM Financial Group
Texas
$10.6K -$3.11K -6 -23%
FGC
3409
Financial Gravity Companies
Texas
$10.5K – – –
CAM
3410
Chesapeake Asset Management
New York
$10.5K +$518 +1 +5%
PWA
3411
Principia Wealth Advisory
Texas
$10.5K +$10.4K +20 New
PS
3412
PayPay Securities
Japan
$9.48K -$4.66K -9 -33%
LIM
3413
Longfellow Investment Management
Massachusetts
$9.48K – – –
PIS
3414
POM Investment Strategies
North Carolina
$9.48K – – –
WW
3415
Winnow Wealth
Texas
$9.19K +$9.32K +18 New
RPA
3416
Redwood Park Advisors
California
$8.95K +$8.8K +17 New
FDCP
3417
Foster Dykema Cabot & Partners
Massachusetts
$8.43K -$33.6K -65 -80%
FG
3418
Fairman Group
Pennsylvania
$8.43K -$8.8K -17 -52%
TCM
3419
TD Capital Management
Tennessee
$6.87K +$3.11K +6 +86%
APF
3420
Alaska Permanent Fund
Alaska
$5.79K – – –
VWWMG
3421
Vermillion & White Wealth Management Group
Pennsylvania
$5.79K – – –
RFA
3422
Reyes Financial Architecture
California
$5.79K +$5.7K +11 New
TWD
3423
True Wealth Design
Ohio
$5.43K +$5.18K +10 New
SHF
3424
Safe Harbor Fiduciary
Florida
$5.28K – – –
MSWM
3425
Mowery & Schoenfeld Wealth Management
Illinois
$5.27K +$3.11K +6 +150%
135 136
137
138 139