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Name Holding Trade Value Shares
Change 		Change in
Stake
DFCM
2751
Dark Forest Capital Management
Puerto Rico
$375K +$322K +1,305 New
IAG
2752
Investmark Advisory Group
Connecticut
$374K – – –
GSIS
2753
Global Strategic Investment Solutions
Arizona
$374K +$41.7K +169 +15%
MWP
2754
Meredith Wealth Planning
Illinois
$373K -$42.9K -174 -12%
IPW
2755
Invictus Private Wealth
Colorado
$373K -$32.1K -130 -9%
TSWM
2756
Tyler-Stone Wealth Management
Ohio
$373K +$321K +1,301 New
FWI
2757
Facet Wealth Inc
Maryland
$372K +$292K +1,185 New
HI
2758
Humankind Investments
New York
$372K -$212K -859 -40%
SCM
2759
Sitrin Capital Management
California
$371K -$52.6K -213 -14%
TCPWM
2760
Traverso Chambers Private Wealth Management
California
$370K +$2.96K +12 +0.9%
AWMG
2761
Alliance Wealth Management Group
New Jersey
$369K -$1.73K -7 -0.5%
WDG
2762
Wealth Dimensions Group
Ohio
$368K +$63.7K +258 +25%
BWM
2763
Brickley Wealth Management
California
$368K – – –
CA
2764
Centerpoint Advisors
Massachusetts
$367K – – –
HFM
2765
Hartford Funds Management
Pennsylvania
$366K +$315K +1,275 New
KA
2766
KLCM Advisors
Wisconsin
$366K -$43.2K -175 -12%
CAG
2767
Compass Advisory Group
New York
$365K +$314K +1,273 New
AWM
2768
Alterna Wealth Management
Texas
$365K -$374K -1,515 -54%
PAG
2769
Paladin Advisory Group
Iowa
$364K – – –
EAM
2770
Empirical Asset Management
Massachusetts
$364K +$313K +1,269 New
WDL
2771
Well Done LLC
Michigan
$364K -$15.8K -64 -5%
SCM
2772
Stonehearth Capital Management
Massachusetts
$362K – – –
SAMT
2773
Select Asset Management & Trust
Pennsylvania
$361K – – –
FWM
2774
FMB Wealth Management
California
$360K +$2.22K +9 +0.7%
ACA
2775
Aspire Capital Advisors
Washington
$360K +$54.3K +220 +21%
109 110
111
112 113