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Name Holding Trade Value Shares
Change 		Change in
Stake
GIM
3501
Groesbeck Investment Management
New Jersey
$989K -$37.1K -60 -4%
HP
3502
Holistic Planning
Texas
$988K +$73.5K +119 +10%
TFO
3503
Tarbox Family Office
California
$988K +$4.33K +7 +0.5%
PAM
3504
PCG Asset Management
New Jersey
$988K -$50.7K -82 -6%
DI
3505
DAGCO Inc
Ohio
$987K +$9.89K +16 +1%
LCC
3506
Lincoln Capital Corp
Rhode Island
$982K -$111K -180 -12%
TWM
3507
Tripletail Wealth Management
Florida
$982K +$786K +1,272 New
RFO
3508
RiverGlades Family Offices
Florida
$982K -$6.18K -10 -0.7%
AA
3509
Argent Advisors
Louisiana
$982K +$22.2K +36 +3%
NWM
3510
Northwest Wealth Management
Iowa
$976K -$93.9K -152 -10%
OFA
3511
Oak Family Advisors
Illinois
$976K -$47K -76 -5%
WA
3512
Whipplewood Advisors
Colorado
$976K -$26.6K -43 -3%
NCFG
3513
New Century Financial Group
New Jersey
$976K +$267K +432 +49%
MAG
3514
M3 Advisory Group
Massachusetts
$975K +$57.5K +93 +8%
WC
3515
Wexford Capital
Florida
$974K -$4.68M -7,574 -85%
TCM
3516
Towercrest Capital Management
Pennsylvania
$974K – – –
CW
3517
Code Waechter
Florida
$974K +$123K +199 +18%
BWM
3518
Brickley Wealth Management
California
$974K +$35.8K +58 +5%
PCP
3519
Perbak Capital Partners
United Kingdom
$974K +$815K +1,319 New
ESBC
3520
E.S. Barr & Co
Kentucky
$970K -$15.4K -25 -2%
HNW
3521
High Note Wealth
Minnesota
$970K +$33.4K +54 +4%
BDF
3522
Black Diamond Financial
Maryland
$968K -$104K -169 -11%
HCA
3523
Heck Capital Advisors
Wisconsin
$968K +$291K +471 +56%
NI
3524
NDVR Inc
Massachusetts
$968K -$4.94K -8 -0.6%
1W
3525
1776 Wealth
Georgia
$968K +$89K +144 +12%
139 140
141
142 143