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Name Holding Trade Value Shares
Change 		Change in
Stake
AWMNH
3526
Arcadia Wealth Management (New Hampshire)
New Hampshire
$225K +$207K +635 New
LIA
3527
LifePlan Investment Advisors
North Carolina
$224K +$206K +634 New
DFCM
3528
Dark Forest Capital Management
Puerto Rico
$223K +$205K +631 New
SCI
3529
Silver Coast Investments
United States
$223K +$205K +629 New
GFWA
3530
Grey Fox Wealth Advisors
Delaware
$222K +$205K +628 New
VP
3531
Verum Partners
North Carolina
$222K +$204K +627 New
NCMW
3532
Northern Capital Management (Washington)
Washington
$222K +$204K +626 New
DP
3533
Denver PWM
Colorado
$221K +$208K +638 New
LFA
3534
Level Financial Advisors
New York
$221K -$6.51K -20 -3%
TBNY
3535
Trustco Bank (New York)
New York
$219K +$202K +619 New
WWP
3536
Waypoint Wealth Partners
California
$218K -$92.8K -285 -32%
PWMA
3537
Pension & Wealth Management Advisors
Massachusetts
$217K – – –
CWM
3538
Curi Wealth Management
North Carolina
$217K +$199K +612 New
BAG
3539
Bridgewealth Advisory Group
California
$216K +$199K +611 New
ECA
3540
Elevated Capital Advisors
Utah
$216K -$33.5K -103 -14%
CPCP
3541
Cedar Point Capital Partners
Iowa
$216K +$199K +610 New
MLA
3542
MB, Levis & Associates
Pennsylvania
$215K – – –
PFA
3543
Plotkin Financial Advisors
Maryland
$215K +$198K +608 New
BWG
3544
Beta Wealth Group
California
$215K +$197K +606 New
LFP
3545
Lakeshore Financial Planning
Michigan
$214K +$197K +606 New
MSF
3546
Mustard Seed Financial
Arkansas
$214K +$197K +605 New
DI
3547
DAGCO Inc
Ohio
$214K -$17M -52,243 -99%
SIA
3548
Sage Investment Advisers
New York
$214K -$21.5K -66 -10%
DWS
3549
Dynamic Wealth Strategies
California
$214K +$197K +604 New
TWM
3550
Trueblood Wealth Management
Ohio
$213K +$196K +602 New
140 141
142
143 144