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Name Holding Trade Value Shares
Change 		Change in
Stake
IIA
3726
Integral Investment Advisors
California
$349K +$14.4K +28 +5%
AWM
3727
Abound Wealth Management
Tennessee
$348K +$56.6K +110 +22%
SG
3728
Strid Group
Pennsylvania
$347K – – –
CPCM
3729
Cardinal Point Capital Management
Ontario, Canada
$347K +$312K +607 New
CGH
3730
CMG Global Holdings
Texas
$347K -$81.8K -159 -21%
SWG
3731
Summit Wealth Group
Vermont
$347K – – –
QWM
3732
Quaker Wealth Management
New Jersey
$346K +$311K +605 New
PFA
3733
Petra Financial Advisors
Colorado
$346K -$875K -1,701 -74%
CC
3734
Cypress Capital
Tennessee
$346K -$306K -595 -50%
SW
3735
StrongBox Wealth
Missouri
$346K -$10.3K -20 -3%
DCM
3736
Dimension Capital Management
Florida
$345K -$28.8K -56 -8%
PP
3737
PDT Partners
New York
$343K -$2.06M -4,000 -87%
FAM
3738
Forte Asset Management
New York
$343K -$77.2K -150 -20%
GCL
3739
Gouws Capital LLC
North Carolina
$343K – – –
MW
3740
Marks Wealth
Maryland
$343K – – –
NC
3741
nVerses Capital
Florida
$343K +$309K +600 New
WWG
3742
West Wealth Group
California
$343K +$19K +37 +7%
MCIA
3743
Mountain Capital Investment Advisors
Colorado
$343K +$21.6K +42 +8%
ACM
3744
Armbruster Capital Management
New York
$342K – – –
DWS
3745
Dynamic Wealth Strategies
California
$342K +$515 +1 +0.2%
BM
3746
Belfer Management
New York
$342K – – –
CPP
3747
Capasso Planning Partners
South Carolina
$342K -$308K -599 -43%
VCP
3748
Vista Capital Partners
Oregon
$341K +$74.1K +144 +32%
JWWM
3749
Johnson & White Wealth Management
Pennsylvania
$341K +$61.2K +119 +25%
OIC
3750
Orion Investment Company
Missouri
$341K – – –
148 149
150
151 152