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Name Holding Trade Value Shares
Change 		Change in
Stake
BIM
4426
Breakwater Investment Management
Washington
$243K – – –
BTD
4427
BankPlus Trust Department
Mississippi
$243K +$42.6K +66 +19%
WKSWA
4428
White Knight Strategic Wealth Advisors
New Jersey
$242K -$286K -444 -51%
GC
4429
Globeflex Capital
California
$242K – – –
GSF
4430
Grove Street Fiduciary
New Hampshire
$242K -$35.5K -55 -12%
NA
4431
Note Advisors
New York
$240K – – –
JPT
4432
Jordan Park Trust
New Hampshire
$240K – – –
TR
4433
Tepp RIA
New Jersey
$239K +$268K +415 New
APW
4434
Axim Planning & Wealth
Ohio
$239K +$21.9K +34 +9%
GPFA
4435
Game Plan Financial Advisors
Ohio
$239K +$41.9K +65 +19%
RWM
4436
Raffa Wealth Management
District of Columbia
$239K -$3.23K -5 -1%
BWM
4437
Buckley Wealth Management
Nevada
$239K – – –
MLRA
4438
Main Line Retirement Advisors
Montana
$238K +$645 +1 +0.2%
CIC
4439
Cutler Investment Counsel
Oregon
$238K -$1.94K -3 -0.7%
RIS
4440
Richmond Investment Services
Wisconsin
$238K +$266K +412 New
W
4441
WPWealth
Texas
$237K -$8.39K -13 -3%
IP
4442
Investment Partners
Ohio
$237K +$32.3K +50 +14%
TCFP
4443
Treasure Coast Financial Planning
Florida
$236K – – –
VPWA
4444
Vestia Personal Wealth Advisors
Indiana
$236K +$40.6K +63 +18%
AMG
4445
Advisors Management Group
Wisconsin
$236K -$645 -1 -0.2%
CCA
4446
Cadent Capital Advisors
Oklahoma
$236K -$2.58K -4 -1%
CCM
4447
Cloud Capital Management
Washington
$235K +$263K +408 New
CFGSD
4448
Compass Financial Group (South Dakota)
South Dakota
$235K +$16.8K +26 +7%
CSI
4449
Cross Staff Investments
New York
$235K – – –
MWA
4450
MFA Wealth Advisors
Pennsylvania
$235K – – –
176 177
178
179 180