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Name Holding Trade Value Shares
Change 		Change in
Stake
RQS
4951
Ramsey Quantitative Systems
Kentucky
$172K +$192K +300 New
FCG
4952
Financial Connections Group
California
$169K +$10.3K +16 +6%
HHGA
4953
Halbert Hargrove Global Advisors
California
$165K – – –
P
4954
Palladiem
Pennsylvania
$161K +$641 +1 +0.4%
CFG
4955
CKW Financial Group
Hawaii
$160K – – –
STB
4956
S&T Bank
Pennsylvania
$156K -$6.41K -10 -4%
CIR
4957
Clear Investment Research
Georgia
$154K +$173K +270 New
TLA
4958
Tanglewood Legacy Advisors
Texas
$152K +$131K +205 +336%
SA
4959
Strategic Advocates
Utah
$152K -$4.74M -7,401 -97%
VERPA
4960
Virginia Estate & Retirement Planning Advisors
Virginia
$146K +$163K +255 New
GFA
4961
Godfrey Financial Associates
New York
$145K +$4.49K +7 +3%
BAM
4962
Bellevue Asset Management
Washington
$142K – – –
BDPWM
4963
Barnes Dennig Private Wealth Management
Ohio
$141K -$42.3K -66 -21%
EIP
4964
Essential Investment Partners
Colorado
$141K -$736K -1,148 -82%
LWMI
4965
Legacy Wealth Management (Idaho)
Idaho
$140K +$20.5K +32 +15%
JFG
4966
JDM Financial Group
Texas
$138K – – –
BIM
4967
Breakwater Investment Management
Washington
$135K -$128K -199 -46%
RCM
4968
Richardson Capital Management
Wisconsin
$134K +$21.1K +33 +16%
SC
4969
Swan Capital
Florida
$134K – – –
CFG
4970
Clayton Financial Group
Missouri
$132K – – –
CCMI
4971
Creative Capital Management Investments
California
$132K -$3.85K -6 -3%
AP
4972
Aspect Partners
Virginia
$130K +$7.05K +11 +5%
PCR
4973
Potrero Capital Research
California
$125K – – –
WSA
4974
Wealth Science Advisors
Georgia
$124K +$120K +188 New
TBFA
4975
Three Bearings Fiduciary Advisors
New Hampshire
$121K – – –
197 198
199
200 201