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Name Holding Trade Value Shares
Change 		Change in
Stake
TF
3801
TimeScale Financial
Massachusetts
$1.96M -$278K -887 -13%
KWA
3802
Kellett Wealth Advisors
Ohio
$1.95M +$17.2K +55 +1%
IAP
3803
Indie Asset Partners
Indiana
$1.95M -$7.52K -24 -0.4%
MFA
3804
Millington Financial Advisors
Illinois
$1.95M +$570K +1,820 +46%
EA
3805
Echo45 Advisors
California
$1.94M -$61.1K -195 -3%
GFG
3806
Goldstone Financial Group
Illinois
$1.94M +$1.25K +4 +0.1%
SWRP
3807
Summit Wealth & Retirement Planning
California
$1.94M -$606K -1,935 -25%
MCM
3808
Magnolia Capital Management
New York
$1.94M -$9.4K -30 -0.5%
IIM
3809
Ironwood Investment Management
Massachusetts
$1.93M -$73.3K -234 -4%
HCP
3810
Hexagon Capital Partners
Arkansas
$1.91M -$133K -423 -7%
AC
3811
ASB Consultores
Florida
$1.91M +$18.2K +58 +1%
KC
3812
Kades & Cheifetz
Pennsylvania
$1.9M -$2.19K -7 -0.1%
SGWM
3813
Sterling Group Wealth Management
California
$1.89M +$74.6K +238 +4%
SDAM
3814
Shulman DeMeo Asset Management
New York
$1.89M +$43.9K +140 +3%
CWM
3815
Comprehensive Wealth Management
Washington
$1.89M +$627 +2 +0%
WLIM
3816
White Lighthouse Investment Management
Massachusetts
$1.87M -$3.13K -10 -0.2%
DFCM
3817
Dark Forest Capital Management
Puerto Rico
$1.87M +$974K +3,108 +131%
RWMH
3818
Riverpoint Wealth Management Holdings
Illinois
$1.86M +$2.82K +9 +0.2%
EHAM
3819
Eagle Harbor Asset Management
Washington
$1.86M – – –
OCPWS
3820
One Charles Private Wealth Services
Massachusetts
$1.86M +$3.13K +10 +0.2%
VP
3821
Verum Partners
North Carolina
$1.86M +$456K +1,455 +36%
ADIM
3822
Alpha DNA Investment Management
Maryland
$1.85M -$334K -1,065 -16%
PCM
3823
Portolan Capital Management
Massachusetts
$1.84M -$765K -2,440 -31%
ONSWM
3824
Old North State Wealth Management
North Carolina
$1.84M -$315K -1,005 -16%
WGCA
3825
Wolf Group Capital Advisors
Virginia
$1.84M -$875K -2,792 -34%
151 152
153
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