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Name Holding Trade Value Shares
Change 		Change in
Stake
EL
4651
Envoi LLC
Minnesota
$371K -$74.3K -225 -16%
XC
4652
XY Capital
Hong Kong
$371K +$388K +1,175 New
AIA
4653
Acute Investment Advisory
Arizona
$361K +$42.6K +129 +13%
OFP
4654
OLIO Financial Planning
Virginia
$357K +$330 +1 +0.1%
WC
4655
Weil Company
California
$356K +$13.2K +40 +4%
RFP
4656
Root Financial Partners
California
$356K -$148K -447 -28%
SC
4657
Schubert & Co
Texas
$356K +$37K +112 +11%
TCFP
4658
Treasure Coast Financial Planning
Florida
$356K – – –
CCA
4659
Cadent Capital Advisors
Oklahoma
$353K -$338K -1,024 -48%
LHEI
4660
Leo H. Evart Inc
California
$353K -$173K -525 -32%
S
4661
ShariaPortfolio
Florida
$352K +$368K +1,115 New
OF
4662
Outfitter Financial
Maine
$350K -$8.26K -25 -2%
TC
4663
TAGStone Capital
North Carolina
$345K +$330 +1 +0.1%
IAMH
4664
IvyRock Asset Management (HK)
Hong Kong
$344K +$99.1K +300 +38%
EG
4665
Ellerson Group
Maryland
$343K +$359K +1,086 New
HWM
4666
Horizons Wealth Management
North Carolina
$342K – – –
WFPG
4667
Waller Financial Planning Group
Ohio
$337K -$9.58K -29 -3%
SPIA
4668
Strategic Point Investment Advisors
Rhode Island
$337K +$59.5K +180 +20%
MWM
4669
Magnolia Wealth Management
Alabama
$336K +$29.1K +88 +9%
BP
4670
BCK Partners
New York
$336K +$33K +100 +10%
VFIC
4671
Valley Forge Investment Consultants
Pennsylvania
$333K +$190K +574 +120%
RA
4672
Rise Advisors
New York
$332K -$638K -1,930 -65%
CCM
4673
Cutler Capital Management
Massachusetts
$332K +$330 +1 +0.1%
SC
4674
Saybrook Capital
North Carolina
$332K – – –
IFA
4675
Interactive Financial Advisors
Illinois
$332K – – –
185 186
187
188 189