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Name Holding Trade Value Shares
Change 		Change in
Stake
MHS
4751
M Holdings Securities
Oregon
$921K -$13.9M -32,991 -94%
GCM
4752
Galibier Capital Management
Ontario, Canada
$920K – – –
DFA
4753
DHK Financial Advisors
New Hampshire
$919K +$869K +2,057 New
GRA
4754
Golden Road Advisors
Florida
$918K +$54.5K +129 +7%
HCRE
4755
Hoya Capital Real Estate
Connecticut
$914K – – –
VPWA
4756
Vestia Personal Wealth Advisors
Indiana
$912K +$862K +2,041 New
SLT
4757
St Louis Trust
Missouri
$912K – – –
PIFP
4758
Partners in Financial Planning
Virginia
$910K +$9.71K +23 +1%
CCG
4759
Capital CS Group
California
$910K +$623K +1,476 +264%
ACM
4760
Alamar Capital Management
California
$910K +$860K +2,036 New
BFS
4761
Burrus Financial Services
Utah
$902K +$1.27K +3 +0.1%
LOAMU
4762
Lombard Odier Asset Management (USA)
New York
$894K -$422K -1,000 -33%
RWM
4763
Ruedi Wealth Management
Illinois
$890K +$35.5K +84 +4%
OGF
4764
Orin Green Financial
California
$887K +$838K +1,985 New
EC
4765
Eaton-Cambridge
Arizona
$886K -$2.53K -6 -0.3%
T
4766
Tidemark
California
$886K +$367K +868 +78%
FFWM
4767
Future Financial Wealth Management
Ohio
$886K -$391K -925 -32%
CPL
4768
Corecam Pte Ltd
$883K +$834K +1,975 New
BMMM
4769
Boston Mountain Money Management
Arkansas
$879K – – –
AFO
4770
Allie Family Office
Florida
$878K +$830K +1,965 New
MWA
4771
Merkkuri Wealth Advisors
New York
$878K +$829K +1,963 New
DFG
4772
Dupree Financial Group
Kentucky
$876K – – –
SAM
4773
Sequent Asset Management
Texas
$875K – – –
MI
4774
Motiv8 Investments
Florida
$875K -$14.8K -35 -2%
PWS
4775
Private Wealth Strategies
Ohio
$874K +$13.1K +31 +2%
189 190
191
192 193