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Name Holding Trade Value Shares
Change 		Change in
Stake
VARA
4776
Value Aligned Research Advisors
New Jersey
$911K +$466K +1,090 +122%
MWA
4777
Martel Wealth Advisors
Washington
$910K -$48.7K -114 -5%
MI
4778
Motiv8 Investments
Florida
$907K +$65K +152 +8%
AWM
4779
Able Wealth Management
New Jersey
$907K -$8.55K -20 -0.9%
FS
4780
Financial Symmetry
North Carolina
$906K +$78.7K +184 +10%
DC
4781
Darrow Company
Massachusetts
$902K – – –
CFS
4782
CGC Financial Services
Oregon
$898K -$136K -317 -13%
MAP
4783
Moody Aldrich Partners
Massachusetts
$898K -$385K -900 -30%
TWM
4784
TSA Wealth Management
Texas
$897K +$103K +242 +13%
AWM
4785
Altus Wealth Management
Kentucky
$896K -$159K -371 -15%
VEA
4786
Virtus ETF Advisers
New York
$896K -$6.84K -16 -0.8%
T
4787
Tidemark
California
$895K +$41.5K +97 +5%
SFMG
4788
Sage Financial Management Group
Virginia
$891K +$885K +2,071 New
EWA
4789
Emergent Wealth Advisors
New York
$891K +$90.2K +211 +11%
MCM
4790
MontVue Capital Management
Virginia
$891K -$26.1K -61 -3%
ACM
4791
Ardent Capital Management
Ohio
$889K -$2.56K -6 -0.3%
BFA
4792
Bluestem Financial Advisors
Illinois
$889K +$371K +868 +72%
BP
4793
BWM Planning
Texas
$888K +$882K +2,064 New
GCM
4794
Galibier Capital Management
Ontario, Canada
$886K – – –
WWP
4795
Waypoint Wealth Partners
California
$884K -$156K -366 -15%
BCM
4796
Basso Capital Management
Connecticut
$883K -$188K -439 -18%
BHWA
4797
Beacon Harbor Wealth Advisors
Virginia
$883K +$82.1K +192 +10%
HCRE
4798
Hoya Capital Real Estate
Connecticut
$880K – – –
KHC
4799
Koesten Hirschmann & Crabtree
Kansas
$877K -$83.4K -195 -9%
ACM
4800
Alamar Capital Management
California
$876K – – –
190 191
192
193 194