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Name Holding Trade Value Shares
Change 		Change in
Stake
BRIA
4976
Balanced Rock Investment Advisors
Massachusetts
$457K -$12.1K -30 -3%
TC
4977
TAGStone Capital
North Carolina
$455K +$4.86K +12 +1%
SFO
4978
Standard Family Office
South Dakota
$455K +$438K +1,081 New
WFA
4979
Websterrogers Financial Advisors
South Carolina
$454K -$423K -1,046 -49%
JWM
4980
JFG Wealth Management
Colorado
$452K +$128K +315 +42%
MFG
4981
Marmo Financial Group
Tennessee
$451K +$34.8K +86 +9%
VL
4982
Vima LLC
Michigan
$451K +$43.7K +108 +7%
TFP
4983
Traction Financial Partners
Wyoming
$450K – – –
SC
4984
Soundwatch Capital
Connecticut
$449K -$616K -1,522 -59%
ACM
4985
Absolute Capital Management
Pennsylvania
$449K +$432K +1,066 New
KWM
4986
Kanen Wealth Management
Florida
$447K +$417K +1,030 New
TFP
4987
Triune Financial Partners
Kansas
$447K -$5.67K -14 -1%
SVWG
4988
Shared Vision Wealth Group
United States
$444K -$19.8K -49 -4%
SC
4989
Swan Capital
Florida
$442K -$25.1K -62 -6%
EFG
4990
Ehrlich Financial Group
California
$441K -$9.31K -23 -2%
BOC
4991
Bull Oak Capital
California
$439K – – –
EA
4992
Ellsworth Advisors
Ohio
$439K +$191K +472 +83%
SJGA
4993
Stephen J. Garry & Associates
New York
$436K +$3.24K +8 +0.8%
PWP
4994
PrairieView Wealth Partners
Illinois
$436K -$30.4K -75 -7%
CPCM
4995
Cardinal Point Capital Management
Ontario, Canada
$436K +$22.7K +56 +6%
OFP
4996
OLIO Financial Planning
Virginia
$433K – – –
LODC
4997
Lanham O'Dell & Company
West Virginia
$432K -$160K -394 -28%
IFA
4998
Interactive Financial Advisors
Illinois
$432K -$28.8M -71,200 -99%
DSCM
4999
Del-Sette Capital Management
New York
$431K – – –
SA
5000
Sunesis Advisors
Kansas
$428K – – –
198 199
200
201 202