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Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
5251
Synergy Investment Management
Florida
$683K +$2.85K +7 +0.4%
CCA
5252
Cypress Capital Advisors
Tennessee
$682K +$47.3K +116 +7%
NI
5253
NCP Inc
California
$681K -$2.52M -6,171 -77%
DW
5254
Dodds Wealth
Colorado
$679K -$4.89K -12 -0.7%
GCM
5255
Galibier Capital Management
Ontario, Canada
$679K -$102K -250 -12%
FFG
5256
Foundry Financial Group
New Hampshire
$676K +$70.5K +173 +11%
HPM
5257
Hudson Portfolio Management
New York
$676K +$506K +1,242 +223%
PWM
5258
Praetorian Wealth Management
California
$675K -$1.63K -4 -0.2%
VI
5259
VanderPol Investments
Michigan
$675K +$1.63K +4 +0.2%
EPP
5260
ETF Portfolio Partners
Kansas
$672K – – –
BI
5261
BFI Infinity
Switzerland
$671K -$3.91M -9,585 -84%
RWM
5262
Riverchase Wealth Management
Texas
$670K – – –
FI
5263
FIDELIS iM
Oregon
$670K +$1.22K +3 +0.2%
CFGF
5264
Compass Financial Group (Florida)
Florida
$670K – – –
GWA
5265
Gutierrez Wealth Advisory
Arkansas
$669K -$4.89K -12 -0.7%
CCM
5266
Cutler Capital Management
Massachusetts
$669K +$137K +335 +23%
RWM
5267
Rolek Wealth Management
Pennsylvania
$669K -$20.8K -51 -3%
WWA
5268
Wingate Wealth Advisors
Massachusetts
$669K -$239K -587 -25%
CCP
5269
Carmel Capital Partners
California
$668K -$10.2K -25 -1%
BWP
5270
BlueStem Wealth Partners
Minnesota
$667K -$7.75K -19 -1%
LP
5271
LGL Partners
Pennsylvania
$664K -$1.26M -3,095 -64%
FOR
5272
Family Office Research
Maryland
$661K +$64.4K +158 +10%
SWA
5273
ShankerValleau Wealth Advisors
Illinois
$660K – – –
E
5274
EntreWealth
Texas
$655K +$343K +841 +93%
KWM
5275
KMT Wealth Management
California
$655K +$346K +848 +95%
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211
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