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Name Holding Trade Value Shares
Change 		Change in
Stake
GG
5276
Gleason Group
Kentucky
$81.7K -$4.7K -11 -5%
WFA
5277
Wells Financial Advisors
Massachusetts
$73.2K – – –
MCM
5278
MidAtlantic Capital Management
Virginia
$62K -$1.71K -4 -3%
MG
5279
MilWealth Group
Wisconsin
$60.2K – – –
LFA
5280
Legend Financial Advisors
Pennsylvania
$59.4K -$107K -251 -65%
4FG
5281
4Thought Financial Group
New York
$55.1K – – –
QL
5282
Quarry LP
New York
$50.8K +$7.69K +18 +18%
DFC
5283
DB Fitzpatrick & Co
Idaho
$49.9K +$855 +2 +2%
LPC
5284
Lion Point Capital
New York
$43K – – –
CJH
5285
Christopher J. Hasenberg
Wisconsin
$39.4K +$10.7K +25 +36%
SWP
5286
SIMA Wealth Partners
Virginia
$34.5K -$5.13K -12 -13%
IA
5287
IFS Advisors
Kansas
$28.3K – – –
AWA
5288
Authentikos Wealth Advisory
California
$26.2K +$26.1K +61 New
AWM
5289
Avondale Wealth Management
Texas
$19.4K -$9.83K -23 -34%
AFWM
5290
Abich Financial Wealth Management
Virginia
$19.3K -$655K -1,533 -97%
LIM
5291
Longfellow Investment Management
Massachusetts
$16.8K – – –
RCM
5292
Richardson Capital Management
Wisconsin
$8.77K – – –
BCH
5293
Berkshire Capital Holdings
California
$4.3K -$11.6M -27,140 -100%
TC
5294
Tairen Capital
Hong Kong
– -$482M -1,079,109 Closed
SW
5295
SVB Wealth
Massachusetts
– -$158M -352,540 Closed
TCIM
5296
TOMS Capital Investment Management
New York
– -$98.8M -221,000 Closed
SC
5297
Styrax Capital
New York
– -$94.1M -210,543 Closed
TC
5298
Torno Capital
Massachusetts
– -$89.4M -200,000 Closed
SP
5299
SurgoCap Partners
New York
– -$87.3M -195,434 Closed
CCM
5300
CloudAlpha Capital Management
Hong Kong
– -$78.2M -175,000 Closed
210 211
212
213 214