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Name Holding Trade Value Shares
Change 		Change in
Stake
RFA
5276
RTD Financial Advisors
Pennsylvania
$832K -$117K -269 -14%
JAA
5277
Joel Adams & Associates
North Carolina
$831K -$16.5K -38 -2%
CC
5278
Capstone Capital
Nevada
$829K -$22.1K -51 -3%
WWM
5279
Woodside Wealth Management
Massachusetts
$828K – – –
HA
5280
HFG Advisors
Ohio
$825K -$6.51K -15 -0.9%
BWM
5281
Base Wealth Management
Florida
$824K -$16.1K -37 -2%
MA
5282
Maxele Advisors
Missouri
$820K +$58.2K +134 +9%
HPA
5283
High Probability Advisors
New York
$820K +$1.3K +3 +0.2%
CAM
5284
Cobblestone Asset Management
Virginia
$818K +$42.6K +98 +6%
SBF
5285
Sara-Bay Financial
Florida
$815K -$13.9K -32 -2%
TWA
5286
Trace Wealth Advisors
California
$815K -$391K -900 -35%
BWA
5287
BlueSky Wealth Advisors
North Carolina
$815K -$328K -755 -32%
PAM
5288
PVG Asset Management
Colorado
$814K +$141K +324 +25%
GWM
5289
GoalFusion Wealth Management
Texas
$813K -$22.6K -52 -3%
NAMA
5290
Nikko Asset Management Americas
New York
$812K -$16.2M -37,251 -96%
LWM
5291
Luminvest Wealth Management
Arizona
$811K +$434 +1 +0.1%
CPWM
5292
Cypress Point Wealth Management
Texas
$805K +$32.6K +75 +5%
MFN
5293
Midwest Financial Network
Illinois
$804K +$468K +1,078 +200%
MAS
5294
MPWM Advisory Solutions
Georgia
$803K -$155K -358 -18%
HHMI
5295
Howard Hughes Medical Institute
Maryland
$801K +$700K +1,611 New
KG
5296
Kilter Group
New York
$797K +$1.3K +3 +0.2%
DMKJ
5297
David M. Knott Jr
$796K – – –
CSIA
5298
Carl Stuart Investment Advisor
Texas
$794K +$434 +1 +0.1%
AWMNY
5299
Arcadia Wealth Management (New York)
New York
$794K – – –
ACM
5300
Alamar Capital Management
California
$794K – – –
210 211
212
213 214