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Name Holding Trade Value Shares
Change 		Change in
Stake
IC
5326
Iconiq Capital
California
$915K -$59.4M -146,869 -98%
MSA
5327
Marathon Strategic Advisors
Pennsylvania
$914K -$3.24K -8 -0.3%
GOCP
5328
Great Oak Capital Partners
Massachusetts
$913K -$9.71K -24 -1%
QP
5329
Quartz Partners
New York
$913K +$91.8K +227 +10%
SIC
5330
Schwartz Investment Counsel
Michigan
$912K – – –
OGF
5331
Orin Green Financial
California
$911K – – –
AWM
5332
Allen Wealth Management
North Carolina
$909K +$157K +389 +19%
RWS
5333
Retirement Wealth Solutions
Wisconsin
$909K -$13.4K -33 -1%
WT
5334
WHI Trust
Illinois
$909K – – –
CJ
5335
Caitlin John
Michigan
$906K -$515K -1,273 -34%
DC
5336
Darrow Company
Massachusetts
$906K +$19.4K +48 +2%
SS
5337
Sound Stewardship
Kansas
$904K +$180K +445 +22%
SM
5338
Sensible Money
Arizona
$902K -$53.8K -133 -5%
APW
5339
Axim Planning & Wealth
Ohio
$902K -$32K -79 -3%
HS
5340
HighVista Strategies
Massachusetts
$900K -$1.64M -4,044 -63%
ADMI
5341
Albert D. Mason Inc
Massachusetts
$899K +$508K +1,255 +109%
WFP
5342
Wrenne Financial Planning
Kentucky
$899K +$59.1K +146 +6%
HCM
5343
Horrell Capital Management
Arkansas
$897K +$92.7K +229 +11%
TWD
5344
True Wealth Design
Ohio
$897K +$194K +480 +25%
HWM
5345
HBE Wealth Management
Nebraska
$895K +$69.6K +172 +8%
NWMP
5346
Noble Wealth Management PBC
Colorado
$893K +$19K +47 +2%
W
5347
WorthPointe
California
$892K -$7.28K -18 -0.7%
TWM
5348
Tumwater Wealth Management
Idaho
$891K – – –
Q1WB
5349
Quest 10 Wealth Builders
Virginia
$888K +$10.1K +25 +1%
HP
5350
Haven Private
Florida
$887K -$532K -1,315 -36%
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