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Name Holding Trade Value Shares
Change 		Change in
Stake
JPT
5476
Jordan Park Trust
New Hampshire
$425K -$3.67K -9 -0.8%
FRM
5477
Fox Run Management
Connecticut
$423K -$535K -1,311 -54%
OAM
5478
Oxford Asset Management
United Kingdom
$420K +$456K +1,119 New
LWMI
5479
Legacy Wealth Management (Idaho)
Idaho
$420K -$7.75K -19 -2%
CWP
5480
Corepath Wealth Partners
Arizona
$419K -$9.38K -23 -2%
WI
5481
WJ Interests
Texas
$419K +$48.1K +118 +12%
GCM
5482
Graver Capital Management
Ohio
$417K -$2.45K -6 -0.5%
TWP
5483
Total Wealth Planning
Ohio
$416K -$19.2K -47 -4%
SWM
5484
SpringVest Wealth Management
Texas
$415K -$170K -418 -27%
SWP
5485
Significant Wealth Partners
Illinois
$413K +$32.2K +79 +8%
MFG
5486
Mendota Financial Group
Wisconsin
$413K -$205K -503 -31%
FWS
5487
FinDec Wealth Services
California
$412K -$300K -736 -40%
KIC
5488
Keating Investment Counselors
Florida
$411K -$69.3K -170 -13%
RFP
5489
Roth Financial Partners
Texas
$411K – – –
MFGP
5490
Marshall Financial Group (Pennsylvania)
Pennsylvania
$410K -$102K -250 -19%
IAMH
5491
IvyRock Asset Management (HK)
Hong Kong
$409K – – –
FAC
5492
Financial Advisory Corporation
Michigan
$407K – – –
SA
5493
Sunesis Advisors
Kansas
$406K – – –
SC
5494
Steph & Co
Wisconsin
$405K +$25.7K +63 +6%
MFG
5495
Marmo Financial Group
Tennessee
$405K -$5.71K -14 -1%
BBL
5496
Beck Bode LLC
Massachusetts
$401K -$510K -1,252 -54%
BRIA
5497
Balanced Rock Investment Advisors
Massachusetts
$401K +$7.34K +18 +2%
IHWM
5498
Iron Horse Wealth Management
Iowa
$397K -$94.2K -231 -18%
HP
5499
Highlander Partners
Texas
$394K – – –
AT
5500
Avenir Tech
Hong Kong
$394K +$428K +1,050 New
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