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Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
5501
Adapt Wealth Advisors
Georgia
$391K -$40K -98 -9%
RPA
5502
Redwood Park Advisors
California
$390K -$35.5K -87 -8%
SJGA
5503
Stephen J. Garry & Associates
New York
$389K – – –
HFA
5504
Highland Financial Advisors
New Jersey
$388K -$89.7K -220 -18%
GC
5505
GatePass Capital
Ohio
$387K +$16.3K +40 +4%
FFW
5506
Fusion Family Wealth
New York
$387K – – –
MC
5507
McCarthy & Cox
Ohio
$387K -$40.4K -99 -9%
KFG
5508
Kropog Financial Group
Louisiana
$387K -$6.12K -15 -1%
CPC
5509
CFC Planning Company
Indiana
$386K +$41.2K +101 +11%
WS
5510
Wela Strategies
Georgia
$386K +$419K +1,028 New
BIS
5511
BG Investment Services
Guam
$386K +$97.4K +239 +30%
FWM
5512
FSR Wealth Management
Illinois
$384K -$261K -640 -39%
VF
5513
Vista Finance
Missouri
$382K +$408 +1 +0.1%
WLG
5514
Williamson Legacy Group
Indiana
$381K -$1.18M -2,886 -74%
SC
5515
Swan Capital
Florida
$380K +$15.5K +38 +4%
HC
5516
Hurley Capital
New York
$378K +$50.6K +124 +14%
AA
5517
ArborFi Advisors
Michigan
$378K -$26.5K -65 -6%
HCA
5518
Hyperion Capital Advisors
New York
$378K – – –
SWA
5519
Safir Wealth Advisors
New Hampshire
$378K +$133K +326 +48%
BWM
5520
BCGM Wealth Management
Indiana
$377K +$11.8K +29 +3%
KAM
5521
Kraft Asset Management
Tennessee
$377K -$79.5K -195 -16%
BWA
5522
Bestgate Wealth Advisors
Maryland
$375K -$6.12K -15 -1%
BAM
5523
BOCHK Asset Management
Hong Kong
$375K -$9.46M -23,200 -96%
IFA
5524
Interactive Financial Advisors
Illinois
$375K – – –
MM
5525
Meridian Management
Arkansas
$374K -$621K -1,524 -60%
219 220
221
222 223