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Name Holding Trade Value Shares
Change 		Change in
Stake
CFGSD
5726
Compass Financial Group (South Dakota)
South Dakota
$283K – – –
WWP
5727
Wise Wealth Partners
Arizona
$278K +$281K +660 New
FIA
5728
FNY Investment Advisers
New York
$278K -$1.16M -2,725 -81%
DFCM
5729
Dark Forest Capital Management
Puerto Rico
$277K -$6.67M -15,650 -96%
S
5730
ShariaPortfolio
Florida
$275K +$13.2K +31 +5%
PWM
5731
Pacific Wealth Management
California
$275K -$55.4K -130 -17%
AFO
5732
Aurelius Family Office
New Hampshire
$275K +$278K +652 New
RCG
5733
Ruane, Cunniff & Goldfarb
New York
$274K – – –
AI
5734
Arrien Investments
Idaho
$273K +$8.52K +20 +3%
BFA
5735
Brown Financial Advisory
Alabama
$273K +$276K +648 New
EF
5736
Elite Financial
Idaho
$270K +$273K +641 New
EFP
5737
Envision Financial Planning
Tennessee
$269K +$272K +639 New
LBA
5738
Letko, Brosseau & Associates
Quebec, Canada
$269K – – –
OF
5739
Outfitter Financial
Maine
$268K -$4.26K -10 -2%
AAS
5740
Asset Allocation Strategies
Michigan
$267K -$22.1K -52 -7%
EG
5741
Ellerson Group
Maryland
$266K -$12.8K -30 -5%
CF
5742
Conquis Financial
California
$266K +$268K +630 New
TWD
5743
True Wealth Design
Ohio
$265K +$34.5K +81 +15%
OFG
5744
OmniStar Financial Group
North Carolina
$264K +$69K +162 +35%
VF
5745
Vestment Financial
Minnesota
$264K +$265K +621 New
LIA
5746
Luken Investment Analytics
Tennessee
$259K +$85.2K +200 +48%
HF
5747
Holcombe Financial
Georgia
$259K +$262K +614 New
GFA
5748
Grunden Financial Advisory
Texas
$257K +$259K +609 New
CM
5749
Cornerstone Management
Georgia
$256K -$7.24K -17 -3%
HWP
5750
Hibernia Wealth Partners
Louisiana
$256K -$1.26M -2,949 -83%
228 229
230
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