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Name Holding Trade Value Shares
Change 		Change in
Stake
SG
5876
Strid Group
Pennsylvania
$387K -$10.1K -25 -2%
HAFS
5877
Hapanowicz & Associates Financial Services
Pennsylvania
$386K -$26.3K -65 -6%
EWP
5878
Equity Wealth Partners
Missouri
$386K +$117K +289 +39%
PA
5879
Powerhouse Assets
Massachusetts
$385K -$32.4K -80 -7%
TR
5880
Tepp RIA
New Jersey
$385K -$20.6K -51 -5%
SPWM
5881
Straight Path Wealth Management
Michigan
$385K -$1.62K -4 -0.4%
FFW
5882
Fusion Family Wealth
New York
$385K – – –
HIW
5883
Holos Integrated Wealth
Pennsylvania
$385K -$42.9K -106 -10%
SF
5884
SWP Financial
California
$384K +$104K +258 +33%
MCM
5885
Massar Capital Management
Connecticut
$383K -$4.92M -12,155 -92%
TC
5886
Town Capital
Maryland
$383K -$43.3K -107 -9%
MCRM
5887
Midway Capital Research & Management
Illinois
$383K – – –
PFS
5888
Professional Financial Solutions
Virginia
$382K -$74.9K -185 -15%
CA
5889
Centennial Advisors
Texas
$382K +$20.6K +51 +5%
ASG
5890
Ariston Services Group
California
$381K +$413K +1,021 New
CFG
5891
Clayton Financial Group
Missouri
$381K -$238K -588 -37%
DAM
5892
Directional Asset Management
Illinois
$380K +$9.71K +24 +2%
MWP
5893
Moller Wealth Partners
$380K +$413K +1,020 New
1L
5894
10Elms LLP
Oklahoma
$380K +$81.3K +201 +25%
MAM
5895
McCarthy Asset Management
California
$380K +$412K +1,019 New
FFG
5896
Fortune Financial Group
Florida
$380K +$412K +1,019 New
TFS
5897
truNorth Financial Services
Pennsylvania
$379K +$78.9K +195 +24%
IIM
5898
Invariant Investment Management
Pennsylvania
$379K +$41.3K +102 +12%
KFG
5899
Kropog Financial Group
Louisiana
$378K +$41.7K +103 +11%
BLWM
5900
Bucket List Wealth Management
Florida
$378K +$73.2K +181 +22%
234 235
236
237 238