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Name Holding Trade Value Shares
Change 		Change in
Stake
PMFA
2551
Plante Moran Financial Advisors
Michigan
$130K -$12K -180 -9%
RDFA
2552
Ritter Daniher Financial Advisory
Ohio
$127K – – –
SR
2553
Syntax Research
Florida
$124K – – –
LB
2554
Legacy Bridge
Iowa
$123K +$2.01K +30 +2%
MWA
2555
MFA Wealth Advisors
Pennsylvania
$121K -$2.93M -43,880 -96%
PS
2556
Planned Solutions
California
$121K +$114K +1,710 New
HDIM
2557
Hanson & Doremus Investment Management
Vermont
$121K -$9.36K -140 -8%
RWM
2558
Reston Wealth Management
Virginia
$117K +$110K +1,650 New
NECFA
2559
New England Capital Financial Advisors
Connecticut
$114K – – –
AFS
2560
Annapolis Financial Services
Maryland
$112K -$669 -10 -0.6%
NIMI
2561
Natixis Investment Managers International
France
$111K – – –
FA
2562
Financial Avengers
California
$110K +$10K +150 +11%
POIA
2563
Pin Oak Investment Advisors
Texas
$109K – – –
BL
2564
BFSG LLC
California
$107K – – –
PP
2565
Pingora Partners
Wyoming
$106K -$10K -150 -9%
LG
2566
LAM Group
Oregon
$106K – – –
JWM
2567
Jupiter Wealth Management
Colorado
$106K +$100K +1,500 New
CTWM
2568
Cherry Tree Wealth Management
Minnesota
$104K – – –
BC
2569
BIT Capital
Germany
$103K +$97K +1,450 New
MSWM
2570
Mowery & Schoenfeld Wealth Management
Illinois
$103K +$97K +1,450 New
GFPC
2571
Global Financial Private Client
Florida
$101K +$76.2K +1,140 +393%
OC
2572
Oakworth Capital
Alabama
$97.2K +$10.7K +160 +13%
W
2573
WealthCollab
Washington
$96.5K – – –
CPG
2574
Cornerstone Planning Group
New Jersey
$94.9K +$4.68K +70 +6%
PPA
2575
Painted Porch Advisors
California
$94.3K -$70.2K -1,050 -44%
101 102
103
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