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Name Holding Trade Value Shares
Change 		Change in
Stake
BCG
2976
BayBridge Capital Group
California
$300K -$11.3K -100 -4%
FW
2977
FullCircle Wealth
Texas
$300K -$128K -1,130 -31%
PAM
2978
Pegasus Asset Management
New York
$299K +$252K +2,230 New
GWM
2979
Gitterman Wealth Management
New Jersey
$299K +$252K +2,230 New
HP
2980
Holistic Planning
Texas
$297K -$13.6K -120 -5%
KF
2981
KKM Financial
Illinois
$297K – – –
SFS
2982
Strategic Financial Services
New York
$297K – – –
VBFG
2983
Vishria Bird Financial Group
Tennessee
$297K – – –
PWA
2984
Physician Wealth Advisors
Utah
$297K +$24.9K +220 +11%
RIS
2985
Retirement Income Solutions
Michigan
$296K – – –
GPA
2986
Garrison Point Advisors
California
$295K -$22.6K -200 -8%
MS
2987
Mizuho Securities
Japan
$295K -$11.3K -100 -4%
SA
2988
Shilanski & Associates
Alaska
$295K – – –
FWM
2989
Foguth Wealth Management
Michigan
$295K +$5.65K +50 +2%
AIS
2990
AM Investment Strategies
Tennessee
$294K +$5.65K +50 +2%
WAOI
2991
Wealth Advisors of Iowa
Iowa
$293K +$248K +2,190 New
FFO
2992
Fortitude Family Office
Arizona
$293K +$28.3K +250 +13%
AF
2993
AGP Franklin
Tennessee
$292K – – –
GRA
2994
Golden Road Advisors
Florida
$292K +$246K +2,180 New
SDWIA
2995
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$292K +$246K +2,180 New
SPW
2996
Sonoma Private Wealth
California
$292K +$246K +2,180 New
TFO
2997
Tarbox Family Office
California
$292K +$246K +2,180 New
APC
2998
Aspire Private Capital
North Carolina
$290K +$244K +2,160 New
DP
2999
Divergent Planning
Maryland
$290K -$18.1K -160 -7%
BFA
3000
Bright Financial Advisors
Michigan
$288K – – –
118 119
120
121 122