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Name Holding Trade Value Shares
Change 		Change in
Stake
AW
3051
Avion Wealth
Texas
$154K +$3.7K +42 +2%
RPA
3052
Redwood Park Advisors
California
$150K +$8.81K +100 +5%
FW
3053
Fairway Wealth
Ohio
$149K – – –
VL
3054
Vima LLC
Michigan
$148K +$182K +2,070 New
HCMG
3055
Howard Capital Management Group
California
$144K -$34.1K -387 -16%
GWS
3056
Greykasell Wealth Strategies
California
$144K – – –
PB
3057
Pinnacle Bancorp
Nebraska
$142K +$16.2K +184 +10%
MCA
3058
McGuire Capital Advisors
Oklahoma
$142K -$2.91K -33 -2%
CJ
3059
Caitlin John
Michigan
$140K +$64.2K +729 +59%
GWP
3060
Gen-Wealth Partners
Michigan
$139K -$13.8K -157 -7%
APFP
3061
Action Point Financial Planning
Michigan
$139K +$171K +1,938 New
GJIA
3062
Glass Jacobson Investment Advisors
Maryland
$137K +$2.2K +25 +1%
FNWA
3063
Financial Network Wealth Advisors
Utah
$135K -$5.72K -65 -3%
CA
3064
Centerpoint Advisors
Massachusetts
$134K – – –
RDFA
3065
Ritter Daniher Financial Advisory
Ohio
$134K – – –
PWM
3066
Peterson Wealth Management
Nevada
$134K +$71.2K +808 +76%
SIM
3067
Synergy Investment Management
Florida
$133K +$13.3K +151 +9%
S
3068
Sachetta
Massachusetts
$133K +$5.9K +67 +4%
HHCP
3069
Hilton Head Capital Partners
South Carolina
$131K -$4.4K -50 -3%
VIS
3070
Vega Investment Solutions
France
$131K -$24.7K -280 -13%
CFS
3071
CGC Financial Services
Oregon
$126K – – –
P
3072
Palladiem
Pennsylvania
$126K -$48.4K -550 -24%
SR
3073
Syntax Research
Florida
$125K – – –
RWM
3074
Rialto Wealth Management
New York
$121K +$3.61K +41 +2%
HFS
3075
Hughes Financial Services
Virginia
$120K +$12.9K +146 +9%
121 122
123
124 125