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Name Holding Trade Value Shares
Change 		Change in
Stake
CPG
3251
Cornerstone Planning Group
New Jersey
$195K +$33.1K +307 +15%
SIC
3252
SJS Investment Consulting
Ohio
$193K -$2.16K -20 -1%
MSWM
3253
Mowery & Schoenfeld Wealth Management
Illinois
$191K +$42K +390 +24%
CFG
3254
CKW Financial Group
Hawaii
$188K – – –
GWS
3255
Greykasell Wealth Strategies
California
$187K – – –
QA
3256
Quattro Advisors
Pennsylvania
$178K +$204K +1,893 New
RDFA
3257
Ritter Daniher Financial Advisory
Ohio
$175K +$1.08K +10 +0.5%
CA
3258
Centerpoint Advisors
Massachusetts
$175K +$108 +1 +0.1%
RF
3259
Roxbury Financial
New Jersey
$175K +$1.4K +13 +0.7%
AW
3260
Avion Wealth
Texas
$174K +$20.9K +194 +12%
OCM
3261
Osterweis Capital Management
California
$173K +$6.47K +60 +3%
CBT
3262
Crews Bank & Trust
Florida
$173K +$21.6K +200 +12%
HHCP
3263
Hilton Head Capital Partners
South Carolina
$173K +$198K +1,840 New
TM
3264
Torren Management
California
$172K +$198K +1,834 New
KAS
3265
Kemnay Advisory Services
New York
$170K +$195K +1,811 New
AT
3266
Avalon Trust
New Mexico
$169K -$7.55K -70 -4%
CFS
3267
CGC Financial Services
Oregon
$166K – – –
SR
3268
Syntax Research
Florida
$164K – – –
RPA
3269
Redwood Park Advisors
California
$163K +$108K +1,000 +135%
CJ
3270
Caitlin John
Michigan
$162K -$968K -8,983 -84%
MA
3271
Modus Advisors
Minnesota
$158K -$8.63K -80 -5%
HB
3272
Horizon Bancorp
Indiana
$157K +$1.19K +11 +0.7%
1NWS
3273
1 North Wealth Services
Maryland
$157K – – –
NECFA
3274
New England Capital Financial Advisors
Connecticut
$155K +$4.85K +45 +3%
SFG
3275
Strive Financial Group
Indiana
$151K +$174K +1,611 New
129 130
131
132 133