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Name Holding Trade Value Shares
Change 		Change in
Stake
LWMI
2226
Legacy Wealth Management (Idaho)
Idaho
$5.04K +$5.06K +25 New
BFP
2227
Briaud Financial Planning
Texas
$5K +$5.06K +25 New
HI
2228
Human Investing
Oregon
$4.47K +$4.05K +20 New
WW
2229
Winnow Wealth
Texas
$4.32K +$5.06K +25 New
CFG
2230
Chapman Financial Group
Hawaii
$4.24K +$4.05K +20 New
PS
2231
PayPay Securities
Japan
$4.24K -$1.01K -5 -20%
ACM
2232
Anfield Capital Management
California
$4.24K – – –
HWA
2233
Heritage Wealth Advisors
Virginia
$4.24K – – –
SWM
2234
Sanctuary Wealth Management
Idaho
$4.24K – – –
DRP
2235
Decker Retirement Planning
Utah
$4.24K +$4.05K +20 New
CI
2236
Clal Insurance
Israel
$4K +$4.05K +20 New
BCM
2237
Blume Capital Management
California
$3.18K -$6.08K -30 -67%
GFPC
2238
Global Financial Private Client
Florida
$3.18K -$1.01K -5 -25%
GWSA
2239
Global Wealth Strategies & Associates
Colorado
$3.18K – – –
JFG
2240
JDM Financial Group
Texas
$3.18K – – –
NWM
2241
Navigoe Wealth Management
California
$3K +$3.04K +15 New
1IA
2242
1620 Investment Advisors
Massachusetts
$2.55K – – –
CCM
2243
Chilton Capital Management
Texas
$2.12K -$2.03K -10 -50%
BIM
2244
Breakwater Investment Management
Washington
$2.12K – – –
CAM
2245
Chesapeake Asset Management
New York
$2.12K – – –
CIR
2246
Clear Investment Research
Georgia
$2.12K – – –
HFS
2247
Horizon Financial Services
North Carolina
$2.12K – – –
RWM
2248
Ruedi Wealth Management
Illinois
$2.12K – – –
CPL
2249
Capital & Planning LLC
Georgia
$2.12K +$2.03K +10 New
CAIM
2250
Catherine Avery Investment Management
Florida
$2.12K +$2.03K +10 New
88 89
90
91 92