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Name Holding Trade Value Shares
Change 		Change in
Stake
FCG
3151
Financial Connections Group
California
$351K +$272K +8,200 +8,200%
UWM
3152
Udine Wealth Management
Florida
$350K +$275K +8,280 New
DC
3153
Diametric Capital
Massachusetts
$350K +$275K +8,270 New
OTL
3154
Oak Thistle LLC
New York
$349K +$274K +8,260 New
GWM
3155
Gray Wealth Management
Maine
$349K -$11K -330 -4%
BFP
3156
Beacon Financial Planning
Massachusetts
$348K – – –
FFA
3157
Fairfield Financial Advisors
Massachusetts
$348K +$3.65K +110 +1%
LIA
3158
LBMC Investment Advisors
Tennessee
$348K -$73K -2,200 -21%
TCM
3159
Tandem Capital Management
New Jersey
$347K -$16.6K -500 -6%
LRIA
3160
Leonard Rickey Investment Advisors
Washington
$346K +$271K +8,170 New
TC
3161
TAP Consulting
Missouri
$346K -$18.6K -560 -6%
HCA
3162
Heck Capital Advisors
Wisconsin
$345K -$162K -4,870 -37%
SAM
3163
Seelaus Asset Management
New Jersey
$345K -$1.66K -50 -0.6%
LNWTC
3164
Laird Norton Wetherby Trust Company
Washington
$344K – – –
TPW
3165
Tiller Private Wealth
Pennsylvania
$343K -$90K -2,710 -25%
SHFP
3166
Second Half Financial Partners
Florida
$343K +$270K +8,120 New
IW
3167
Imprint Wealth
South Carolina
$343K +$11K +330 +4%
PIA
3168
Pinion Investment Advisors
Kansas
$343K +$269K +8,100 New
OCG
3169
Opus Capital Group
Ohio
$342K -$152K -4,570 -36%
BTW
3170
Boston Trust Walden
Massachusetts
$340K -$80.3K -2,420 -23%
RFA
3171
RTD Financial Advisors
Pennsylvania
$339K +$266K +8,020 New
FWP
3172
Falcon Wealth Planning
California
$339K +$266K +8,020 New
APC
3173
Aspire Private Capital
North Carolina
$339K +$1.33K +40 +0.5%
DWMG
3174
DB Wealth Management Group
California
$338K – – –
JWM
3175
Jupiter Wealth Management
Colorado
$338K +$266K +8,000 New
125 126
127
128 129