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Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
3476
JFG Wealth Management
Colorado
$1.34M +$445K +3,767 +52%
RWM
3477
Raffa Wealth Management
District of Columbia
$1.34M -$74.1K -627 -5%
HGA
3478
Hobbs Group Advisors
South Carolina
$1.34M +$107K +902 +9%
MFG
3479
Monte Financial Group
Connecticut
$1.34M -$66.1K -560 -5%
OIM
3480
Oder Investment Management
California
$1.34M +$35.4K +300 +3%
RF
3481
RHS Financial
California
$1.34M -$32.7K -277 -2%
W
3482
WPWealth
Texas
$1.33M +$231K +1,957 +22%
CCA
3483
Cora Capital Advisors
New Jersey
$1.33M +$52.9K +448 +4%
LP
3484
LGL Partners
Pennsylvania
$1.33M +$58.7K +497 +5%
BWG
3485
Berry Wealth Group
Texas
$1.33M +$11K +93 +0.9%
RC
3486
Rovin Capital
Arizona
$1.33M +$673K +5,695 +108%
EA
3487
Echo45 Advisors
California
$1.33M -$90.2K -764 -7%
TFO
3488
Tarbox Family Office
California
$1.33M -$1.18K -10 -0.1%
BFP
3489
Beacon Financial Planning
Massachusetts
$1.32M +$45K +381 +4%
MSRI
3490
Michael S. Ryan Inc
New York
$1.32M – – –
ANHIM
3491
Alan N. Hoffman Investment Management
Massachusetts
$1.31M – – –
BWP
3492
Bernardo Wealth Planning
Pennsylvania
$1.31M +$186K +1,573 +20%
FCM
3493
Family Capital Management
Michigan
$1.31M +$52.7K +446 +4%
WF
3494
WoodTrust Financial
Wisconsin
$1.31M -$120K -1,017 -9%
LOIP
3495
Live Oak Investment Partners
Texas
$1.31M – – –
TCOO
3496
Trust Company of Oklahoma
Oklahoma
$1.31M -$167K -1,414 -12%
IW
3497
Instrumental Wealth
Florida
$1.31M +$59.8K +506 +6%
DA
3498
DCM Advisors
New York
$1.31M -$348K -2,946 -22%
WTFG
3499
Wells Trecaso Financial Group
Ohio
$1.3M +$49.5K +419 +4%
BHA
3500
Beech Hill Advisors
New York
$1.3M +$1.04M +8,785 +451%
138 139
140
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