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Name Holding Trade Value Shares
Change 		Change in
Stake
KFA
3751
Kelleher Financial Advisors
New York
$3.08M -$318K -1,710 -9%
WWM
3752
Walser Wealth Management
Florida
$3.08M +$3.07M +16,489 New
SHFG
3753
S Harris Financial Group
Texas
$3.07M +$3.07M +16,480 New
CG
3754
Corundum Group
Colorado
$3.07M +$15.4K +83 +0.5%
CPM
3755
Connective Portfolio Management
New York
$3.07M +$931K +5,000 +44%
FP
3756
Fiduciary Planning
Florida
$3.07M -$33.9K -182 -1%
LWA
3757
Lantern Wealth Advisors
New York
$3.07M +$332K +1,782 +12%
ACM
3758
Aster Capital Management
United Arab Emirates
$3.06M +$2.89M +15,517 +1,757%
ITG
3759
Index Technologies Group
New York
$3.05M +$3.05M +16,364 New
PAP
3760
Persistent Asset Partners
Hong Kong
$3.05M +$880K +4,728 +41%
RPCA
3761
Running Point Capital Advisors
California
$3.04M -$9.12K -49 -0.3%
CC
3762
Cornerstone Capital
California
$3.04M -$80.2K -431 -3%
RPGNY
3763
Retirement Planning Group (New York)
New York
$3.04M -$11.5K -62 -0.4%
RHJA
3764
Rice Hall James & Associates
California
$3.04M -$39.1K -210 -1%
SPW
3765
Surience Private Wealth
Washington
$3.03M -$1.26M -6,795 -29%
CM
3766
Corvex Management
New York
$3.03M – – –
MC
3767
Martin & Co
Tennessee
$3.03M -$437K -2,346 -13%
FI
3768
Fosun International
China
$3.03M +$614K +3,300 +26%
MFG
3769
MidWestOne Financial Group
Iowa
$3.03M +$654K +3,513 +28%
MSFP
3770
Mark Sheptoff Financial Planning
Connecticut
$3.03M -$104K -560 -3%
YWS
3771
Yarger Wealth Strategies
Ohio
$3.02M +$91K +489 +3%
WA
3772
WPG Advisers
Maryland
$3.02M +$171K +919 +6%
HPBT
3773
Hickory Point Bank & Trust
Illinois
$3.02M -$44.1K -237 -1%
SIS
3774
Strategic Investment Solutions
Illinois
$3.02M -$697K -3,742 -19%
TM
3775
Taproot Management
New York
$3.02M +$3.01M +16,194 New
149 150
151
152 153