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Name Holding Trade Value Shares
Change 		Change in
Stake
FOR
4651
Family Office Research
Maryland
$1.29M +$932K +5,006 +269%
ICA
4652
Infrastructure Capital Advisors
New York
$1.29M +$1.29M +6,929 New
EIP
4653
Essential Investment Partners
Colorado
$1.29M +$1.29M +6,920 New
NWS
4654
Nvest Wealth Strategies
Ohio
$1.29M +$1.29M +6,919 New
LW
4655
Lauer Wealth
Indiana
$1.29M +$494K +2,653 +61%
SIM
4656
Spark Investment Management
New York
$1.29M -$316K -1,700 -20%
MPW
4657
MASECO Private Wealth
$1.28M -$80.8K -434 -6%
CCAL
4658
City Center Advisors LLC
Michigan
$1.28M +$71.5K +384 +6%
FS
4659
Financial Symmetry
North Carolina
$1.28M +$4.09K +22 +0.3%
DSA
4660
Droms Strauss Advisors
Missouri
$1.28M +$209K +1,125 +20%
SRWM
4661
Shira Ridge Wealth Management
California
$1.27M -$25.5K -137 -2%
ICMM
4662
Integrated Capital Management (Michigan)
Michigan
$1.27M +$12.3K +66 +1%
CJ
4663
Caitlin John
Michigan
$1.27M -$912K -4,900 -42%
CIM
4664
Catalyst Investment Management
New Hampshire
$1.27M +$1.27M +6,817 New
RWM
4665
Refined Wealth Management
Utah
$1.27M +$358K +1,925 +39%
PCMF
4666
Private Capital Management (Florida)
Florida
$1.27M -$2.98K -16 -0.2%
GT
4667
GreatBanc Trust
Illinois
$1.27M – – –
LTL
4668
Lowery Thomas LLC
California
$1.27M +$25.7K +138 +2%
BCM
4669
Birch Capital Management
Texas
$1.27M -$49K -263 -4%
PPWM
4670
Perissos Private Wealth Management
Oklahoma
$1.27M -$24.6K -132 -2%
AWM
4671
Able Wealth Management
New Jersey
$1.26M +$309K +1,662 +31%
WWA
4672
Wealth Watch Advisors
Colorado
$1.26M +$311K +1,671 +33%
MWS
4673
MFA Wealth Services
California
$1.26M -$4.84K -26 -0.4%
AWA
4674
Acumen Wealth Advisors
Tennessee
$1.26M +$1.26M +6,749 New
CCM
4675
Cohen Capital Management
California
$1.26M – – –
185 186
187
188 189