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Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
5126
Ruedi Wealth Management
Illinois
$120K – – –
CPA
5127
Compass Planning Associates
Massachusetts
$120K +$123K +890 New
GCM
5128
Glynn Capital Management
California
$118K -$13.8K -100 -10%
XC
5129
XY Capital
Hong Kong
$117K +$120K +870 New
FAI
5130
Fiduciary Advisors Inc
Missouri
$115K +$118K +857 New
CTC
5131
Cetera Trust Company
Minnesota
$110K – – –
EFMH
5132
E Fund Management (HK)
Hong Kong
$108K -$202K -1,464 -65%
PFSC
5133
Peoples Financial Services Corp
Pennsylvania
$105K -$2.34K -17 -2%
BG
5134
Bellevue Group
Switzerland
$101K +$4.82K +35 +5%
CFS
5135
Compass Financial Services
Iowa
$98.7K +$101K +735 New
VIM
5136
VELA Investment Management
Ohio
$98.4K +$11K +80 +12%
VWWMG
5137
Vermillion & White Wealth Management Group
Pennsylvania
$95.8K – – –
PBK
5138
Peoples Bank (Kansas)
Kansas
$92.7K – – –
PWA
5139
Principia Wealth Advisory
Texas
$89K +$91.4K +663 New
GIS
5140
Grayhawk Investment Strategies
Alberta, Canada
$85.9K – – –
HFS
5141
HBC Financial Services
Washington
$85K +$8.96K +65 +11%
CWA
5142
Carolina Wealth Advisors
South Carolina
$81.9K -$77.2K -560 -48%
BC
5143
Bayforest Capital
United Kingdom
$74.3K +$76.2K +553 New
RTL
5144
Red Tortoise LLC
Georgia
$73.7K +$2.62K +19 +4%
RPA
5145
Redwood Park Advisors
California
$71.8K +$73.7K +535 New
PS
5146
PayPay Securities
Japan
$71.2K -$22.7K -165 -24%
DWA
5147
Delos Wealth Advisors
Texas
$66.2K +$39K +283 +135%
LG
5148
LAM Group
Oregon
$59.1K – – –
CIAM
5149
Caitong International Asset Management
Hong Kong
$58.5K +$60.1K +436 New
GG
5150
Gleason Group
Kentucky
$57.5K +$20.4K +148 +53%
204 205
206
207 208