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Name Holding Trade Value Shares
Change 		Change in
Stake
TCFP
5726
Treasure Coast Financial Planning
Florida
$236K – – –
MWM
5727
Meritas Wealth Management
California
$236K – – –
RPA
5728
Redwood Park Advisors
California
$235K +$116K +623 +98%
BIM
5729
Breakwater Investment Management
Washington
$234K -$9.87K -53 -4%
BFS
5730
Beacon Financial Strategies
North Carolina
$233K – – –
IPW
5731
Inlet Private Wealth
Florida
$233K – – –
TWM
5732
Tumwater Wealth Management
Idaho
$232K -$29.8K -160 -11%
HWA
5733
HighRoad Wealth Advisors
Oregon
$231K +$231K +1,239 New
BWAM
5734
Blue Water Asset Management
Michigan
$230K +$230K +1,234 New
FAM
5735
Forte Asset Management
New York
$230K +$9.31K +50 +4%
AWMI
5736
Aegis Wealth Management (Iowa)
Iowa
$229K +$229K +1,228 New
DWM
5737
Dopkins Wealth Management
New York
$228K -$550K -2,957 -71%
SCS
5738
Southern Capital Services
Alabama
$228K +$228K +1,224 New
HC
5739
Hoese & Co
Minnesota
$228K +$140K +750 +160%
PFM
5740
Patton Fund Management
Texas
$227K -$126K -676 -36%
AC
5741
Applied Capital
Arkansas
$227K +$227K +1,217 New
EU
5742
Emory University
Georgia
$225K -$10.2K -55 -4%
TWA
5743
Trace Wealth Advisors
California
$224K -$24.6K -132 -10%
FWM
5744
Forza Wealth Management
Florida
$224K – – –
BA
5745
Blueline Advisors
New Hampshire
$224K +$223K +1,200 New
HA
5746
Hyposwiss Advisors
$224K +$223K +1,200 New
PFS
5747
Paller Financial Services
Colorado
$224K +$223K +1,200 New
BCM
5748
Basso Capital Management
Connecticut
$223K +$149K +798 +200%
MWP
5749
Moller Wealth Partners
$223K – – –
LAM
5750
Lakewood Asset Management
Illinois
$221K -$931 -5 -0.4%
228 229
230
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