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Name Holding Trade Value Shares
Change 		Change in
Stake
AC
5726
Applied Capital
Arkansas
$227K +$227K +1,217 New
EU
5727
Emory University
Georgia
$225K -$10.2K -55 -4%
TWA
5728
Trace Wealth Advisors
California
$224K -$24.6K -132 -10%
FWM
5729
Forza Wealth Management
Florida
$224K – – –
BA
5730
Blueline Advisors
New Hampshire
$224K +$223K +1,200 New
HA
5731
Hyposwiss Advisors
$224K +$223K +1,200 New
PFS
5732
Paller Financial Services
Colorado
$224K +$223K +1,200 New
BCM
5733
Basso Capital Management
Connecticut
$223K +$149K +798 +200%
MWP
5734
Moller Wealth Partners
$223K – – –
LAM
5735
Lakewood Asset Management
Illinois
$221K -$931 -5 -0.4%
MWM
5736
McMill Wealth Management
Nebraska
$220K – – –
DP
5737
Divergent Planning
Maryland
$220K -$41K -220 -16%
EW
5738
Evexia Wealth
Wisconsin
$217K -$67.9K -365 -24%
PHWM
5739
Palatine Hill Wealth Management
Michigan
$216K +$216K +1,159 New
CFS
5740
Compass Financial Services
Iowa
$216K +$37.2K +200 +21%
SFAM
5741
Sawyer Falduto Asset Management
Illinois
$215K +$214K +1,152 New
PFA
5742
Presper Financial Architects
Ohio
$214K -$12.3K -66 -5%
TF
5743
TME Financial
California
$214K +$213K +1,145 New
AWMNY
5744
Arcadia Wealth Management (New York)
New York
$213K – – –
S4W
5745
Solutions 4 Wealth
Texas
$213K -$65.1K -350 -23%
KC
5746
Kinloch Capital
Virginia
$213K +$11.2K +60 +6%
DFS
5747
Demming Financial Services
Ohio
$212K +$212K +1,139 New
CIM
5748
Confluence Investment Management
Missouri
$212K – – –
FLA
5749
Financial Life Advisors
Texas
$211K +$211K +1,134 New
IDBONY
5750
Israel Discount Bank of New York
New York
$211K -$94.2K -506 -31%
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230
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