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Name Holding Trade Value Shares
Change 		Change in
Stake
SPA
5751
Shore Point Advisors
New Jersey
$208K +$208K +1,117 New
1CM
5752
1492 Capital Management
Wisconsin
$207K +$186 +1 +0.1%
DC
5753
Darrow Company
Massachusetts
$207K +$206K +1,108 New
RWM
5754
Ruedi Wealth Management
Illinois
$206K +$206K +1,105 New
PFA
5755
Providence Financial Advisors
Kansas
$206K +$205K +1,103 New
VFO
5756
Virtus Family Office
Texas
$205K +$205K +1,101 New
CFG
5757
CMC Financial Group
Georgia
$205K – – –
ACM
5758
Ardent Capital Management
Ohio
$205K – – –
PCM
5759
Ping Capital Management
New York
$205K +$205K +1,100 New
MCCM
5760
Morgan Creek Capital Management
North Carolina
$205K +$204K +1,097 New
DAM
5761
DLD Asset Management
New York
$204K +$204K +1,096 New
BS
5762
Brighton Securities
New York
$203K – – –
ASCM
5763
Adkins Seale Capital Management
Louisiana
$202K +$202K +1,085 New
FA
5764
Freestate Advisors
Kansas
$202K +$201K +1,082 New
HFS
5765
Hopwood Financial Services
Virginia
$202K -$44.9K -241 -18%
NPPM
5766
North Point Portfolio Managers
Ohio
$201K +$201K +1,078 New
CPWM
5767
Cypress Point Wealth Management
Texas
$201K +$200K +1,075 New
GFA
5768
Grunden Financial Advisory
Texas
$200K -$63.5K -341 -24%
TWM
5769
Trinity Wealth Management
Pennsylvania
$200K +$200K +1,073 New
FCMT
5770
Founders Capital Management (Texas)
Texas
$194K – – –
AIA
5771
Arcadia Investment Advisors
Idaho
$192K – – –
RBC
5772
Rye Brook Capital
Connecticut
$187K – – –
NOI
5773
Newton One Investments
Delaware
$187K +$186K +1,000 New
GCM
5774
Gladstone Capital Management
United Kingdom
$187K – – –
OBWP
5775
O'Brien Wealth Partners
Massachusetts
$186K -$12.7K -68 -6%
229 230
231
232 233