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Name Holding Trade Value Shares
Change 		Change in
Stake
MCFP
5776
Mallini Complete Financial Planning
Florida
$267K – – –
1CM
5777
1492 Capital Management
Wisconsin
$266K -$28.6K -139 -9%
HA
5778
Heartland Advisors
Wisconsin
$266K – – –
PFA
5779
Presper Financial Architects
Ohio
$266K +$17.1K +83 +7%
MWP
5780
Moller Wealth Partners
$265K -$7.61K -37 -3%
ST
5781
Sentinel Trust
Texas
$265K -$29.2K -142 -10%
NIA
5782
NIA Impact Advisors
California
$263K -$1.58M -7,699 -85%
AFP
5783
ATLas Financial Planning
Georgia
$263K -$18.5K -90 -6%
DFS
5784
Demming Financial Services
Ohio
$263K +$270K +1,312 New
XAU
5785
XP Advisory US
Florida
$263K +$270K +1,312 New
DMIC
5786
Dixon Mitchell Investment Counsel
British Columbia, Canada
$262K -$134K -654 -33%
FWM
5787
Forteris Wealth Management
New York
$261K +$268K +1,305 New
AWM
5788
Absher Wealth Management
North Carolina
$259K – – –
RFP
5789
RCS Financial Planning
Maryland
$259K +$266K +1,293 New
AFTS
5790
American Financial & Tax Strategies
New York
$259K – – –
AWMNY
5791
Arcadia Wealth Management (New York)
New York
$258K +$19.9K +97 +8%
LP
5792
LGL Partners
Pennsylvania
$258K +$411 +2 +0.2%
OAM
5793
Oxford Asset Management
United Kingdom
$258K +$265K +1,290 New
DMKJ
5794
David M. Knott Jr
$256K – – –
NCG
5795
Newport Capital Group
New Jersey
$255K -$1.47M -7,138 -85%
T2I
5796
Turim 21 Investimentos
Brazil
$254K – – –
TWM
5797
Tumwater Wealth Management
Idaho
$253K – – –
TIA
5798
Tandem Investment Advisors
South Carolina
$251K +$258K +1,255 New
NPPM
5799
North Point Portfolio Managers
Ohio
$251K +$8.02K +39 +3%
BFS
5800
Beacon Financial Strategies
North Carolina
$250K +$411 +2 +0.2%
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232
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