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Name Holding Trade Value Shares
Change 		Change in
Stake
MF
5801
Meridian Financial
Massachusetts
$250K – – –
CFS
5802
Compass Financial Services
Iowa
$250K +$411 +2 +0.2%
IPW
5803
Inlet Private Wealth
Florida
$250K – – –
BIM
5804
Breakwater Investment Management
Washington
$249K +$15K +73 +6%
RWM
5805
Ruedi Wealth Management
Illinois
$249K +$256K +1,243 New
1IA
5806
1620 Investment Advisors
Massachusetts
$248K +$51.8K +252 +26%
CAIM
5807
Catherine Avery Investment Management
Florida
$247K – – –
FAM
5808
Forte Asset Management
New York
$247K – – –
SPA
5809
Shore Point Advisors
New Jersey
$246K -$308K -1,499 -55%
SCS
5810
Southern Capital Services
Alabama
$245K – – –
DWA
5811
Delos Wealth Advisors
Texas
$244K +$102K +497 +69%
HC
5812
Hoese & Co
Minnesota
$244K – – –
NA
5813
Novus Advisors
South Carolina
$243K +$250K +1,214 New
GSEP
5814
Golden State Equity Partners
California
$243K -$84.7M -412,032 -100%
GFP
5815
Gainline Financial Partners
Colorado
$242K +$249K +1,211 New
EU
5816
Emory University
Georgia
$242K – – –
GOCP
5817
Great Oak Capital Partners
Massachusetts
$241K -$39.5K -192 -14%
LEFP
5818
Leading Edge Financial Planning
Tennessee
$241K -$61.3K -298 -20%
MPIA
5819
Milestones Private Investment Advisors
New York
$240K +$411 +2 +0.2%
BA
5820
Blueline Advisors
New Hampshire
$240K – – –
HA
5821
Hyposwiss Advisors
$240K – – –
FCMT
5822
Founders Capital Management (Texas)
Texas
$239K +$20.6K +100 +9%
SI
5823
Stash Investments
New York
$239K +$245K +1,194 New
CFG
5824
CMC Financial Group
Georgia
$238K -$411K -2,000 -63%
RPA
5825
Redwood Park Advisors
California
$238K +$206 +1 +0.1%
231 232
233
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