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Name Holding Trade Value Shares
Change 		Change in
Stake
MS
5801
Monetary Solutions
Ohio
$161K +$161K +865 New
PFO
5802
Pioneer Family Office
Florida
$160K +$160K +860 New
FAI
5803
Fiduciary Advisors Inc
Missouri
$160K – – –
EI
5804
Ecofi Investissements
France
$159K -$27.9K -150 -15%
DCM
5805
Disciplina Capital Management
Tennessee
$158K -$2.42K -13 -2%
WCM
5806
Westend Capital Management
California
$157K -$12.3K -66 -7%
CWM
5807
Copia Wealth Management
Oregon
$157K +$36.3K +195 +30%
CMP
5808
Coston McIsaac & Partners
Maine
$156K -$4.28K -23 -3%
CTC
5809
Cetera Trust Company
Minnesota
$153K – – –
PCM
5810
Palouse Capital Management
Washington
$150K -$49.5K -266 -25%
B
5811
Bayban
Minnesota
$150K +$149K +803 New
MTI
5812
Merrithew & Thorsten Inc
California
$149K +$149K +800 New
EWA
5813
EQ Wealth Advisors
Texas
$143K +$143K +768 New
LFA
5814
LGT Financial Advisors
Texas
$141K -$175K -940 -55%
WT
5815
WHI Trust
Illinois
$128K +$128K +686 New
CGA
5816
Compound Global Advisors
Washington
$118K – – –
SWA
5817
Strategic Wealth Advisors
Arizona
$115K +$115K +617 New
TC
5818
Tacita Capital
Ontario, Canada
$115K +$32.4K +174 +40%
HPWM
5819
High Point Wealth Management
New Jersey
$109K +$109K +586 New
AWMA
5820
Arbor Wealth Management (Arizona)
Arizona
$105K +$105K +563 New
RJA
5821
Ross\Johnson & Associates
Minnesota
$101K +$57.9K +311 +136%
PS
5822
PayPay Securities
Japan
$98.7K +$51K +274 +107%
T2I
5823
Turim 21 Investimentos
Brazil
$96.8K +$19.5K +105 +25%
NL
5824
NorthAvenue LLC
Ohio
$86.7K +$86.6K +465 New
WFA
5825
West Financial Advisors
Iowa
$86.5K +$22.5K +121 +35%
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233
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