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Name Holding Trade Value Shares
Change 		Change in
Stake
CPG
701
Cornerstone Planning Group
New Jersey
$1.25K +$1.36K +27 +386%
MHR
702
Matthew Hamilton Rosenberg
$1.22K – – –
CIAM
703
Caitong International Asset Management
Hong Kong
$1.14K -$143K -2,836 -99%
PAM
704
Parvin Asset Management
South Dakota
$1.1K +$1.36K +27 New
VWA
705
Valued Wealth Advisors
Utah
$1.06K -$3.67K -73 -74%
PPC
706
Park Place Capital
Alabama
$1.06K +$1.31K +26 New
WCM
707
WealthTrak Capital Management
Virginia
$1.02K +$755 +15 +150%
WAS
708
Winch Advisory Services
Wisconsin
$1.02K -$252 -5 -17%
DJSG
709
D.J. St. Germain
Massachusetts
$1.02K – – –
OAJ
710
Ogorek Anthony Joseph
New York
$1K +$2.47K +49 New
JWA
711
JFS Wealth Advisors
Pennsylvania
$977 -$8.81K -175 -88%
HFS
712
Hughes Financial Services
Virginia
$925 +$1.16K +23 New
DPW
713
DiNuzzo Private Wealth
Pennsylvania
$896 -$2.01K -40 -65%
CW
714
Curio Wealth
Maryland
$820 +$50 +1 New
GFPC
715
Global Financial Private Client
Florida
$814 -$72.8K -1,446 -99%
WA
716
Whipplewood Advisors
Colorado
$814 -$201 -4 -20%
TWD
717
True Wealth Design
Ohio
$789 -$252 -5 -21%
PWA
718
Principia Wealth Advisory
Texas
$784 +$201 +4 +25%
FFO
719
Fortitude Family Office
Arizona
$692 – – –
BTD
720
BankPlus Trust Department
Mississippi
$610 – – –
OCM
721
Osterweis Capital Management
California
$610 +$755 +15 New
AGWCA
722
Annis Gardner Whiting Capital Advisors
Florida
$448 -$11K -218 -95%
NL
723
NVWM LLC
Pennsylvania
$448 +$302 +6 +120%
BI
724
Binnacle Investments
Iowa
$448 +$554 +11 New
P8IP
725
Pier 88 Investment Partners
California
$407 -$596K -11,850 -100%
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