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Name Holding Trade Value Shares
Change 		Change in
Stake
SC
2301
Stephens Consulting
Michigan
$5.55K – – –
PS
2302
PayPay Securities
Japan
$5.55K +$5.29K +56 New
APC
2303
Aspire Private Capital
North Carolina
$5.16K – – –
SIC
2304
SJS Investment Consulting
Ohio
$5.06K -$189 -2 -4%
CWAF
2305
Core Wealth Advisors (Florida)
Florida
$4.96K – – –
JFG
2306
JDM Financial Group
Texas
$4.96K +$4.72K +50 New
AA
2307
Addison Advisors
Vermont
$4.56K -$1.04K -11 -19%
DI
2308
Disciplined Investments
Oklahoma
$4.37K -$94 -1 -2%
HFM
2309
Hartford Financial Management
Connecticut
$4.17K – – –
GFWA
2310
Grey Fox Wealth Advisors
Delaware
$4.17K +$3.96K +42 New
IAA
2311
Independent Advisor Alliance
North Carolina
$4.13K +$199K +2,104 +5%
CIR
2312
Clear Investment Research
Georgia
$3K – – –
JIR
2313
James Investment Research
Ohio
$3K – – –
MCM
2314
Magnolia Capital Management
New York
$3K +$2.55K +27 New
CUAMC
2315
China Universal Asset Management Company
China
$2.58K -$264K -2,800 -99%
TWD
2316
True Wealth Design
Ohio
$2.58K +$2.45K +26 New
JMF
2317
Johnson Midwest Financial
Iowa
$2K – – –
VF
2318
VitalStone Financial
Texas
$2K +$3.02K +32 New
RAM
2319
Riggs Asset Management
Pennsylvania
$1.89K – – –
GMA
2320
Glassy Mountain Advisors
Maryland
$1.79K +$1.7K +18 New
DWP
2321
Destiny Wealth Partners
Florida
$1.69K +$1.6K +17 New
PP
2322
PFS Partners
New Jersey
$1.63K – – –
SSC
2323
Syverson Strege & Co
Iowa
$1.27K +$1.23K +13 New
GKIM
2324
GW&K Investment Management
Massachusetts
$1K – – –
KSWA
2325
Kathleen S. Wright Associates
Pennsylvania
$1K – – –
91 92
93
94 95