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Name Holding Trade Value Shares
Change 		Change in
Stake
PS
2326
PayPay Securities
Japan
$2.16K -$757 -8 -27%
GFL
2327
Granite FO LLC
New Hampshire
$2.06K – – –
FLP
2328
Financial Life Planners
Arizona
$2.05K +$2.18K +23 New
PMIM
2329
Prudent Man Investment Management
Colorado
$2.02K – – –
LWMI
2330
Legacy Wealth Management (Idaho)
Idaho
$1.34K +$1.42K +15 New
TWM
2331
TopTier Wealth Management
Wisconsin
$1.34K +$1.42K +15 New
WAU
2332
Wellington-Altus USA
Manitoba, Canada
$1.33K -$11.6K -123 -90%
RF
2333
Roxbury Financial
New Jersey
$1.3K – – –
CPL
2334
Capital & Planning LLC
Georgia
$1.25K +$1.32K +14 New
GCM
2335
Gunpowder Capital Management
Maryland
$1.17K -$1.23K -13 -50%
RWS
2336
Retirement Wealth Solutions
Wisconsin
$1.17K +$1.23K +13 New
WA
2337
WestEnd Advisors
North Carolina
$1.07K – – –
CA
2338
Centerpoint Advisors
Massachusetts
$1K – – –
BL
2339
BFSG LLC
California
$896 +$946 +10 New
P
2340
Palladiem
Pennsylvania
$869 – – –
RPA
2341
Redwood Park Advisors
California
$717 -$95 -1 -11%
HIA
2342
HFM Investment Advisors
New Jersey
$627 -$3.4K -36 -84%
WBC
2343
West Branch Capital
Massachusetts
$538 – – –
OCM
2344
Orion Capital Management
California
$448 -$9.65K -102 -95%
TM
2345
Torren Management
California
$369 -$80K -846 -100%
3FI
2346
3 Factor Indexing
California
$359 +$378 +4 New
MG
2347
MilWealth Group
Wisconsin
$269 – – –
RF
2348
RetireMitten Financial
Michigan
$269 +$284 +3 New
HI
2349
Hoey Investments
Pennsylvania
$180 – – –
KCM
2350
Key Capital Management
Tennessee
$179 -$757 -8 -80%
92 93
94
95 96