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Name Holding Trade Value Shares
Change 		Change in
Stake
5W
926
5T Wealth
California
$226K +$230K +411 New
GSC
927
Ground Swell Capital
South Carolina
$226K +$230K +411 New
LFG
928
Larson Financial Group
Missouri
$226K +$149K +266 +185%
PCA
929
Pallas Capital Advisors
Massachusetts
$225K +$229K +409 New
UB
930
UMB Bank
Missouri
$224K +$55.3K +99 +32%
WFI
931
West Family Investments
California
$223K +$227K +406 New
FG
932
Fiduciary Group
Georgia
$223K +$226K +405 New
DWM
933
Diversify Wealth Management
Utah
$223K +$216K +386 New
GDP
934
Great Diamond Partners
Maine
$222K +$225K +403 New
IA
935
IFP Advisors
Florida
$221K -$97.8K -175 -30%
RS
936
Rakuten Securities
Japan
$221K +$71K +127 +46%
BFA
937
Beacon Financial Advisory
Ohio
$221K +$225K +402 New
SRC
938
Sage Rhino Capital
California
$221K +$225K +402 New
CG
939
Clifford Group
Massachusetts
$220K +$224K +400 New
PBF
940
Petix & Botte Financial
California
$220K +$224K +400 New
WW
941
Westshore Wealth
California
$220K +$224K +400 New
AWC
942
Abundance Wealth Counselors
Pennsylvania
$220K +$224K +400 New
RCAG
943
Rehmann Capital Advisory Group
Michigan
$218K +$222K +397 New
TLCM
944
Twin Lakes Capital Management
California
$217K – – –
SW
945
SlateStone Wealth
Florida
$214K +$217K +389 New
JSW
946
Journey Strategic Wealth
New Jersey
$214K +$217K +389 New
AAM
947
Austin Asset Management
Texas
$213K +$216K +387 New
SVWAG
948
Sound View Wealth Advisors Group
Georgia
$212K +$215K +385 New
WP
949
Westmount Partners
California
$211K +$215K +384 New
MA
950
Mutual Advisors
Nebraska
$211K +$190K +340 New
36 37
38
39 40