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Name Holding Trade Value Shares
Change 		Change in
Stake
CWMA
2601
Capstone Wealth Management (Alabama)
Alabama
$204K +$188K +7,048 New
DAM
2602
Draper Asset Management
New York
$204K +$188K +7,045 New
4WM
2603
4J Wealth Management
Virginia
$204K +$188K +7,037 New
RCWM
2604
Royal Capital Wealth Management
Indiana
$203K +$187K +6,991 New
HWMG
2605
Hurlow Wealth Management Group
Indiana
$203K +$187K +6,987 New
AFG
2606
Artesa Financial Group
Texas
$202K +$187K +6,985 New
AWMT
2607
AAFMAA Wealth Management & Trust
North Carolina
$202K +$187K +6,985 New
PPW
2608
Pasadena Private Wealth
California
$202K -$146K -5,451 -44%
IA
2609
IMZ Advisory
Florida
$201K +$186K +6,950 New
CWM
2610
Collaborative Wealth Management
Florida
$201K -$311K -11,630 -63%
PCM
2611
Poehling Capital Management
Wisconsin
$201K +$185K +6,942 New
APM
2612
a16z Perennial Management
California
$201K +$185K +6,939 New
AWCI
2613
Alpine Woods Capital Investors
New York
$201K +$185K +6,938 New
S
2614
Sachetta
Massachusetts
$201K +$7.59K +284 +4%
NF
2615
Nvest Financial
New Hampshire
$201K +$185K +6,936 New
MMG
2616
Monetary Management Group
Missouri
$201K – – –
NG
2617
Northstar Group
New York
$201K +$185K +6,932 New
VDC
2618
Van Diest Capital
Iowa
$201K -$79.2K -2,966 -30%
SCA
2619
Southern Capital Advisors
Tennessee
$201K -$60.5K -2,266 -25%
EFG
2620
Everest Financial Group
Minnesota
$201K +$185K +6,924 New
FCG
2621
Fielder Capital Group
Tennessee
$201K -$54.9K -2,054 -23%
SFA
2622
Spectrum Financial Alliance
Kentucky
$201K +$185K +6,924 New
FWM
2623
Fingerlakes Wealth Management
New York
$201K +$185K +6,922 New
TCM
2624
TD Capital Management
Tennessee
$200K +$1.26K +47 +0.7%
MCM
2625
Maple Capital Management
Vermont
$200K +$185K +6,909 New
103 104
105
106 107