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Name Holding Trade Value Shares
Change 		Change in
Stake
BDF
3001
Black Diamond Financial
Maryland
$284K -$439K -1,317 -55%
MWM
3002
Mascagni Wealth Management
Mississippi
$284K – – –
IFA
3003
Index Fund Advisors
California
$284K -$58.3K -175 -14%
POIA
3004
Pin Oak Investment Advisors
Texas
$283K +$337K +1,012 +2,249%
PFA
3005
Pathway Financial Advisors
Vermont
$283K -$18.7K -56 -5%
EA
3006
Emerald Advisors
Washington
$283K +$58.7K +176 +19%
GGI
3007
Godsey & Gibb Inc
Virginia
$282K -$206K -617 -36%
RFA
3008
Register Financial Advisors
Georgia
$282K -$88K -264 -20%
TTWM
3009
TCV Trust & Wealth Management
Virginia
$282K +$33.3K +100 +10%
CCA
3010
Cora Capital Advisors
New Jersey
$282K +$69.3K +208 +24%
DIA
3011
Davidson Investment Advisors
Montana
$282K -$197K -590 -35%
PS
3012
Planned Solutions
California
$282K +$54.3K +163 +18%
HR
3013
Howe & Rusling
New York
$282K +$74.7K +224 +26%
HW
3014
Hamilton Wealth
California
$281K -$320K -959 -47%
WA
3015
WPG Advisers
Maryland
$281K +$35K +105 +11%
WF
3016
Wayfinding Financial
Washington
$281K +$80K +240 +28%
CC
3017
Copperleaf Capital
North Carolina
$281K – – –
IFPG
3018
Intrepid Financial Planning Group
Indiana
$281K -$23.3K -70 -6%
HFM
3019
Hartford Financial Management
Connecticut
$280K – – –
BFS
3020
BridgePort Financial Solutions
Iowa
$280K +$7.67K +23 +2%
LFA
3021
Lauterbach Financial Advisors
Texas
$280K -$3.33K -10 -0.9%
EWM
3022
Edge Wealth Management
New York
$280K +$15.3K +46 +4%
BIM
3023
Bullseye Investment Management
Ohio
$279K -$667 -2 -0.2%
SAM
3024
Strategy Asset Managers
California
$279K +$173K +519 +93%
AR
3025
Apeiron RIA
Texas
$278K -$1.19M -3,584 -77%
119 120
121
122 123