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Name Holding Trade Value Shares
Change 		Change in
Stake
BFWM
3526
Bright Futures Wealth Management
New York
$247K -$459K -1,428 -69%
BAM
3527
BOCHK Asset Management
Hong Kong
$246K +$196K +610 New
KSWWM
3528
Keyes Stange & Wooten Wealth Management
Florida
$246K +$196K +610 New
CWM
3529
CarsonAllaria Wealth Management
Illinois
$246K -$7.72K -24 -4%
TCM
3530
Teza Capital Management
Illinois
$246K -$2.32M -7,221 -92%
KFSN
3531
Keystone Financial Services (Nebraska)
Nebraska
$246K +$196K +608 New
LCG
3532
Lynx Capital Group
Ohio
$245K +$195K +607 New
PA
3533
Planning Alternatives
Michigan
$245K +$195K +607 New
VFIC
3534
Valley Forge Investment Consultants
Pennsylvania
$245K -$14.5K -45 -7%
PPA
3535
Painted Porch Advisors
California
$245K +$965 +3 +0.5%
MHFA
3536
Mission Hills Financial Advisory
California
$245K +$195K +606 New
RWM
3537
Rench Wealth Management
Texas
$245K +$195K +606 New
CC
3538
Cultivar Capital
Texas
$244K +$195K +605 New
RW
3539
Rockport Wealth
Ohio
$244K +$194K +604 New
BWA
3540
BlueSky Wealth Advisors
North Carolina
$244K +$194K +603 New
FFWA
3541
FRG Family Wealth Advisors
Washington
$243K -$1.86M -5,786 -91%
NA
3542
Novus Advisors
South Carolina
$243K +$193K +601 New
FS
3543
Ferguson Shapiro
Georgia
$243K +$193K +601 New
NCG
3544
Newport Capital Group
New Jersey
$242K +$193K +600 New
SFS
3545
Solitude Financial Services
Virginia
$242K -$96.5K -300 -33%
BI
3546
BFI Infinity
Switzerland
$242K +$193K +600 New
WCWM
3547
Willow Creek Wealth Management
California
$242K +$193K +600 New
CFG
3548
CKW Financial Group
Hawaii
$242K – – –
SIAM
3549
Sterling Investment Advisors (Missouri)
Missouri
$242K +$193K +599 New
PW
3550
PUREfi Wealth
Massachusetts
$241K +$192K +598 New
140 141
142
143 144