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Name Holding Trade Value Shares
Change 		Change in
Stake
UB
3651
Umpqua Bank
Oregon
$209K +$170K +527 New
RWM
3652
Refined Wealth Management
Utah
$209K +$166K +517 New
VF
3653
Vawter Financial
Ohio
$209K +$166K +517 New
HFS
3654
Heritage Financial Services
Massachusetts
$208K +$166K +516 New
BAM
3655
Byrne Asset Management
New Jersey
$208K +$6.43K +20 +4%
SWMP
3656
Signature Wealth Management Partners
New Jersey
$208K +$166K +516 New
LFASL
3657
Lugano Financial Advisors SA (LFA)
Switzerland
$208K -$82.4K -256 -33%
CCM
3658
Consolidated Capital Management
California
$208K +$166K +515 New
DFP
3659
Defined Financial Planning
California
$208K +$166K +515 New
RA
3660
Rodgers & Associates
Pennsylvania
$208K +$165K +514 New
W
3661
WealthCollab
Washington
$207K -$12.5K -39 -7%
PGAM
3662
Princeton Global Asset Management
New Jersey
$207K +$4.83K +15 +3%
OCPWS
3663
One Charles Private Wealth Services
Massachusetts
$207K +$165K +513 New
RRWA
3664
Rainey & Randall Wealth Advisors
Florida
$207K +$165K +513 New
LSL
3665
Legacy Solutions LLC
Pennsylvania
$207K +$165K +512 New
1WM
3666
1900 Wealth Management
Texas
$206K +$164K +511 New
GW
3667
Griffith & Werner
Georgia
$206K +$164K +509 New
PCS
3668
Private Client Services
Kentucky
$206K +$164K +509 New
FFG
3669
Foundry Financial Group
New Hampshire
$205K +$163K +508 New
AWM
3670
Absher Wealth Management
North Carolina
$205K -$386K -1,199 -70%
HFW
3671
Horizon Family Wealth
Illinois
$205K -$291K -903 -64%
FCMA
3672
Foresight Capital Management Advisors
Michigan
$205K +$163K +507 New
SA
3673
Sylvest Advisors
Texas
$204K +$163K +506 New
AA
3674
Alesco Advisors
New York
$204K +$163K +506 New
IA
3675
IMZ Advisory
Florida
$204K +$163K +506 New
145 146
147
148 149