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Name Holding Trade Value Shares
Change 		Change in
Stake
AGAM
3376
Audent Global Asset Management
California
$540K -$578K -1,671 -51%
FLP
3377
Financial Life Planners
Arizona
$539K +$52.3K +151 +11%
OC
3378
Oarsman Capital
Wisconsin
$538K -$2.08K -6 -0.4%
RFA
3379
Reyes Financial Architecture
California
$536K -$92.8K -268 -15%
WMN
3380
Wealth Management Nebraska
Nebraska
$536K +$1.04K +3 +0.2%
RWM
3381
RKL Wealth Management
Pennsylvania
$536K -$166K -480 -23%
FFC
3382
Frederick Financial Consultants
Maryland
$535K +$2.08K +6 +0.4%
PS
3383
Planned Solutions
California
$535K – – –
CWMS
3384
Cannon Wealth Management Services
North Carolina
$533K -$20.1K -58 -4%
MWM
3385
Mascoma Wealth Management
New Hampshire
$533K -$14.5K -42 -3%
EA
3386
Echo45 Advisors
California
$532K -$11.4K -33 -2%
PPG
3387
Peak Planning Group
Colorado
$532K -$10K -29 -2%
CFA
3388
Capstone Financial Advisors
Illinois
$531K +$313K +903 +139%
ABTD
3389
Arvest Bank Trust Division
Oklahoma
$531K -$2.77K -8 -0.5%
APM
3390
a16z Perennial Management
California
$529K +$537K +1,551 New
PWA
3391
Physician Wealth Advisors
Utah
$529K -$692 -2 -0.1%
MHR
3392
Matthew Hamilton Rosenberg
$529K – – –
FWM
3393
Fonville Wealth Management
Virginia
$526K -$6.92K -20 -1%
BCMLT
3394
Beacon Capital Management LLC (Tennessee)
Tennessee
$526K +$10.4K +30 +2%
CCG
3395
Catalina Capital Group
California
$526K -$1.73K -5 -0.3%
HIG
3396
Heritage Investment Group
Florida
$524K +$67.5K +195 +15%
IMC
3397
Investment Management Corporation
Virginia
$524K +$11.8K +34 +2%
WWM
3398
Whalen Wealth Management
Nevada
$524K -$1.03M -2,968 -66%
BCM
3399
Blume Capital Management
California
$522K -$6.23K -18 -1%
RWA
3400
Redhawk Wealth Advisors
Minnesota
$521K -$24.6K -71 -4%
134 135
136
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