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Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
3501
Fonville Wealth Management
Virginia
$574K +$32.4K +95 +6%
RE
3502
Rydar Equities
Texas
$573K +$18.1K +53 +3%
RFN
3503
Redwood Financial Network
Ohio
$572K -$26.9K -79 -5%
WWP
3504
Wise Wealth Partners
Arizona
$572K +$39.9K +117 +8%
GCM
3505
Gambit Capital Management
Tennessee
$571K +$555K +1,629 New
PWP
3506
Precedent Wealth Partners
Texas
$571K +$9.2K +27 +2%
CWM
3507
Cherrydale Wealth Management
New Jersey
$571K – – –
SWP
3508
Stone Wealth Partners
Louisiana
$570K +$554K +1,626 New
SCM
3509
Sollinda Capital Management
Florida
$569K -$15.7K -46 -3%
LJHT
3510
Laurie J. Hall Trustee
$569K – – –
CFP
3511
Cascade Financial Partners
California
$568K -$2.38K -7 -0.4%
SPA
3512
Sherbrooke Park Advisers
New York
$568K -$127K -373 -19%
WIM
3513
Warwick Investment Management
Texas
$566K +$37.5K +110 +7%
BHPW
3514
Box Hill Private Wealth
Arizona
$565K +$549K +1,612 New
SF
3515
Sun Financial
Utah
$564K +$548K +1,609 New
PPW
3516
Pasadena Private Wealth
California
$564K -$2.73K -8 -0.5%
LOIM
3517
Liberty One Investment Management
Illinois
$563K -$260K -763 -32%
EW
3518
Expressive Wealth
Illinois
$563K +$547K +1,605 New
PWA
3519
Physician Wealth Advisors
Utah
$562K +$18.1K +53 +3%
APM
3520
a16z Perennial Management
California
$562K +$17.4K +51 +3%
MTIM
3521
Marathon Trading Investment Management
Pennsylvania
$561K -$477K -1,400 -47%
MTC
3522
Matrix Trust Company
Colorado
$561K +$51.8K +152 +10%
FFC
3523
Frederick Financial Consultants
Maryland
$560K +$10.6K +31 +2%
PS
3524
Planned Solutions
California
$560K +$10.6K +31 +2%
MQWP
3525
Morey & Quinn Wealth Partners
Nebraska
$558K – – –
139 140
141
142 143