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Name Holding Trade Value Shares
Change 		Change in
Stake
GFG
3726
Grantvest Financial Group
New Jersey
$357K -$17.4K -50 -5%
2WWM
3727
21 West Wealth Management
California
$357K +$350K +1,005 New
NRI
3728
NFP Retirement Inc
California
$357K +$52.6K +151 +18%
PFT
3729
Providence First Trust
Arizona
$356K +$350K +1,003 New
AWA
3730
Alaska Wealth Advisors
Alaska
$356K +$349K +1,002 New
DFA
3731
Davies Financial Advisors
California
$355K -$38K -109 -10%
AI
3732
ArchPoint Investors
Florida
$355K – – –
MMH
3733
Menora Mivtachim Holdings
Israel
$355K – – –
MIM
3734
Merrion Investment Management
New Jersey
$355K – – –
NWM
3735
Northwest Wealth Management
Iowa
$355K +$17.4K +50 +5%
AWA
3736
ARQ Wealth Advisors
Arizona
$355K – – –
DAM
3737
Draper Asset Management
New York
$354K -$26.8K -77 -7%
EWM
3738
Endowment Wealth Management
Wisconsin
$354K +$348K +997 New
WC
3739
Wynn Capital
Georgia
$354K +$13.6K +39 +4%
BMA
3740
Brooks Moore & Associates
Tennessee
$353K – – –
FCMC
3741
Founders Capital Management (Connecticut)
Connecticut
$353K – – –
HWA
3742
Hilltop Wealth Advisors
North Carolina
$353K +$14.6K +42 +4%
HCWM
3743
Hidden Cove Wealth Management
Washington
$353K +$32.1K +92 +10%
IAG
3744
Investment Advisory Group
Massachusetts
$353K -$349 -1 -0.1%
BSAM
3745
Blue Square Asset Management
New York
$353K – – –
RIS
3746
Retirement Income Solutions
Michigan
$353K – – –
KSWWM
3747
Keyes Stange & Wooten Wealth Management
Florida
$352K -$15K -43 -4%
YCG
3748
Yeomans Consulting Group
Georgia
$351K -$13.9K -40 -4%
CW
3749
Curio Wealth
Maryland
$350K +$343K +985 +49,250%
SWM
3750
SFG Wealth Management
Maryland
$350K -$32.8K -94 -9%
148 149
150
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