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Name Holding Trade Value Shares
Change 		Change in
Stake
SO
2876
Sierra Ocean
California
$53.9K +$56.9K +1,348 New
PP
2877
PrairieView Partners
Minnesota
$53K -$19K -450 -25%
PS
2878
Pinney & Scofield
Massachusetts
$52K +$54.9K +1,301 New
SIC
2879
SJS Investment Consulting
Ohio
$50.7K +$2.32K +55 +5%
RCMU
2880
Rokos Capital Management (UK)
United Kingdom
$50.2K +$52.9K +1,254 New
LJHT
2881
Laurie J. Hall Trustee
$50K – – –
RTL
2882
Red Tortoise LLC
Georgia
$49.9K – – –
CPL
2883
Capital & Planning LLC
Georgia
$48.8K +$51.5K +1,220 New
FS
2884
Financially Speaking
Colorado
$48.8K +$51.5K +1,220 New
PWA
2885
Principia Wealth Advisory
Texas
$47.7K +$50.3K +1,193 New
WPA
2886
West Paces Advisors
Georgia
$47.4K – – –
IAG
2887
Innovative Advisory Group
Massachusetts
$47.3K +$49.9K +1,182 New
RWS
2888
Retirement Wealth Solutions
Wisconsin
$46.7K +$52.1K +1,234 New
MB
2889
Mizuho Bank
Japan
$46K – – –
IA
2890
IFS Advisors
Kansas
$44.6K +$33.4K +791 +244%
HIW
2891
Holos Integrated Wealth
Pennsylvania
$44.3K +$46.8K +1,109 New
T
2892
Tidemark
California
$42.7K +$42 +1 +0.1%
RPA
2893
Redwood Park Advisors
California
$42.2K +$44.5K +1,056 New
RWM
2894
Raffa Wealth Management
District of Columbia
$41.9K +$127 +3 +0.3%
MFA
2895
McClarren Financial Advisors
Pennsylvania
$41K -$1.05K -25 -2%
MSWA
2896
Marshall & Sterling Wealth Advisors
New York
$41K +$43.2K +1,025 New
BSC
2897
Brown Shipley & Co
United Kingdom
$40.5K – – –
CWM
2898
Cedar Wealth Management
California
$40K -$73.5K -1,743 -64%
RFG
2899
REAP Financial Group
Texas
$39.9K +$19.4K +459 +85%
TC
2900
Tacita Capital
Ontario, Canada
$39.7K -$20K -475 -32%
114 115
116
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