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Name Holding Trade Value Shares
Change 		Change in
Stake
FCG
3251
Financial Connections Group
California
$4K – – –
MG
3252
MilWealth Group
Wisconsin
$3.46K +$3.2K +69 New
SFS
3253
Sunrise Financial Services
Washington
$3.06K – – –
PWA
3254
Portus Wealth Advisors
North Carolina
$3.01K +$2.78K +60 New
II
3255
Inspire Investing
Idaho
$2.96K – – –
PWA
3256
Provenance Wealth Advisors
Florida
$2.86K – – –
CIAM
3257
Caitong International Asset Management
Hong Kong
$2.71K +$2.5K +54 New
MFP
3258
Meramec Financial Planners
Missouri
$2.65K – – –
BIM
3259
Breakwater Investment Management
Washington
$2.51K -$93 -2 -4%
ATC
3260
Advantage Trust Company
Kansas
$2.51K – – –
HPWM
3261
High Point Wealth Management
New Jersey
$2.51K +$2.32K +50 New
TBFA
3262
Three Bearings Fiduciary Advisors
New Hampshire
$2.36K – – –
CMBA
3263
C.M. Bidwell & Associates
Hawaii
$2.36K – – –
TWM
3264
TopTier Wealth Management
Wisconsin
$2.31K +$2.13K +46 New
AW
3265
Ankerstar Wealth
Texas
$2.26K -$5.28K -114 -72%
GWM
3266
Gilpin Wealth Management
Colorado
$1.71K -$9.27K -200 -85%
SFCL
3267
Strengthening Families & Communities LLC
Massachusetts
$1.51K -$28.7K -619 -95%
DF
3268
DecisionPoint Financial
Arizona
$1K -$3.15K -68 -77%
PJC
3269
Phillip James Consulting
Minnesota
$1K +$1.62K +35 New
ORAM
3270
One River Asset Management
Connecticut
$452 -$178K -3,841 -100%
3FI
3271
3 Factor Indexing
California
$302 +$278 +6 New
GPFA
3272
Game Plan Financial Advisors
Ohio
$251 – – –
MMCM
3273
Murphy & Mullick Capital Management
New York
$251 – – –
MAFA
3274
MJT & Associates Financial Advisory
Minnesota
$101 – – –
MAM
3275
Morse Asset Management
Connecticut
$6 – – –
129 130
131
132 133