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Name Holding Trade Value Shares
Change 		Change in
Stake
FFO
401
Fortitude Family Office
Arizona
$8.53K +$5.8K +106 +226%
AG
402
AmeriFlex Group
Nevada
$8.53K +$8.37K +153 New
SAM
403
Smartleaf Asset Management
Massachusetts
$7.9K – – –
CA
404
Crewe Advisors
Utah
$7.53K +$7.38K +135 New
SC
405
Solstein Capital
California
$7.36K – – –
PFBT
406
Parkside Financial Bank & Trust
Missouri
$7.02K – – –
BIA
407
Bell Investment Advisors
California
$6.86K – – –
RS
408
Rakuten Securities
Japan
$6.41K +$6.29K +115 New
PMAM
409
Picton Mahoney Asset Management
Ontario, Canada
$6.24K +$4.05K +74 +195%
SIM
410
Synergy Investment Management
Florida
$6.07K +$5.69K +104 New
SGFG
411
Silver Grove Financial Group
New York
$5.35K +$5.25K +96 New
TPCW
412
TD Private Client Wealth
New York
$4.51K +$601 +11 +16%
TCM
413
Tradewinds Capital Management
Washington
$4.18K – – –
CFO
414
CVA Family Office
Colorado
$4.18K +$1.26K +23 +44%
TWD
415
True Wealth Design
Ohio
$4.07K +$2.02K +37 +103%
MAM
416
Marquette Asset Management
Minnesota
$3.29K – – –
FMII
417
Farmers & Merchants Investments Inc
Nebraska
$3.06K – – –
WETS
418
Wealth Enhancement Trust Services
South Dakota
$3.06K +$3.01K +55 New
APFP
419
Action Point Financial Planning
Michigan
$2.95K +$3.06K +56 New
JWA
420
JFS Wealth Advisors
Pennsylvania
$2.84K +$930 +17 +50%
SFG
421
Strive Financial Group
Indiana
$2.23K – – –
CI
422
CX Institutional
Indiana
$2K – – –
SIC
423
SJS Investment Consulting
Ohio
$1.5K – – –
GIA
424
GHP Investment Advisors
Colorado
$1.25K – – –
JWM
425
JPL Wealth Management
Colorado
$1.23K +$109 +2 +10%
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17
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