| Sym | Weight | Trade Impact | Company | Class | Shares Change | Activity | Value Change $ | Value $ | * Price $ | Shares | Principal |
|---|
| Name | Title | City, State | Date |
|---|---|---|---|
| Erkko Etula | CEO | Brooklyn, New York | 5/13/2025 |
| Num | Name | Location | File Number |
|---|---|---|---|
| 1 | Dynasty Wealth Management, LLC | St. Petersburg, FL | 028-18636 |
| 2 | Hantz Financial Services, Inc. | Southfield, MI | 028-22576 |
| 3 | May Hill Capital, LLC | Cohasset, MA | 028-24979 |
| 4 | Farther Finance Advisors, LLC | San Francisco, CA | 028-23383 |
| 5 | Optivise Advisory Services LLC | Franklin, TN | 028-24441 |
| 6 | Nolet Wealth | ||
| 7 | Mana FLD | ||
| 8 | Luts & Greenleigh Group, Inc | Bethesda, MD | |
| 9 | TSG Advice Partners | ||
| 10 | Everest Management Corp. | Cupertino, CA | 028-25105 |
| 11 | Resonant Capital Advisors | 028-114001 | |
| 12 | PathWise Wealth Partners | ||
| 13 | Integrated Wealth Concepts LLC | Waltham, MA | 028-18776 |
| 14 | LoneTree Wealth Management | ||
| 15 | Wealth Watch | ||
| 16 | Red Crane Wealth Management, Llc | San Francisco, CA | 028-24754 |
| 17 | Jordan Park Group LLC | San Francisco, CA | 028-18386 |
| 18 | Sanctuary Advisors, LLC | Indianapolis, IN | 028-24361 |