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Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
4701
Bluestem Financial Advisors
Illinois
$589K -$18.8K -102 -3%
CWP
4702
Corepath Wealth Partners
Arizona
$588K +$119K +644 +25%
CC
4703
Capstone Capital
Nevada
$582K +$559K +3,025 New
BBW
4704
Blue Barn Wealth
Utah
$582K +$229K +1,242 +70%
SC
4705
Schoolcraft Capital
Colorado
$580K +$85.5K +463 +18%
SS
4706
Sound Stewardship
Kansas
$580K – – –
CC
4707
Codex Capital
New York
$578K – – –
TA
4708
Teramo Advisors
Florida
$578K – – –
BC
4709
Bridgefront Capital
Texas
$577K -$1.34M -7,284 -71%
PC
4710
Prairiewood Capital
North Dakota
$577K +$553K +2,995 New
JF
4711
Joule Financial
Kentucky
$574K -$839K -4,544 -60%
AAM
4712
American Asset Management
Florida
$574K +$75K +406 +16%
SI
4713
Seeds Investor
New York
$574K +$550K +2,981 New
JFGLC
4714
Johnson Financial Group LLC (Colorado)
Colorado
$574K -$54.8K -297 -9%
WCP
4715
Welch Capital Partners
New York
$570K – – –
DCP
4716
DSM Capital Partners
Florida
$568K +$545K +2,952 New
KI
4717
Kapitalo Investimentos
Brazil
$563K +$330K +1,787 +157%
LWIC
4718
Leith Wheeler Investment Counsel
British Columbia, Canada
$560K -$13.8K -75 -3%
BHWA
4719
Beacon Harbor Wealth Advisors
Virginia
$560K – – –
DCBT
4720
Dakota Community Bank & Trust
North Dakota
$560K +$31.9K +173 +6%
OA
4721
Oceanside Advisors
South Carolina
$555K +$532K +2,881 New
LW
4722
Lauer Wealth
Indiana
$554K -$41.4K -224 -7%
CWM
4723
Cadence Wealth Management
Massachusetts
$553K -$75K -406 -12%
CF
4724
Convergence Financial
Missouri
$552K +$17.4K +94 +3%
QFA
4725
Quattro Financial Advisors
Texas
$551K -$492K -2,667 -93%
187 188
189
190 191