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Name Holding Trade Value Shares
Change 		Change in
Stake
BC
5001
Barnett & Company
Tennessee
$1.31M +$97.1K +412 +9%
HCP
5002
Hardin Capital Partners
South Carolina
$1.31M +$19.3K +82 +2%
BCG
5003
BayBridge Capital Group
California
$1.31M +$153K +650 +14%
TFP
5004
TrueWealth Financial Partners
Washington
$1.3M – – –
CW
5005
Curio Wealth
Maryland
$1.3M +$1.23M +5,205 New
JFG
5006
JMG Financial Group
Illinois
$1.3M -$58.4K -248 -5%
OKSA
5007
O'Keefe Stevens Advisory
New York
$1.3M +$242K +1,026 +25%
E
5008
EntreWealth
Texas
$1.3M +$1.35M +5,744 New
CCA
5009
Covey Capital Advisors
Georgia
$1.3M – – –
TFO
5010
Timonier Family Office
North Carolina
$1.3M +$1.22M +5,181 New
SWM
5011
Sanctuary Wealth Management
Idaho
$1.29M – – –
WCM
5012
Warburton Capital Management
Oklahoma
$1.29M +$1.22M +5,167 New
TWM
5013
Tumwater Wealth Management
Idaho
$1.29M +$1.21M +5,139 New
PIC
5014
Portland Investment Counsel
Ontario, Canada
$1.29M – – –
FW
5015
Fairway Wealth
Ohio
$1.28M +$945K +4,011 +362%
ADMI
5016
Albert D. Mason Inc
Massachusetts
$1.28M -$428K -1,816 -26%
AFTS
5017
American Financial & Tax Strategies
New York
$1.28M – – –
HPCM
5018
Hunter Perkins Capital Management
Illinois
$1.28M – – –
GSCM
5019
Greenfield Seitz Capital Management
Texas
$1.28M +$70.2K +298 +6%
MA
5020
McGrath & Associates
North Carolina
$1.28M +$1.2M +5,106 New
DO
5021
denkapparat Operations
Germany
$1.28M +$1.2M +5,102 New
RFS
5022
Retirement Financial Solutions
Tennessee
$1.28M -$15.3K -65 -1%
FF
5023
Friday Financial
Iowa
$1.27M +$1.2M +5,088 New
NEPPG
5024
New England Professional Planning Group
Rhode Island
$1.27M +$31.8K +135 +3%
SAS
5025
Spurstone Advisory Services
Connecticut
$1.27M +$1.2M +5,076 New
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201
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