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Name Holding Trade Value Shares
Change 		Change in
Stake
SFP
5551
Sherwood Financial Partners
California
$225K +$199K +883 New
NDWM
5552
New Dimensions Wealth Management
Texas
$223K +$198K +876 New
OFA
5553
Onyx Financial Advisors
Idaho
$223K +$198K +875 New
DC
5554
Destiny Capital
Colorado
$221K +$196K +866 New
FWSM
5555
First Wilshire Securities Management
California
$219K +$195K +861 New
LPP
5556
Life Planning Partners
Florida
$218K +$194K +858 New
RCM
5557
Richardson Capital Management
Wisconsin
$218K -$6.55K -29 -3%
SAS
5558
SMI Advisory Services
Indiana
$216K +$190K +839 New
QL
5559
Quarry LP
New York
$215K -$94.7K -419 -33%
BFP
5560
Brewster Financial Planning
New York
$214K +$190K +839 New
CC
5561
Corton Capital
Ontario, Canada
$212K +$188K +832 New
PPWM
5562
Perissos Private Wealth Management
Oklahoma
$210K -$330K -1,462 -64%
TCM
5563
Towneley Capital Management
California
$209K +$185K +820 New
FW
5564
Fidato Wealth
Ohio
$207K +$183K +811 New
WA
5565
Wasatch Advisors
Utah
$203K +$180K +799 New
MAFA
5566
MJT & Associates Financial Advisory
Minnesota
$195K +$6.33K +28 +4%
MCA
5567
Midwest Capital Advisors
Michigan
$185K +$4.97K +22 +3%
FAI
5568
Fiduciary Advisors Inc
Missouri
$178K -$25.5K -113 -14%
DEM
5569
Disciplined Equity Management
Florida
$168K -$6.33K -28 -4%
HIA
5570
HFM Investment Advisors
New Jersey
$150K +$6.55K +29 +5%
SHM
5571
Sagard Holdings Management
Ontario, Canada
$150K – – –
GCM
5572
Glynn Capital Management
California
$149K -$4.04M -17,903 -97%
CF
5573
Collier Financial
Colorado
$149K +$132K +584 New
WW
5574
Winnow Wealth
Texas
$143K -$236K -1,044 -65%
PCM
5575
Perritt Capital Management
Illinois
$141K -$3.16K -14 -2%
221 222
223
224 225