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Name Holding Trade Value Shares
Change 		Change in
Stake
SB
5701
Semitam Bonam
New York
$630K +$56.6K +198 +10%
TPBG
5702
Turning Point Benefit Group
Maryland
$627K +$35.8K +125 +6%
TWM
5703
Tanglewood Wealth Management
Texas
$625K – – –
PWM
5704
Pacific Wealth Management
California
$625K +$67.8K +237 +12%
TBC
5705
Ted Buchan & Co
California
$624K +$142K +495 +30%
BWS
5706
BCR Wealth Strategies
Alabama
$623K +$7.15K +25 +1%
FCI
5707
Financial Counselors Inc
Kansas
$620K +$94.4K +330 +18%
CFG
5708
Copley Financial Group
California
$618K -$81.5K -285 -12%
RWM
5709
Redstone Wealth Management
Oklahoma
$618K -$1.43K -5 -0.2%
KPP
5710
Kings Path Partners
Texas
$614K +$220K +769 +57%
JF
5711
Jump Financial
Illinois
$612K +$605K +2,115 New
DC
5712
Dorval Corp
Minnesota
$611K +$107K +374 +22%
DF
5713
Downshift Financial
Colorado
$611K – – –
NFP
5714
NorthLanding Financial Partners
New York
$611K +$8.58K +30 +1%
BF
5715
Benchmark Financial
Delaware
$610K +$28.6K +100 +5%
PCM
5716
Palouse Capital Management
Washington
$608K -$91K -318 -13%
BC
5717
Bulwark Capital
Florida
$608K – – –
ACM
5718
Arlington Capital Management
Illinois
$607K +$572 +2 +0.1%
SMAM
5719
Sugar Maple Asset Management
Wisconsin
$606K +$18.3K +64 +3%
CG
5720
Curat Global
New Hampshire
$603K – – –
LAS
5721
Lloyd Advisory Services
Georgia
$599K -$725K -2,535 -55%
PA
5722
Prossimo Advisors
California
$597K +$25.2K +88 +4%
CI
5723
Corient IA
Florida
$596K +$358K +1,250 +154%
AAMC
5724
Asset Allocation & Management Company
Illinois
$594K -$631K -2,207 -52%
4FG
5725
4Thought Financial Group
New York
$593K -$9.15K -32 -2%
227 228
229
230 231