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Name Holding Trade Value Shares
Change 		Change in
Stake
ARA
5926
Alexander Randolph Advisory
Virginia
$363K -$10.5K -39 -3%
CCA
5927
Conestoga Capital Advisors
Pennsylvania
$363K -$12.1K -45 -3%
GFM
5928
GEN Financial Management
Minnesota
$363K +$23.9K +89 +7%
BCM
5929
Brookmont Capital Management
Texas
$362K -$3.76K -14 -1%
TIM
5930
Thornburg Investment Management
New Mexico
$361K -$476K -1,774 -57%
RFPS
5931
Reality Financial Planning Services
Florida
$360K +$356K +1,325 New
FF
5932
Frankly Finances
Florida
$360K +$355K +1,323 New
1CM
5933
1492 Capital Management
Wisconsin
$353K +$348K +1,298 New
BAM
5934
Blueshift Asset Management
New Jersey
$352K +$4.03K +15 +1%
LFG
5935
Lockerman Financial Group
California
$351K -$1.6M -5,959 -82%
RMS
5936
Retirement Management Systems
Maryland
$350K +$346K +1,288 New
PRAG
5937
Portfolio Resources Advisor Group
Florida
$350K +$345K +1,287 New
JWBC
5938
John W. Brooker & Co
California
$350K -$97.7K -364 -22%
MSA
5939
Marathon Strategic Advisors
Pennsylvania
$349K -$1.61K -6 -0.5%
SM
5940
Samjo Management
New York
$348K – – –
IDBONY
5941
Israel Discount Bank of New York
New York
$347K -$361K -1,345 -51%
LC
5942
Luminist Capital
Michigan
$347K -$504K -1,877 -60%
MG
5943
MilWealth Group
Wisconsin
$346K -$61.7K -230 -15%
HFA
5944
Hershey Financial Advisers
Pennsylvania
$343K +$23.6K +88 +8%
QL
5945
Quarry LP
New York
$343K +$112K +417 +49%
SFA
5946
Salus Financial Advisors
Colorado
$341K -$13.2K -49 -4%
LWMT
5947
Legacy Wealth Management (Tennessee)
Tennessee
$337K +$70.6K +263 +27%
SM
5948
Sciencast Management
New Jersey
$337K -$3.17M -11,794 -91%
RF
5949
rebel Financial
Ohio
$336K +$332K +1,237 New
BI
5950
BFI Infinity
Switzerland
$334K – – –
236 237
238
239 240