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Name Holding Trade Value Shares
Change 		Change in
Stake
WLG
6051
Williamson Legacy Group
Indiana
$209K +$214K +822 New
ASW
6052
Astoria Strategic Wealth
Texas
$208K – – –
GWM
6053
Grand Wealth Management
Michigan
$208K +$213K +818 New
BCA
6054
Bayshore Capital Advisors
Florida
$207K – – –
AFS
6055
Axiom Financial Strategies
Indiana
$207K -$49.7K -191 -19%
CI
6056
Corient IA
Florida
$206K -$49.4K -190 -19%
ULWM
6057
Upper Left Wealth Management
Florida
$204K +$209K +803 New
BOTPPF
6058
Board of the Pension Protection Fund
United Kingdom
$203K +$208K +800 New
BC
6059
Bayforest Capital
United Kingdom
$202K +$207K +797 New
ORG
6060
Optimist Retirement Group
Washington
$201K – – –
MCA
6061
Midwest Capital Advisors
Michigan
$196K +$31.8K +122 +19%
NL
6062
NorthAvenue LLC
Ohio
$196K – – –
MAFA
6063
MJT & Associates Financial Advisory
Minnesota
$182K – – –
FAI
6064
Fiduciary Advisors Inc
Missouri
$178K – – –
BCM
6065
Basso Capital Management
Connecticut
$162K +$81.7K +314 +97%
DCM
6066
Dorato Capital Management
Colorado
$156K – – –
PFGWM
6067
Price Financial Group Wealth Management
Oregon
$155K +$148K +568 New
DMIC
6068
Dixon Mitchell Investment Counsel
British Columbia, Canada
$148K -$32.4M -124,581 -100%
CF
6069
Collier Financial
Colorado
$148K – – –
NA
6070
Networth Advisors
Pennsylvania
$137K -$1.3K -5 -0.9%
MHIP
6071
Mountain Hill Investment Partners
New Jersey
$129K -$147K -565 -53%
QL
6072
Quarry LP
New York
$128K -$196K -754 -60%
CI
6073
Cordant Inc
Oregon
$128K – – –
TW
6074
Titan Wealth
$125K – – –
CAM
6075
Clarity Asset Management
Iowa
$113K -$2.08K -8 -2%
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243
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