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Name Holding Trade Value Shares
Change 		Change in
Stake
BDF
3251
Black Diamond Financial
Maryland
$551K – – –
CPSC
3252
Carl P. Sherr & Co
Massachusetts
$551K – – –
PSIWM
3253
Paradigm Strategies in Wealth Management
Minnesota
$551K +$564K +3,560 New
SLT
3254
St Louis Trust
Missouri
$548K -$564K -3,560 -50%
APW
3255
Acima Private Wealth
Virginia
$548K -$41.2K -260 -7%
RF
3256
RHS Financial
California
$548K +$117K +740 +26%
WC
3257
Westhampton Capital
North Carolina
$548K +$228K +1,440 +69%
HSWM
3258
Hubbell Strickland Wealth Management
Louisiana
$546K +$79.3K +500 +16%
BA
3259
Bridge Advisory
California
$545K -$228K -1,440 -29%
HWA
3260
Heartwood Wealth Advisors
Virginia
$545K -$9.51K -60 -2%
AWM
3261
Aberdeen Wealth Management
Illinois
$541K -$225K -1,420 -29%
CSWG
3262
Cardinal Strategic Wealth Guidance
Kentucky
$538K – – –
MCM
3263
Mattern Capital Management
Colorado
$535K – – –
MFS
3264
Madrona Financial Services
Washington
$535K +$108K +680 +24%
FBFS
3265
First Business Financial Services
Wisconsin
$535K +$111K +700 +25%
MPPLM
3266
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$534K +$66.6K +420 +8%
G
3267
Gainplan
Michigan
$533K -$12.7K -80 -2%
TC
3268
TAP Consulting
Missouri
$529K +$31.7K +200 +6%
UFA
3269
US Financial Advisors
Massachusetts
$526K -$41.2K -260 -7%
EA
3270
Eclectic Associates
California
$526K -$12.7K -80 -2%
OFA
3271
Oak Family Advisors
Illinois
$526K -$3.17K -20 -0.6%
PC
3272
Peavine Capital
Nevada
$526K – – –
PP
3273
PrairieView Partners
Minnesota
$526K +$66.6K +420 +14%
CS
3274
Cannell & Spears
New York
$523K – – –
TFCP
3275
Twin Focus Capital Partners
Massachusetts
$523K +$69.7K +440 +15%
129 130
131
132 133