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Name Holding Trade Value Shares
Change 		Change in
Stake
WAG
4751
Windsor Advisory Group
Ohio
$275K +$261K +1,420 New
HPFG
4752
Hart & Patterson Financial Group
Massachusetts
$274K +$11K +60 +4%
AA
4753
Aufman Associates
Pennsylvania
$274K +$260K +1,417 New
QL
4754
Quarry LP
New York
$273K +$260K +1,414 New
FVCM
4755
F&V Capital Management
Florida
$272K +$16K +87 +7%
BT
4756
Brandywine Trust
Delaware
$271K – – –
TC
4757
Touchstone Capital
Pennsylvania
$271K – – –
DMC
4758
Drexel Morgan & Co
Pennsylvania
$271K +$50.5K +275 +24%
KWM
4759
Kaydan Wealth Management
Michigan
$270K -$6.98K -38 -3%
FWMM
4760
Foundation Wealth Management (Missouri)
Missouri
$269K +$28.3K +154 +12%
PL
4761
Parthenon LLC
Kentucky
$269K +$7.35K +40 +3%
VFP
4762
Verus Financial Partners
Virginia
$268K – – –
CB
4763
Chris Bulman
California
$268K +$254K +1,385 New
SCA
4764
Sippican Capital Advisors
Massachusetts
$267K – – –
MW
4765
Marks Wealth
Maryland
$267K +$29.4K +160 +13%
TFP
4766
Triune Financial Partners
Kansas
$264K +$11.9K +65 +5%
CNFG
4767
Creegan & Nassoura Financial Group
New Hampshire
$263K – – –
WFO
4768
Wealthgate Family Office
Colorado
$262K +$249K +1,355 New
MCM
4769
MontVue Capital Management
Virginia
$261K +$248K +1,352 New
CCAL
4770
City Center Advisors LLC
Michigan
$261K – – –
MA
4771
Mosaic Advisors
Texas
$261K – – –
DWA
4772
Delta Wealth Advisors
Indiana
$260K +$247K +1,345 New
BWM
4773
BKM Wealth Management
Wisconsin
$260K +$2.56M +13,955 +680%
TCM
4774
Tuttle Capital Management
Connecticut
$259K +$270K +1,469 New
NHFG
4775
New Harbor Financial Group
Massachusetts
$259K +$246K +1,340 New
189 190
191
192 193