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Name Holding Trade Value Shares
Change 		Change in
Stake
RCM
5026
Requisite Capital Management
Texas
$401K -$68.4K -315 -13%
MLA
5027
MB, Levis & Associates
Pennsylvania
$401K +$10.8K +50 +2%
BA
5028
Brightwater Advisory
Florida
$401K -$87K -401 -16%
LWA
5029
LifeGoal Wealth Advisors
New York
$400K -$23.9K -110 -5%
WWA
5030
Wingate Wealth Advisors
Massachusetts
$400K -$134K -618 -23%
BOCM
5031
Bontempo Ohly Capital Management
Maryland
$400K – – –
EFG
5032
Ehrlich Financial Group
California
$400K +$10.8K +50 +2%
BFP
5033
Briaud Financial Planning
Texas
$399K – – –
FFL
5034
Financial Freedom LLC
Ohio
$398K -$11.5K -53 -2%
RWM
5035
Raffa Wealth Management
District of Columbia
$398K -$10.2K -47 -2%
PFT
5036
Providence First Trust
Arizona
$398K +$21.7K +100 +5%
FF
5037
Fortitude Financial
Washington
$397K – – –
OFS
5038
Oldfather Financial Services
Nebraska
$397K -$23.9K -110 -5%
PFA
5039
Petra Financial Advisors
Colorado
$395K -$54.9K -253 -11%
PCMN
5040
Paradigm Capital Management (Nevada)
Nevada
$395K – – –
IWP
5041
IAG Wealth Partners
Wisconsin
$395K +$89K +410 +25%
WWWM
5042
White Wing Wealth Management
Texas
$395K +$68.1K +314 +16%
FFS
5043
Forge Financial Services
Oklahoma
$394K – – –
RWS
5044
Retirement Wealth Solutions
Wisconsin
$394K +$163K +752 +57%
BF
5045
Blankinship & Foster
California
$394K – – –
PL
5046
Parthenon LLC
Kentucky
$394K – – –
WCWM
5047
Willow Creek Wealth Management
California
$393K +$18.9K +87 +4%
HWM
5048
HFG Wealth Management
Texas
$392K -$21K -97 -5%
WF
5049
WinCap Financial
Massachusetts
$390K +$7.81K +36 +2%
AWM
5050
Able Wealth Management
New Jersey
$390K +$17.4K +80 +4%
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202
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