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Name Holding Trade Value Shares
Change 		Change in
Stake
BW
5101
Basepoint Wealth
Iowa
$431K -$22.3K -109 -5%
DO
5102
denkapparat Operations
Germany
$429K +$400K +1,956 New
CWR
5103
Chico Wealth RIA
California
$428K -$60.6K -296 -13%
LSL
5104
Legacy Solutions LLC
Pennsylvania
$426K +$397K +1,941 New
HG
5105
Harbor Group
New Hampshire
$426K – – –
TF
5106
Tandem Financial
Colorado
$425K +$396K +1,936 New
TFO
5107
Timonier Family Office
North Carolina
$425K +$396K +1,935 New
IFA
5108
Interactive Financial Advisors
Illinois
$422K – – –
II
5109
Impact Investors
California
$422K +$393K +1,921 New
AAM
5110
Ameraudi Asset Management
New York
$421K – – –
DPW
5111
DiNuzzo Private Wealth
Pennsylvania
$420K +$12.9K +63 +3%
ATIA
5112
American Trust Investment Advisors
New Hampshire
$419K – – –
MSA
5113
Marathon Strategic Advisors
Pennsylvania
$418K +$390K +1,907 New
DEM
5114
Disciplined Equity Management
Florida
$417K – – –
MB
5115
Mizuho Bank
Japan
$417K – – –
MKA
5116
M. Kulyk & Associates
Georgia
$417K -$64.6K -316 -14%
TFG
5117
Tull Financial Group
Virginia
$414K +$4.3K +21 +1%
RWP
5118
Ridgeline Wealth Planning
Ohio
$414K +$386K +1,887 New
IFPL
5119
Investments & Financial Planning LLC
Kentucky
$413K – – –
CA
5120
CWC Advisors
Oregon
$411K +$11.5K +56 +3%
CTWM
5121
Cherry Tree Wealth Management
Minnesota
$410K +$3.27K +16 +0.9%
TPWM
5122
Twelve Points Wealth Management
Massachusetts
$409K -$116K -567 -23%
RIG
5123
Renaissance Investment Group
Massachusetts
$408K -$10.2K -50 -3%
SLT
5124
St Louis Trust
Missouri
$408K – – –
LWM
5125
Level Wealth Management
North Carolina
$408K +$380K +1,859 New
203 204
205
206 207