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Name Holding Trade Value Shares
Change 		Change in
Stake
TF
5101
Tandem Financial
Colorado
$357K -$13K -60 -3%
KA
5102
Kure Advisory
Minnesota
$355K +$405K +1,867 New
EP
5103
Essential Planning
New Hampshire
$355K -$4.55M -20,957 -92%
MA
5104
MSA Advisors
California
$354K +$187K +860 +86%
UFA
5105
US Financial Advisors
Massachusetts
$354K +$404K +1,860 New
SPA
5106
Sentinel Pension Advisors
Massachusetts
$354K +$1.52K +7 +0.4%
HG
5107
Harbor Group
New Hampshire
$353K -$18.2K -84 -4%
PAG
5108
Poinciana Advisors Group
Florida
$353K -$182K -839 -31%
MA
5109
McGrath & Associates
North Carolina
$353K +$59.2K +273 +17%
MIM
5110
Macroview Investment Management
Maryland
$352K -$155K -713 -28%
PFA
5111
Pathway Financial Advisors
Vermont
$351K +$434 +2 +0.1%
BOC
5112
Blue Oak Capital
California
$351K +$102K +470 +34%
PWA
5113
Peterson Wealth Advisors
Utah
$351K – – –
BWM
5114
BKM Wealth Management
Wisconsin
$349K -$65.1K -300 -14%
LAM
5115
Lifestyle Asset Management
Texas
$349K +$71.6K +330 +22%
FFA
5116
Frazier Financial Advisors
Ohio
$348K -$66.6K -307 -14%
WFP
5117
Wrenne Financial Planning
Kentucky
$348K +$14.8K +68 +4%
SA
5118
Sylvest Advisors
Texas
$348K +$3.91K +18 +1%
PA
5119
Pineridge Advisors
Missouri
$348K -$535K -2,464 -57%
MHB
5120
Midwest Heritage Bank
Iowa
$348K -$434 -2 -0.1%
TPW
5121
TL Private Wealth
Texas
$346K – – –
CG
5122
Curat Global
New Hampshire
$346K +$395K +1,820 New
DC
5123
Darrow Company
Massachusetts
$346K +$2.39K +11 +0.6%
HFBOT
5124
Home Federal Bank of Tennessee
Tennessee
$346K +$109K +500 +38%
FPW
5125
Flagship Private Wealth
Massachusetts
$345K +$1.52K +7 +0.4%
203 204
205
206 207