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Name Holding Trade Value Shares
Change 		Change in
Stake
HPFG
5301
Hart & Patterson Financial Group
Massachusetts
$295K -$26K -127 -9%
DAS
5302
DMKC Advisory Services
Iowa
$294K +$274K +1,341 New
BCM
5303
Basso Capital Management
Connecticut
$293K – – –
BWA
5304
Babb Wealth Advisors
Arizona
$293K +$273K +1,335 New
DP
5305
Denver PWM
Colorado
$293K -$13.1K -64 -5%
NWMG
5306
Nicholson Wealth Management Group
South Carolina
$293K -$1.84K -9 -0.7%
GG
5307
Gleason Group
Kentucky
$292K -$54K -264 -17%
DI
5308
Disciplined Investments
Oklahoma
$290K +$38.1K +186 +16%
HF
5309
Holcombe Financial
Georgia
$290K +$271K +1,324 New
RWS
5310
Retirement Wealth Solutions
Wisconsin
$289K +$270K +1,319 New
HFBOT
5311
Home Federal Bank of Tennessee
Tennessee
$289K – – –
AFA
5312
Atlas Financial Advisors
California
$289K -$328K -1,605 -55%
CL
5313
COWA LLC
Oklahoma
$288K +$289K +1,413 New
LWA
5314
Lifelong Wealth Advisors
Minnesota
$288K +$266K +1,302 New
BAWM
5315
Bennett Associates Wealth Management
Pennsylvania
$287K +$268K +1,308 New
CCA
5316
Cypress Capital Advisors
Tennessee
$286K +$267K +1,304 New
CNFG
5317
Creegan & Nassoura Financial Group
New Hampshire
$285K -$12.3K -60 -4%
FWMP
5318
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$285K +$266K +1,300 New
MRP
5319
Measured Risk Portfolios
California
$285K +$266K +1,299 New
FA
5320
Freestate Advisors
Kansas
$284K -$11.3K -55 -4%
APW
5321
Axim Planning & Wealth
Ohio
$283K +$1.84K +9 +0.7%
VCS
5322
Vaughan & Co Securities
New Jersey
$283K -$6.14K -30 -2%
CWM
5323
Cadence Wealth Management
Massachusetts
$282K +$18K +88 +7%
PWS
5324
Physician Wealth Solutions
Nevada
$282K – – –
NOI
5325
Newton One Investments
Delaware
$281K – – –
211 212
213
214 215