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Name Holding Trade Value Shares
Change 		Change in
Stake
NOI
5326
Newton One Investments
Delaware
$281K – – –
FF
5327
Friedenthal Financial
New Jersey
$281K +$150K +735 +135%
TBWA
5328
Three Bridge Wealth Advisors
California
$281K +$262K +1,280 New
TFP
5329
Triune Financial Partners
Kansas
$280K +$4.09K +20 +2%
EWA
5330
Elevate Wealth Advisory
Georgia
$279K +$23.1K +113 +10%
AIM
5331
Archer Investment Management
Texas
$278K +$260K +1,269 New
DGI
5332
Disciplined Growth Investors
Minnesota
$276K – – –
FWMM
5333
Foundation Wealth Management (Missouri)
Missouri
$276K -$27.4K -134 -10%
BSWM
5334
Boston Standard Wealth Management
Massachusetts
$276K +$11.5K +56 +5%
BTIM
5335
BancFirst Trust & Investment Management
Oklahoma
$276K +$5.12K +25 +2%
SWM
5336
SpringVest Wealth Management
Texas
$275K +$257K +1,254 New
SFP
5337
Strategic Financial Partners
Oregon
$275K +$256K +1,253 New
CWL
5338
Causey Wealth LLC
Colorado
$274K +$255K +1,248 New
MHFA
5339
Mission Hills Financial Advisory
California
$273K +$254K +1,243 New
OBGC
5340
O'Brien Greene & Co
Pennsylvania
$271K +$253K +1,236 New
SNBOSCI
5341
Security National Bank of Sioux City Iowa
Iowa
$271K -$172K -840 -40%
LK
5342
Lumbard & Kellner
New Hampshire
$271K – – –
DC
5343
Dahring Cusmano
Michigan
$271K +$253K +1,235 New
IWM
5344
IMG Wealth Management
Florida
$271K +$253K +1,235 New
BFP
5345
Beacon Financial Planning
Massachusetts
$270K – – –
LAMC
5346
Longview Asset Management (California)
California
$269K +$251K +1,228 New
TLFA
5347
True Link Financial Advisors
California
$269K +$4.09K +20 +2%
MAG
5348
Mokosak Advisory Group
Iowa
$268K – – –
BWA
5349
BCU Wealth Advisors
Illinois
$267K – – –
CIAM
5350
Caitong International Asset Management
Hong Kong
$266K +$248K +1,213 New
212 213
214
215 216