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Name Holding Trade Value Shares
Change 		Change in
Stake
DB
5326
Dravo Bay
Delaware
$229K -$105K -483 -29%
SS
5327
Sound Stewardship
Kansas
$229K +$35.2K +162 +16%
PA
5328
PharVision Advisers
Florida
$229K -$167K -771 -39%
CFG
5329
CMC Financial Group
Georgia
$228K -$651 -3 -0.2%
SPIO
5330
Seven Post Investment Office
California
$228K – – –
SWMG
5331
Sanchez Wealth Management Group
Florida
$228K +$7.38K +34 +3%
FFM
5332
Flagstone Financial Management
Nebraska
$227K +$19.3K +89 +8%
BFA
5333
Brown Financial Advisory
Alabama
$227K +$259K +1,193 New
ASW
5334
Astoria Strategic Wealth
Texas
$227K – – –
OA
5335
Oceanside Advisors
South Carolina
$226K – – –
AFA
5336
Alpha Financial Advisors
North Carolina
$225K +$1.74K +8 +0.7%
JE
5337
JMAC Enterprises
Pennsylvania
$225K -$2.87M -13,220 -92%
I
5338
IMPACTfolio
Colorado
$225K – – –
MW
5339
Marks Wealth
Maryland
$225K – – –
LWM
5340
Latko Wealth Management
Illinois
$224K -$125K -577 -33%
AA
5341
ArborFi Advisors
Michigan
$223K -$2.6K -12 -1%
PM
5342
Pembroke Management
Quebec, Canada
$222K +$36.2K +167 +17%
CWL
5343
Causey Wealth LLC
Colorado
$222K -$17.4K -80 -6%
PCM
5344
Peirce Capital Management
Texas
$222K – – –
FF
5345
Farrow Financial
Vermont
$221K +$28.6K +132 +13%
FWMM
5346
Foundation Wealth Management (Missouri)
Missouri
$221K -$21.7K -100 -8%
BCM
5347
Brookmont Capital Management
Texas
$221K -$44.5K -205 -15%
CPC
5348
CFC Planning Company
Indiana
$220K -$491K -2,262 -66%
MHFA
5349
Mission Hills Financial Advisory
California
$220K -$19.1K -88 -7%
BDL
5350
Bey-Douglas LLC
Georgia
$219K +$9.11K +42 +4%
212 213
214
215 216