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Name Holding Trade Value Shares
Change 		Change in
Stake
BFS
5326
Bare Financial Services
Pennsylvania
$282K +$70.6K +357 +38%
PWS
5327
Physician Wealth Solutions
Nevada
$282K – – –
CWM
5328
Cadence Wealth Management
Massachusetts
$282K +$1.98K +10 +0.8%
NOI
5329
Newton One Investments
Delaware
$281K – – –
MFS
5330
Madrid Financial Services
California
$280K +$252K +1,275 New
DC
5331
Dahring Cusmano
Michigan
$279K +$5.94K +30 +2%
HNWA
5332
Henrickson Nauta Wealth Advisors
Michigan
$279K +$252K +1,271 New
FA
5333
Freestate Advisors
Kansas
$279K – – –
FFM
5334
Flagstone Financial Management
Nebraska
$278K +$14.6K +74 +6%
KWM
5335
Kaydan Wealth Management
Michigan
$278K +$5.34K +27 +2%
BWM
5336
BCO Wealth Management
New Mexico
$278K +$250K +1,265 New
APW
5337
Axim Planning & Wealth
Ohio
$278K +$30.5K +154 +14%
NHFG
5338
New Harbor Financial Group
Massachusetts
$276K -$19.8K -100 -7%
TC
5339
Tacita Capital
Ontario, Canada
$276K +$181K +915 +267%
SFP
5340
Strategic Financial Partners
Oregon
$275K – – –
TB
5341
Terril Brothers
Missouri
$274K +$247K +1,250 New
SWM
5342
SpringVest Wealth Management
Texas
$273K -$13.5K -68 -5%
VCS
5343
Vaughan & Co Securities
New Jersey
$273K -$4.16K -21 -2%
CL
5344
COWA LLC
Oklahoma
$273K -$41.4K -209 -19%
OWA
5345
Oak Wealth Advisors
Illinois
$272K -$5.94K -30 -2%
SEM
5346
Strategic Equity Management
Arizona
$272K – – –
OBGC
5347
O'Brien Greene & Co
Pennsylvania
$271K – – –
BFP
5348
Beacon Financial Planning
Massachusetts
$270K – – –
SLT
5349
St Louis Trust
Missouri
$269K – – –
LAMC
5350
Longview Asset Management (California)
California
$268K -$1.19K -6 -0.5%
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214
215 216