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Name Holding Trade Value Shares
Change 		Change in
Stake
BOCM
5501
Bontempo Ohly Capital Management
Maryland
$485K – – –
JCM
5502
J2 Capital Management
Michigan
$485K +$41.6K +182 +9%
HHMI
5503
Howard Hughes Medical Institute
Maryland
$483K +$2.06K +9 +0.4%
WAS
5504
Westco Advisory Services
New York
$483K +$479K +2,092 New
FPI
5505
Financial Plan Inc
Washington
$481K +$477K +2,085 New
SFC
5506
Summit Financial Consulting
Michigan
$481K +$238K +1,039 +100%
TWM
5507
TopTier Wealth Management
Wisconsin
$480K +$476K +2,079 New
MFFIA
5508
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$479K – – –
OA
5509
Oasis Advisors
Iowa
$479K +$475K +2,075 New
BW
5510
Basepoint Wealth
Iowa
$479K -$149K -650 -24%
FFS
5511
Forge Financial Services
Oklahoma
$479K -$3.89K -17 -0.8%
MGI
5512
Miller Global Investments
Texas
$478K +$474K +2,072 New
GSC
5513
Ground Swell Capital
South Carolina
$477K +$472K +2,065 New
GWI
5514
Grace & White Inc
New York
$476K -$105K -457 -18%
PWM
5515
Peak Wealth Management
New Hampshire
$476K +$472K +2,062 New
TPW
5516
TL Private Wealth
Texas
$476K -$1.37K -6 -0.3%
BF
5517
Brooklyn FI
New York
$474K -$67K -293 -12%
ICM
5518
Ionic Capital Management
New York
$473K – – –
PS
5519
Planned Solutions
California
$473K +$30.9K +135 +7%
AL
5520
ADE LLC
Maryland
$471K – – –
TC
5521
T3 Companies
New York
$471K +$466K +2,039 New
CC
5522
Citrine Capital
California
$469K – – –
SPWM
5523
Schrum Private Wealth Management
Florida
$468K -$3.89K -17 -0.8%
IJWM
5524
Inman Jager Wealth Management
Mississippi
$467K +$75.3K +329 +19%
EP
5525
Essential Planning
New Hampshire
$465K +$1.6K +7 +0.3%
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