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Name Holding Trade Value Shares
Change 		Change in
Stake
MSWM
5826
Master's Wealth Management
Pennsylvania
$297K +$313K +1,245 New
FMI
5827
Financial Management Inc
Arkansas
$296K – – –
BGAI
5828
Bruce G. Allen Investments
Colorado
$296K +$213K +849 +216%
OBGC
5829
O'Brien Greene & Co
Pennsylvania
$295K – – –
MHFA
5830
Mission Hills Financial Advisory
California
$295K +$33.6K +134 +12%
MKA
5831
M. Kulyk & Associates
Georgia
$295K -$102K -405 -25%
TP
5832
Trailhead Planners
Minnesota
$294K +$15.8K +63 +5%
RW
5833
Ridgeline Wealth
Arizona
$293K – – –
BRIA
5834
Balanced Rock Investment Advisors
Massachusetts
$293K +$43.9K +175 +17%
GPA
5835
Guidance Point Advisors
Massachusetts
$292K – – –
PJC
5836
Phillip James Consulting
Minnesota
$292K – – –
TF
5837
TME Financial
California
$292K -$202K -805 -40%
MAG
5838
Members Advisory Group
New York
$291K -$1K -4 -0.3%
MAG
5839
Mokosak Advisory Group
Iowa
$291K – – –
ICCON
5840
Investment Counsel Company of Nevada
Nevada
$291K +$13.6K +54 +5%
PIS
5841
POM Investment Strategies
North Carolina
$291K +$212K +843 +224%
MVF
5842
Markin Volterra Fund
New York
$289K +$305K +1,214 New
JWBC
5843
John W. Brooker & Co
California
$289K -$129K -512 -30%
RWS
5844
RASP Wealth Solutions
Indiana
$289K +$304K +1,212 New
FSA
5845
Financial Sense Advisors
California
$288K – – –
SPIO
5846
Seven Post Investment Office
California
$286K – – –
GG
5847
Gleason Group
Kentucky
$286K +$113K +449 +60%
BCM
5848
Bayesian Capital Management
New York
$286K +$301K +1,200 New
GFA
5849
Gladwyn Financial Advisors
Virginia
$286K -$58K -231 -16%
MCM
5850
MidAtlantic Capital Management
Virginia
$286K – – –
232 233
234
235 236