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Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
5926
Briggs Wealth Management
Connecticut
$202K -$35.2K -160 -14%
EW
5927
Evexia Wealth
Wisconsin
$202K +$185K +841 New
TFP
5928
Triune Financial Partners
Kansas
$200K +$3.08K +14 +1%
FF
5929
Friedenthal Financial
New Jersey
$196K +$17.8K +81 +9%
DCM
5930
Dorato Capital Management
Colorado
$181K – – –
SFO
5931
Standard Family Office
South Dakota
$179K – – –
SC
5932
Steph & Co
Wisconsin
$179K +$17.4K +79 +10%
AWA
5933
Archvest Wealth Advisors
California
$177K -$336K -1,527 -15%
ACM
5934
Adalta Capital Management
New York
$177K -$26.4K -120 -12%
SA
5935
Strategic Advocates
Utah
$175K -$5.37M -24,391 -97%
SA
5936
SRH Advisors
Kansas
$171K +$22K +100 +14%
EA
5937
Evergreen Advisors
Tennessee
$170K +$180K +818 New
CWA
5938
Carolina Wealth Advisors
South Carolina
$168K +$6.83K +31 +4%
BFS
5939
Bare Financial Services
Pennsylvania
$168K -$140K -637 -44%
CIAS
5940
CBIZ Investment Advisory Services
Ohio
$166K -$767K -3,483 -81%
IPS
5941
Investors Portfolio Services
Washington
$159K +$5.28K +24 +3%
GG
5942
Gleason Group
Kentucky
$156K – – –
EP
5943
Elkhorn Partners
Nebraska
$152K +$117K +530 +265%
MBFW
5944
Morton Brown Family Wealth
Pennsylvania
$149K – – –
MPW
5945
MASECO Private Wealth
$149K +$157K +713 New
HIA
5946
HFM Investment Advisors
New Jersey
$148K -$24K -109 -13%
PCA
5947
PMV Capital Advisers
Texas
$148K -$18.9K -86 -11%
BFP
5948
Birchwood Financial Partners
Minnesota
$146K -$9.25K -42 -6%
MCA
5949
Midwest Capital Advisors
Michigan
$146K +$44K +200 +40%
RCM
5950
Richardson Capital Management
Wisconsin
$141K +$67.6K +307 +83%
236 237
238
239 240