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Name Holding Trade Value Shares
Change 		Change in
Stake
FIM
6001
Freedom Investment Management
Connecticut
$215K +$227K +904 New
BCM
6002
Brown Capital Management
Maryland
$215K +$227K +903 New
APW
6003
Axim Planning & Wealth
Ohio
$215K -$17.3K -69 -7%
RL
6004
Retireful LLC
Michigan
$215K +$226K +900 New
FC
6005
Family CFO
California
$214K +$226K +899 New
R
6006
Rebalance
California
$214K -$25.9K -103 -10%
FSA
6007
Financial Services Advisory
Maryland
$213K +$225K +895 New
PC
6008
Payne Capital
Oregon
$212K +$223K +890 New
BCA
6009
Bayshore Capital Advisors
Florida
$209K +$220K +878 New
PWM
6010
Provident Wealth Management
Tennessee
$209K +$220K +878 New
HAS
6011
Holland Advisory Services
Florida
$209K +$220K +876 New
SIM
6012
Sims Investment Management
Ohio
$207K +$218K +869 New
WA
6013
Whipplewood Advisors
Colorado
$207K -$886K -3,528 -80%
MPIM
6014
McGinn Penninger Investment Management
Virginia
$207K +$218K +867 New
LKWM
6015
Lee-Kelleher Wealth Management
Maryland
$207K +$218K +868 New
NFA
6016
Northwest Financial Advisors
Virginia
$205K +$216K +862 New
RCM
6017
Ravenstone Capital Management
$205K -$31.4K -125 -13%
HIA
6018
HFM Investment Advisors
New Jersey
$205K +$37.1K +148 +21%
SFO
6019
Standard Family Office
South Dakota
$205K – – –
SPWM
6020
Smith Partners Wealth Management
North Carolina
$205K +$216K +860 New
TWM
6021
Tanglewood Wealth Management
Texas
$204K +$215K +856 New
BFA
6022
Bridgelight Financial Advisors
Connecticut
$203K +$214K +852 New
WFA
6023
Websterrogers Financial Advisors
South Carolina
$203K +$214K +852 New
RI
6024
RWWM Inc
California
$203K +$214K +851 New
TIP
6025
Tandem Investment Partners
New Jersey
$203K +$213K +850 New
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