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Name Holding Trade Value Shares
Change 		Change in
Stake
SA
6026
Strategic Advocates
Utah
$201K +$1.25K +5 +0.6%
DCM
6027
Dorato Capital Management
Colorado
$200K – – –
CCAM
6028
Crystal Cove Asset Management
California
$200K -$126K -500 -37%
KV
6029
Kickstand Ventures
New York
$200K +$211K +839 New
SA
6030
SRH Advisors
Kansas
$195K – – –
BFS
6031
Bare Financial Services
Pennsylvania
$194K +$1.25K +5 +0.6%
WBWA
6032
William B. Walkup & Associates
South Carolina
$191K +$201K +800 New
CWA
6033
Carolina Wealth Advisors
South Carolina
$181K -$12.6K -50 -6%
PCA
6034
PMV Capital Advisers
Texas
$176K +$7.28K +29 +4%
FLFS
6035
Family Legacy Financial Solutions
North Carolina
$170K +$179K +713 New
LC
6036
Luminist Capital
Michigan
$169K +$178K +708 New
MCA
6037
Midwest Capital Advisors
Michigan
$167K – – –
BFP
6038
Birchwood Financial Partners
Minnesota
$167K -$502 -2 -0.3%
CIAS
6039
CBIZ Investment Advisory Services
Ohio
$166K – – –
PAP
6040
Persistent Asset Partners
Hong Kong
$158K +$167K +665 New
SWP
6041
SIMA Wealth Partners
Virginia
$156K – – –
EP
6042
Elkhorn Partners
Nebraska
$143K -$32.6K -130 -18%
BGA
6043
Battery Global Advisors
Massachusetts
$143K – – –
TBFA
6044
Three Bearings Fiduciary Advisors
New Hampshire
$141K – – –
MBFW
6045
Morton Brown Family Wealth
Pennsylvania
$140K -$31.9K -127 -18%
TM
6046
Torren Management
California
$130K +$26.9K +107 +24%
BC
6047
Broadwater Capital
Massachusetts
$124K – – –
MFS
6048
Montgomery Financial Services
Maryland
$123K +$129K +515 New
OAG
6049
Oakmont Advisory Group
New Mexico
$123K +$129K +515 New
NAC
6050
NI Acquisitions Company
Pennsylvania
$121K +$127K +507 New
240 241
242
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