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Name Holding Trade Value Shares
Change 		Change in
Stake
VWWMG
2901
Vermillion & White Wealth Management Group
Pennsylvania
$5.03K – – –
MTI
2902
Merrithew & Thorsten Inc
California
$5K +$5.22K +21 New
RIAS
2903
Rachor Investment Advisory Services
Michigan
$4.8K +$4.47K +18 New
FA
2904
Fountainhead AM
New Jersey
$4.77K -$713K -2,870 -99%
SFS
2905
Sunrise Financial Services
Washington
$4.77K +$4.47K +18 New
HWA
2906
HHM Wealth Advisors
Tennessee
$4.5K – – –
CWM
2907
Copia Wealth Management
Oregon
$4.5K – – –
TBFA
2908
Three Bearings Fiduciary Advisors
New Hampshire
$4.46K +$5.22K +21 New
LAM
2909
Lummis Asset Management
Texas
$4.24K – – –
LC
2910
Luminist Capital
Michigan
$3.97K – – –
GFL
2911
Granite FO LLC
New Hampshire
$3.71K -$22.1K -89 -86%
HIMS
2912
Hager Investment Management Services
New Hampshire
$3.44K – – –
NECFA
2913
New England Capital Financial Advisors
Connecticut
$3.21K -$8.2K -33 -73%
BFM
2914
Brooklands Fund Management
United Kingdom
$3.18K +$3.73K +15 New
KFG
2915
Kingdom Financial Group
Arizona
$3.02K -$212K -855 -99%
NL
2916
NorthAvenue LLC
Ohio
$2.92K +$2.73K +11 New
FS
2917
Financially Speaking
Colorado
$2.91K – – –
FC
2918
Family CFO
California
$2.91K +$2.73K +11 New
MSWA
2919
Marshall & Sterling Wealth Advisors
New York
$2.68K -$41.3K -166 -94%
1NWS
2920
1 North Wealth Services
Maryland
$2.65K – – –
CB
2921
Centennial Bank
Arkansas
$2.65K – – –
MAM
2922
Morse Asset Management
Connecticut
$2.65K – – –
DCM
2923
Davis Capital Management
Florida
$2.65K +$249 +1 +11%
PIS
2924
POM Investment Strategies
North Carolina
$2.39K – – –
TLCM
2925
Twin Lakes Capital Management
California
$2.14K – – –
115 116
117
118 119