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Name Holding Trade Value Shares
Change 		Change in
Stake
HPM
2501
Hoxton Planning & Management
West Virginia
$383K +$25.7K +503 +7%
ATFA
2502
All Terrain Financial Advisors
Minnesota
$383K – – –
LPAM
2503
Lodestar Private Asset Management
California
$383K -$20.5K -402 -5%
PCMC
2504
Planning Capital Management Corporation
Pennsylvania
$382K +$387K +7,565 New
ITIM
2505
Indiana Trust & Investment Management
Indiana
$382K +$6.54K +128 +2%
CAM
2506
Cypress Asset Management
Texas
$381K – – –
AFG
2507
Atomi Financial Group
New York
$381K -$175K -3,423 -31%
PAS
2508
Professional Advisory Services
Florida
$380K – – –
PPP
2509
Private Portfolio Partners
New Jersey
$380K -$19.8K -387 -5%
CCMIC
2510
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$379K -$26.2M -511,903 -99%
AAM
2511
Augustine Asset Management
Florida
$378K -$43.9K -859 -10%
EWP
2512
Engrave Wealth Partners
Texas
$378K +$38.9K +762 +11%
CA
2513
Cortland Associates
Missouri
$378K -$50K -978 -12%
FFG
2514
Frisch Financial Group
New York
$377K +$1.28K +25 +0.3%
WIA
2515
Wetzel Investment Advisors
Indiana
$376K +$380K +7,441 New
HCM
2516
Hollencrest Capital Management
California
$375K +$54.3K +1,062 +17%
FWM
2517
Fairhaven Wealth Management
Illinois
$375K +$1.07K +21 +0.3%
CCG
2518
Catalina Capital Group
California
$375K +$379K +7,427 New
BBW
2519
Blue Barn Wealth
Utah
$375K -$164K -3,215 -30%
BCM
2520
Brown Capital Management
Maryland
$375K – – –
TWM
2521
TriaGen Wealth Management
California
$375K +$102 +2 +0%
HAS
2522
HBW Advisory Services
California
$375K -$102K -2,003 -21%
PMFA
2523
Plante Moran Financial Advisors
Michigan
$375K +$93.6K +1,831 +33%
WG
2524
Watchman Group
Texas
$374K – – –
RWB
2525
RMR Wealth Builders
New Jersey
$373K -$15.5K -304 -4%
99 100
101
102 103