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Name Holding Trade Value Shares
Change 		Change in
Stake
FWMP
3001
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$260K – – –
MPCL
3002
My Personal CFO LLC
Washington
$260K +$259K +3,804 New
FA
3003
Fermata Advisors
California
$260K -$16K -234 -6%
PPG
3004
Peak Planning Group
Colorado
$260K +$409 +6 +0.2%
BCM
3005
Banyan Capital Management
Georgia
$259K +$258K +3,780 New
WWG
3006
West Wealth Group
California
$258K +$253K +3,717 New
GAA
3007
Global Assets Advisory
Florida
$258K – – –
BIA
3008
Benchmark Investment Advisors
Illinois
$258K +$257K +3,764 New
SFS
3009
Security Financial Services
Indiana
$257K +$30.7K +451 +14%
LP
3010
LMR Partners
United Kingdom
$257K -$40M -587,484 -99%
SCA
3011
Strathmore Capital Advisors
North Carolina
$257K +$31.7K +465 +14%
CIM
3012
Cambria Investment Management
California
$257K +$256K +3,751 New
PWP
3013
Phillips Wealth Planners
Mississippi
$257K -$69K -1,012 -21%
FF
3014
Francis Financial
$256K +$169K +2,473 New
MWA
3015
Motive Wealth Advisors
Michigan
$256K -$1.16K -17 -0.5%
SHJ
3016
Sharkey, Howes & Javer
Colorado
$256K +$68 +1 +0%
PAG
3017
Private Advisory Group
Washington
$255K +$9.2K +135 +4%
BGAI
3018
Bruce G. Allen Investments
Colorado
$255K -$613 -9 -0.2%
PCS
3019
Private Client Services
Kentucky
$255K -$44K -646 -15%
KWA
3020
Kellett Wealth Advisors
Ohio
$255K -$35.4K -520 -12%
SLC
3021
Second Line Capital
Louisiana
$255K -$26.9K -394 -10%
AMCA
3022
Arthur M. Cohen & Associates
Illinois
$255K – – –
DQRIM
3023
Dale Q Rice Investment Management
Washington
$254K – – –
CIAM
3024
Caitong International Asset Management
Hong Kong
$254K -$46K -675 -15%
CWMGP
3025
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$253K +$1.43K +21 +0.6%
119 120
121
122 123