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Name Holding Trade Value Shares
Change 		Change in
Stake
MPM
3426
MBB Public Markets
Illinois
$324K +$345K +884 New
CAM
3427
Close Asset Management
United Kingdom
$323K – – –
FI
3428
Financial Insights
Washington
$323K +$10.9K +28 +3%
FC
3429
Fulcrum Capital
Washington
$322K -$429K -1,101 -56%
SFP
3430
Sterling Financial Planning
New Jersey
$322K -$11.3K -29 -3%
NA
3431
Note Advisors
New York
$322K – – –
SIC
3432
SFE Investment Counsel
California
$321K +$131K +337 +62%
T
3433
TOBAM
France
$321K -$149K -383 -30%
WW
3434
Waterfront Wealth
Kansas
$321K -$7.01K -18 -2%
CWM
3435
Compass Wealth Management
Connecticut
$320K – – –
BDF
3436
Black Diamond Financial
Maryland
$320K +$36.2K +93 +12%
CW
3437
Code Waechter
Florida
$320K -$32K -82 -9%
WG
3438
Watchman Group
Texas
$320K +$7.79K +20 +2%
RF
3439
Rossby Financial
Florida
$319K -$189K -485 -35%
BWMG
3440
Barnes Wealth Management Group
California
$319K +$24.9K +64 +8%
RS
3441
R Squared
Hong Kong
$319K +$339K +870 New
PA
3442
Promethium Advisors
Maryland
$318K -$140K -360 -29%
NEWAS
3443
N.E.W. Advisory Services
Wisconsin
$318K +$8.18K +21 +2%
BWS
3444
Broadway Wealth Solutions
Texas
$317K -$52.2K -134 -13%
WWM
3445
Waterway Wealth Management
Texas
$317K +$39K +100 +13%
TPW
3446
Tiller Private Wealth
Pennsylvania
$316K – – –
MA
3447
MKT Advisors
California
$315K -$24.6K -63 -6%
RTC
3448
Riverview Trust Company
Washington
$315K -$103K -265 -24%
PAG
3449
Paladin Advisory Group
Iowa
$315K – – –
NCM
3450
Northwest Capital Management
Oregon
$315K – – –
136 137
138
139 140