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Name Holding Trade Value Shares
Change 		Change in
Stake
BFG
3826
Birch Financial Group
New Hampshire
$508K +$509K +868 New
BPC
3827
Bryce Point Capital
New York
$507K +$508K +866 New
MIM
3828
MTM Investment Management
South Carolina
$506K -$1.76K -3 -0.3%
WKSWA
3829
White Knight Strategic Wealth Advisors
New Jersey
$506K +$239K +408 +89%
SSC
3830
Syverson Strege & Co
Iowa
$504K +$505K +861 New
VAMG
3831
Voisard Asset Management Group
Michigan
$504K +$22.9K +39 +5%
KPWG
3832
KFA Private Wealth Group
Virginia
$504K +$101K +172 +25%
CWM
3833
Cahaba Wealth Management
Georgia
$504K – – –
EBA
3834
Eagle Bay Advisors
New York
$502K -$126K -215 -20%
SC
3835
Saiph Capital
New Jersey
$502K +$115K +196 +30%
CWM
3836
Challenger Wealth Management
California
$501K +$502K +856 New
CAG
3837
Compass Advisory Group
New York
$501K – – –
BBA
3838
Braun-Bostich & Associates
Pennsylvania
$500K -$81.6K -139 -14%
S
3839
Sachetta
Massachusetts
$498K -$1.76K -3 -0.4%
FOR
3840
Family Office Research
Maryland
$498K +$499K +850 New
OCM
3841
Octahedron Capital Management
California
$498K -$5.69M -9,700 -92%
VR
3842
Valued Retirements
Texas
$498K – – –
AWG
3843
Altus Wealth Group
Colorado
$497K +$59.9K +102 +14%
KAM
3844
Kraft Asset Management
Tennessee
$497K -$9.39K -16 -2%
AFA
3845
Avant Financial Advisors
Texas
$497K +$498K +848 New
PBC
3846
Pavion Blue Capital
California
$497K +$13.5K +23 +3%
BI
3847
Bolthouse Investments
California
$497K +$498K +848 New
BCP
3848
Blue Chip Partners
Michigan
$496K +$5.28K +9 +1%
ONSWM
3849
Old North State Wealth Management
North Carolina
$496K +$116K +197 +30%
TWM
3850
Trueblood Wealth Management
Ohio
$494K +$133K +227 +37%
152 153
154
155 156