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Name Holding Trade Value Shares
Change 		Change in
Stake
PJSIMP
4076
P.J. Schmidt Investment Management (PJS)
Wisconsin
$402K +$69K +107 +18%
RF
4077
Roxbury Financial
New Jersey
$401K +$2.58K +4 +0.7%
HP
4078
Haven Private
Florida
$400K +$52.9K +82 +13%
BWS
4079
Broadway Wealth Solutions
Texas
$400K -$41.3K -64 -8%
BWM
4080
Brown Wealth Management
Illinois
$399K +$212K +329 +91%
SCM
4081
Stordahl Capital Management
Colorado
$398K -$25.8K -40 -5%
PRRFG
4082
Paul R. Ried Financial Group
Washington
$398K +$65.2K +101 +17%
WCM
4083
Warburton Capital Management
Oklahoma
$398K +$158K +245 +55%
T
4084
Tidemark
California
$398K +$36.1K +56 +9%
SA
4085
SAM Advisors
California
$397K -$3.23K -5 -0.7%
MA
4086
MKT Advisors
California
$397K – – –
CFO
4087
Capitol Family Office
Oregon
$397K +$445K +689 New
EFMH
4088
E Fund Management (HK)
Hong Kong
$397K +$174K +269 +64%
FI
4089
Financial Insights
Washington
$397K +$12.9K +20 +3%
SFS
4090
Security Financial Services
Indiana
$396K +$14.2K +22 +3%
NPF
4091
Norris Perne & French
Michigan
$395K – – –
AGP
4092
Aspire Growth Partners
Florida
$395K +$29K +45 +7%
HIG
4093
Heritage Investment Group
Florida
$395K – – –
RI
4094
Redwood Investments
Massachusetts
$395K +$442K +685 New
VP
4095
Verum Partners
North Carolina
$394K +$25.8K +40 +6%
TWM
4096
TSA Wealth Management
Texas
$394K +$645 +1 +0.1%
AV
4097
Aspiring Ventures
Ohio
$394K +$426K +660 New
WCWM
4098
Willow Creek Wealth Management
California
$393K – – –
AT
4099
Avenir Tech
Hong Kong
$392K +$406K +630 +1,260%
MAM
4100
Mainsail Asset Management
Alabama
$392K +$54.8K +85 +14%
162 163
164
165 166