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Name Holding Trade Value Shares
Change 		Change in
Stake
BIM
4426
Breakwater Investment Management
Washington
$311K – – –
AFA
4427
Arlington Financial Advisors
California
$310K -$386K -624 -60%
GC
4428
Globeflex Capital
California
$310K – – –
GSF
4429
Grove Street Fiduciary
New Hampshire
$309K – – –
NA
4430
Note Advisors
New York
$309K +$1.85K +3 +0.7%
MLRA
4431
Main Line Retirement Advisors
Montana
$309K +$3.09K +5 +1%
EP
4432
Essential Planning
New Hampshire
$309K -$13K -21 -5%
BWM
4433
Buckley Wealth Management
Nevada
$309K +$2.47K +4 +1%
LFA
4434
LifeGuide Financial Advisors
Pennsylvania
$306K -$33.4K -54 -12%
APW
4435
Axim Planning & Wealth
Ohio
$306K – – –
PS
4436
Pinney & Scofield
Massachusetts
$306K +$16.7K +27 +7%
EP
4437
Essential Partners
California
$306K +$256K +414 New
WAG
4438
Wheelhouse Advisory Group
Missouri
$305K +$16.7K +27 +7%
PWM
4439
PTM Wealth Management
United States
$305K +$18.5K +30 +8%
SFP
4440
SwitchPoint Financial Planning
Utah
$305K +$19.8K +32 +8%
VPWA
4441
Vestia Personal Wealth Advisors
Indiana
$304K +$1.24K +2 +0.5%
AFM
4442
Armstrong Fleming & Moore
District of Columbia
$303K +$253K +410 New
TCFP
4443
Treasure Coast Financial Planning
Florida
$303K – – –
HIW
4444
Holos Integrated Wealth
Pennsylvania
$302K – – –
T
4445
Transce3nd
Texas
$302K +$16.1K +26 +7%
CCA
4446
Cadent Capital Advisors
Oklahoma
$302K -$618 -1 -0.2%
FLFS
4447
Family Legacy Financial Solutions
North Carolina
$301K +$252K +408 New
NBWM
4448
North Berkeley Wealth Management
California
$301K +$252K +408 New
TR
4449
Tepp RIA
New Jersey
$301K -$4.94K -8 -2%
RLH
4450
RD Lewis Holdings
Florida
$300K +$243K +394 New
176 177
178
179 180