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Name Holding Trade Value Shares
Change 		Change in
Stake
SC
4976
Steph & Co
Wisconsin
$106K +$3.85K +6 +3%
WFA
4977
West Financial Advisors
Iowa
$106K -$10.9K -17 -8%
RF
4978
RetireMitten Financial
Michigan
$106K +$119K +185 New
HWM
4979
HighMark Wealth Management
Minnesota
$105K -$16K -25 -12%
RWS
4980
Retirement Wealth Solutions
Wisconsin
$104K -$5.77K -9 -5%
KCM
4981
Key Capital Management
Tennessee
$104K +$70.5K +110 +153%
FCMT
4982
Founders Capital Management (Texas)
Texas
$101K +$3.85K +6 +4%
HA
4983
Hyposwiss Advisors
$100K +$9.61K +15 +9%
CTWM
4984
Cherry Tree Wealth Management
Minnesota
$98.7K +$1.92K +3 +2%
SA
4985
Seneschal Advisors
Washington
$97.8K -$32K -50 -23%
SR
4986
Syntax Research
Florida
$97.3K -$48.1K -75 -31%
BFS
4987
Bare Financial Services
Pennsylvania
$90.4K +$641 +1 +0.6%
MWC
4988
MBM Wealth Consultants
Missouri
$88.1K +$98.7K +154 New
3FI
4989
3 Factor Indexing
California
$86.4K +$96.8K +151 New
BCM
4990
Basso Capital Management
Connecticut
$85.8K -$128K -200 -57%
HC
4991
Hurley Capital
New York
$84.8K +$23.1K +36 +32%
PWA
4992
Principia Wealth Advisory
Texas
$83K -$76.3K -119 -45%
WA
4993
Walsh & Associates
Florida
$80.1K +$1.28K +2 +1%
DCM
4994
Disciplina Capital Management
Tennessee
$79.8K – – –
CBT
4995
CoreFirst Bank & Trust
Kansas
$78.4K – – –
CFS
4996
CGC Financial Services
Oregon
$77.8K -$7.69K -12 -8%
BFS
4997
Beacon Financial Strategies
North Carolina
$77.8K -$1.92K -3 -2%
AAG
4998
Accordant Advisory Group
Maryland
$77.8K +$19.9K +31 +30%
CWM
4999
Cranbrook Wealth Management
Michigan
$76.3K – – –
BMC
5000
Bear Mountain Capital
Washington
$73.8K – – –
198 199
200
201 202