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Name Holding Trade Value Shares
Change 		Change in
Stake
Q1WB
5051
Quest 10 Wealth Builders
Virginia
$128K -$14K -21 -10%
FPB
5052
First PREMIER Bank
South Dakota
$127K -$26K -39 -17%
RWS
5053
Retirement Wealth Solutions
Wisconsin
$126K -$26K -39 -17%
SC
5054
Steph & Co
Wisconsin
$119K +$20.7K +31 +21%
RWA
5055
Redmont Wealth Advisors
Illinois
$118K -$3.34K -5 -3%
FCMT
5056
Founders Capital Management (Texas)
Texas
$113K +$46.7K +70 +69%
MPW
5057
MASECO Private Wealth
$112K +$64.8K +97 +133%
FS
5058
Financially Speaking
Colorado
$112K +$30K +45 +36%
CTWM
5059
Cherry Tree Wealth Management
Minnesota
$112K -$4.67K -7 -4%
HA
5060
Hyposwiss Advisors
$110K +$110K +165 New
GC
5061
Globeflex Capital
California
$110K -$170K -254 -60%
AIM
5062
Access Investment Management
Georgia
$106K – – –
BFS
5063
Bare Financial Services
Pennsylvania
$104K +$70.8K +106 +208%
XC
5064
XY Capital
Hong Kong
$102K -$8.68K -13 -8%
SC
5065
Stephens Consulting
Michigan
$101K +$23.4K +35 +30%
CFS
5066
CGC Financial Services
Oregon
$97.7K – – –
LC
5067
Luminist Capital
Michigan
$96.4K +$38.1K +57 +64%
JWM
5068
Jessup Wealth Management
Ohio
$95.1K +$96.2K +144 New
DCM
5069
Disciplina Capital Management
Tennessee
$92K – – –
BFS
5070
Beacon Financial Strategies
North Carolina
$91.8K +$92.8K +139 New
WA
5071
Walsh & Associates
Florida
$91.1K +$92.2K +138 New
KFG
5072
Kingdom Financial Group
Arizona
$90.8K -$909K -1,361 -91%
CBT
5073
CoreFirst Bank & Trust
Kansas
$90.4K – – –
CWM
5074
Cranbrook Wealth Management
Michigan
$88K +$3.34K +5 +4%
BCM
5075
Birch Capital Management
Texas
$86.5K -$19.4K -29 -18%
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203
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