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Name Holding Trade Value Shares
Change 		Change in
Stake
CF
5101
Conquis Financial
California
$56.8K – – –
PSB
5102
Piscataqua Savings Bank
New Hampshire
$54.8K +$2K +3 +4%
CAM
5103
Capco Asset Management
Florida
$54.1K +$4.67K +7 +9%
MS
5104
Monetary Solutions
Ohio
$52.8K +$53.4K +80 New
MTI
5105
Merrithew & Thorsten Inc
California
$52K +$52.8K +79 New
FW
5106
Fairway Wealth
Ohio
$51.5K +$14K +21 +37%
CYG
5107
Clean Yield Group
Vermont
$50.8K – – –
MBFW
5108
Morton Brown Family Wealth
Pennsylvania
$49.5K -$55.4K -83 -53%
NL
5109
NorthAvenue LLC
Ohio
$49.5K +$50.1K +75 New
EF
5110
Entrust Financial
Pennsylvania
$48.2K +$48.7K +73 New
WW
5111
Winnow Wealth
Texas
$47.6K -$45.4K -68 -49%
DWA
5112
Delos Wealth Advisors
Texas
$47.5K -$39.4K -59 -45%
KCM
5113
Key Capital Management
Tennessee
$47.5K +$48.1K +72 New
MAFA
5114
MJT & Associates Financial Advisory
Minnesota
$46.9K +$4.67K +7 +11%
GF
5115
GGM Financials
Ohio
$45.5K – – –
MEG
5116
Millstone Evans Group
Colorado
$44.9K – – –
CWA
5117
Carolina Wealth Advisors
South Carolina
$42.2K +$2.67K +4 +7%
SHF
5118
Safe Harbor Fiduciary
Florida
$41.6K +$42.1K +63 New
TLA
5119
Tanglewood Legacy Advisors
Texas
$40.3K – – –
PSFG
5120
Park Square Financial Group
Georgia
$39.2K +$5.34K +8 +14%
QL
5121
Quarry LP
New York
$34.3K -$493K -739 -93%
PS
5122
PayPay Securities
Japan
$33.7K +$7.34K +11 +28%
AT
5123
Avenir Tech
Hong Kong
$33K – – –
DCM
5124
Davis Capital Management
Florida
$32.4K +$668 +1 +2%
LIM
5125
Longfellow Investment Management
Massachusetts
$31K -$2.68M -4,010 -99%
203 204
205
206 207