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Name Holding Trade Value Shares
Change
Change in
Stake
MAS
3401
MPWM Advisory Solutions
Georgia
$188K – – –
VR
3402
Vision Retirement
New Jersey
$186K +$166K +1,770 New
HPWM
3403
High Point Wealth Management
New Jersey
$186K +$166K +1,764 New
E
3404
Entelevest
Florida
$184K +$164K +1,751 New
HIC
3405
Hamrick Investment Counsel
Washington
$183K +$161K +1,720 New
BW
3406
Basepoint Wealth
Iowa
$180K +$161K +1,710 New
SAM
3407
Sherman Asset Management
California
$180K – – –
FFO
3408
Fortitude Family Office
Arizona
$176K -$7.32K -78 -4%
TFGT
3409
TS Financial Group (TSFG)
Illinois
$176K -$9.57K -102 -6%
KFP
3410
Kerr Financial Planning
California
$174K -$1.31K -14 -1%
BCM
3411
Blume Capital Management
California
$174K -$775K -8,254 -83%
SNB
3412
Security National Bank
Nebraska
$172K -$13.2K -141 -8%
RWM
3413
Raffa Wealth Management
District of Columbia
$172K +$5.26K +56 +4%
1NWS
3414
1 North Wealth Services
Maryland
$171K – – –
FDW
3415
Fourth Dimension Wealth
Ohio
$171K +$2.35K +25 +2%
BWM
3416
Bernard Wealth Management
Michigan
$169K +$563 +6 +0.4%
RCM
3417
Richardson Capital Management
Wisconsin
$167K +$1.41K +15 +1%
GF
3418
GGM Financials
Ohio
$167K +$1.31K +14 +0.9%
Sit Investment Associates
3419
Sit Investment Associates
Minnesota
$167K – – –
FCT
3420
First Community Trust
Iowa
$166K – – –
SRCM
3421
Signature Resources Capital Management
California
$164K +$3.29K +35 +2%
AWM
3422
Abound Wealth Management
Tennessee
$164K +$9.29K +99 +7%
TM
3423
Torren Management
California
$161K +$144K +1,534 New
EPW
3424
Evergreen Private Wealth
Colorado
$158K – – –
WA
3425
WPG Advisers
Maryland
$157K +$35.9K +382 +34%