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Name Holding Trade Value Shares
Change 		Change in
Stake
LJCM
4701
Lee Johnson Capital Management
Texas
$273K -$287K -915 -53%
BWM
4702
Biltmore Wealth Management
Arizona
$272K +$313 +1 +0.1%
LG
4703
LAM Group
Oregon
$272K -$31.3K -100 -11%
IFU
4704
iSAM Funds (UK)
United Kingdom
$271K +$249K +796 New
NIA
4705
NIA Impact Advisors
California
$271K +$4.07K +13 +2%
IAMH
4706
IvyRock Asset Management (HK)
Hong Kong
$269K +$248K +790 New
PWM
4707
Pacific Wealth Management
California
$265K +$313 +1 +0.1%
SWA
4708
ShankerValleau Wealth Advisors
Illinois
$264K +$243K +776 New
HAFS
4709
Hapanowicz & Associates Financial Services
Pennsylvania
$264K – – –
BCM
4710
Beddow Capital Management
Wyoming
$264K – – –
WAM
4711
Weinberger Asset Management
California
$264K +$243K +774 New
TB
4712
Terril Brothers
Missouri
$262K +$13.5K +43 +6%
SC
4713
Skylands Capital
Wisconsin
$261K -$7.83K -25 -3%
LGWM
4714
Litman Gregory Wealth Management
California
$260K -$3.02M -9,637 -93%
HFA
4715
Highland Financial Advisors
New Jersey
$260K -$274K -873 -53%
NFP
4716
NorthLanding Financial Partners
New York
$259K -$884K -2,820 -79%
CWAF
4717
Core Wealth Advisors (Florida)
Florida
$257K -$12.2K -39 -5%
GFG
4718
GR Financial Group
Arizona
$252K +$627 +2 +0.3%
XT
4719
XTX Topco
Cayman Islands
$251K -$141K -449 -38%
PPWM
4720
PFG Private Wealth Management
Florida
$250K – – –
AA
4721
Axiom Advisory
California
$249K +$313 +1 +0.1%
CC
4722
Corton Capital
Ontario, Canada
$249K +$11.6K +37 +5%
EL
4723
EQ LLC
Washington
$247K – – –
WRM
4724
Weybosset Research & Management
Rhode Island
$243K -$364K -1,160 -62%
WFS
4725
Weitzel Financial Services
Iowa
$242K – – –
187 188
189
190 191