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Name Holding Trade Value Shares
Change 		Change in
Stake
LPP
5176
Life Planning Partners
Florida
$146K +$138K +389 New
FC
5177
Family CFO
California
$133K -$1.78K -5 -1%
BSWA
5178
Bromfield Sneider Wealth Advisors
Massachusetts
$133K – – –
LFA
5179
Legend Financial Advisors
Pennsylvania
$129K +$14.9K +42 +14%
CI
5180
Cordant Inc
Oregon
$129K +$106K +298 +648%
CWA
5181
Carolina Wealth Advisors
South Carolina
$115K – – –
GC
5182
Giverny Capital
Quebec, Canada
$108K -$1.18M -3,312 -92%
TWP
5183
TFO Wealth Partners
Ohio
$107K -$572K -1,606 -85%
PP
5184
Paloma Partners
Connecticut
$98.1K +$92.9K +261 New
TFG
5185
Team Financial Group
California
$89.3K +$11.4K +32 +16%
KSWA
5186
Kathleen S. Wright Associates
Pennsylvania
$87.2K +$50.9K +143 +161%
EC
5187
EntryPoint Capital
New York
$86.9K +$82.2K +231 New
CW
5188
Cooksen Wealth
Texas
$86.1K +$81.5K +229 New
IHWM
5189
Iron Horse Wealth Management
Iowa
$83.9K – – –
BFS
5190
Bare Financial Services
Pennsylvania
$81.6K +$77.2K +217 New
MDCM
5191
Morgan Dempsey Capital Management
Wisconsin
$80.8K -$12.5K -35 -14%
GG
5192
Gleason Group
Kentucky
$75.2K – – –
PS
5193
PayPay Securities
Japan
$71K +$12.8K +36 +24%
APW
5194
Atlantic Private Wealth
North Carolina
$69.2K – – –
WFA
5195
Wells Financial Advisors
Massachusetts
$63.9K – – –
NICM
5196
Neo Ivy Capital Management
New York
$58K +$54.5K +153 New
MG
5197
MilWealth Group
Wisconsin
$56.4K – – –
MCM
5198
MidAtlantic Capital Management
Virginia
$55.7K +$52.7K +148 New
4FG
5199
4Thought Financial Group
New York
$48.1K +$45.6K +128 New
BG
5200
Bellevue Group
Switzerland
$45.9K +$43.4K +122 New
206 207
208
209 210