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Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
5201
Legend Financial Advisors
Pennsylvania
$180K +$33.6K +83 +24%
SWM
5202
Sanctuary Wealth Management
Idaho
$179K – – –
HSA
5203
Hussman Strategic Advisors
Maryland
$177K – – –
LIA
5204
Luken Investment Analytics
Tennessee
$174K – – –
EA
5205
Evolution Advisers
Virginia
$170K -$8.5K -21 -5%
CBC
5206
Coombe, Bender & Co
New York
$162K +$156K +385 New
BGC
5207
Beutel, Goodman & Co
Ontario, Canada
$162K -$10.1K -25 -6%
FC
5208
Family CFO
California
$142K -$6.48K -16 -5%
CWA
5209
Carolina Wealth Advisors
South Carolina
$129K +$405 +1 +0.3%
IHWM
5210
Iron Horse Wealth Management
Iowa
$128K +$33.2K +82 +37%
MDCM
5211
Morgan Dempsey Capital Management
Wisconsin
$86.2K -$4.05K -10 -5%
BFS
5212
Bare Financial Services
Pennsylvania
$84.5K – – –
GG
5213
Gleason Group
Kentucky
$84.3K – – –
APW
5214
Atlantic Private Wealth
North Carolina
$81.7K +$4.05K +10 +5%
HFS
5215
Horizon Financial Services
North Carolina
$79.9K +$76.9K +190 New
BG
5216
Bellevue Group
Switzerland
$75.7K +$23.5K +58 +48%
WFA
5217
Wells Financial Advisors
Massachusetts
$71.5K – – –
EC
5218
EntryPoint Capital
New York
$69.8K -$26.3K -65 -28%
PS
5219
PayPay Securities
Japan
$66.1K -$12.5K -31 -16%
MCM
5220
MidAtlantic Capital Management
Virginia
$62.3K – – –
MG
5221
MilWealth Group
Wisconsin
$58.9K -$4.05K -10 -7%
RCM
5222
Richardson Capital Management
Wisconsin
$58.6K +$52.2K +129 +1,290%
PP
5223
Paloma Partners
Connecticut
$54.7K -$53K -131 -50%
4FG
5224
4Thought Financial Group
New York
$53.9K – – –
TWP
5225
TFO Wealth Partners
Ohio
$50.1K -$66.8K -165 -58%
207 208
209
210 211