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Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
5251
Sage Financial Group
Pennsylvania
$210K -$17.1K -40 -8%
LFA
5252
Livelsberger Financial Advisory
Ohio
$206K – – –
HWM
5253
HFR Wealth Management
New York
$205K – – –
EPM
5254
Elm Partners Management
Pennsylvania
$203K +$201K +471 New
RC
5255
Rareview Capital
Nevada
$203K – – –
OFG
5256
OmniStar Financial Group
North Carolina
$201K +$5.13K +12 +3%
YAL
5257
Your Advocates Ltd
Texas
$195K +$855 +2 +0.4%
SWM
5258
Sanctuary Wealth Management
Idaho
$191K – – –
DEM
5259
Disciplined Equity Management
Florida
$185K – – –
LIA
5260
Luken Investment Analytics
Tennessee
$178K – – –
APW
5261
Atlantic Private Wealth
North Carolina
$167K +$80.8K +189 +95%
EA
5262
Evolution Advisers
Virginia
$167K -$5.56K -13 -3%
UFF
5263
USA Financial Formulas
Michigan
$167K -$1.07M -2,513 -87%
SWS
5264
SYSTM Wealth Solutions
Illinois
$149K -$20.2M -47,279 -99%
FC
5265
Family CFO
California
$145K – – –
CWA
5266
Carolina Wealth Advisors
South Carolina
$145K +$13.3K +31 +10%
GIS
5267
Grayhawk Investment Strategies
Alberta, Canada
$136K – – –
MDCM
5268
Morgan Dempsey Capital Management
Wisconsin
$117K +$38.9K +91 +51%
BFS
5269
Bare Financial Services
Pennsylvania
$93.4K – – –
MFA
5270
McClarren Financial Advisors
Pennsylvania
$92K +$197K +460 +13%
HSA
5271
Hussman Strategic Advisors
Maryland
$90.4K – – –
JSC
5272
J. Stern & Co
United Kingdom
$86.1K -$173K -404 -67%
PS
5273
PayPay Securities
Japan
$84.3K +$23.5K +55 +39%
BG
5274
Bellevue Group
Switzerland
$83.5K +$6.41K +15 +8%
HFS
5275
Horizon Financial Services
North Carolina
$81.8K – – –
209 210
211
212 213