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Name Holding Trade Value Shares
Change 		Change in
Stake
MFN
5626
Midwest Financial Network
Illinois
$620K +$5.02K +12 +0.7%
SLWM
5627
Stone Loft Wealth Management
Pennsylvania
$620K +$700K +1,674 New
MAS
5628
MPWM Advisory Solutions
Georgia
$617K +$13K +31 +2%
PFO
5629
PMG Family Office
Texas
$617K +$28K +67 +4%
AAI
5630
American Assets Inc
California
$617K +$62.8M +150,000 New
WWM
5631
Woodside Wealth Management
Massachusetts
$616K – – –
TIM
5632
Total Investment Management
Arizona
$616K +$5.44K +13 +0.8%
DO
5633
denkapparat Operations
Germany
$615K -$536K -1,280 -44%
AC
5634
Avant Capital
Louisiana
$614K -$27.6K -66 -4%
MBI
5635
May Barnhard Investments
Maryland
$614K -$34.7K -83 -5%
TFG
5636
Tull Financial Group
Virginia
$614K -$29.7K -71 -4%
PWM
5637
PTM Wealth Management
United States
$612K +$18K +43 +3%
SF
5638
Strategent Financial
Virginia
$611K – – –
EPI
5639
Eddie Patel Inc
Illinois
$611K -$233K -558 -25%
LP
5640
LGL Partners
Pennsylvania
$610K +$418 +1 +0.1%
CCM
5641
Cutler Capital Management
Massachusetts
$609K – – –
GFM
5642
GEN Financial Management
Minnesota
$609K +$56.5K +135 +9%
BWM
5643
Briggs Wealth Management
Connecticut
$609K – – –
VWM
5644
VanWeelden Wealth Management
Ohio
$609K – – –
BHFP
5645
Blom & Howell Financial Planning
California
$609K -$16.3K -39 -2%
BFA
5646
Bluestem Financial Advisors
Illinois
$606K +$3.77K +9 +0.6%
ML
5647
MLP3 LLC
New Jersey
$605K +$1.25K +3 +0.2%
TWA
5648
Trace Wealth Advisors
California
$604K -$307K -734 -31%
SCM
5649
Sollinda Capital Management
Florida
$603K +$8.37K +20 +1%
NS
5650
Northland Securities
Minnesota
$602K -$44.8K -107 -6%
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