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Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
5801
Socha Financial Group
New York
$209K +$211K +496 New
AA
5802
AF Advisors
California
$208K – – –
PPW
5803
PACK Private Wealth
Minnesota
$208K – – –
WPWM
5804
Windward Private Wealth Management
Kansas
$207K -$213K -500 -50%
VI
5805
Versor Investments
New York
$207K +$209K +490 New
APW
5806
Atlantic Private Wealth
North Carolina
$204K +$40.5K +95 +24%
MAV
5807
Mason & Associates (Virginia)
Virginia
$204K +$206K +483 New
RC
5808
Rareview Capital
Nevada
$203K – – –
LFA
5809
Livelsberger Financial Advisory
Ohio
$202K +$426 +1 +0.2%
RAM
5810
Revere Asset Management
Texas
$202K +$204K +479 New
KFSN
5811
Keystone Financial Services (Nebraska)
Nebraska
$202K +$204K +479 New
SFG
5812
Sage Financial Group
Pennsylvania
$201K -$4.26K -10 -2%
KPP
5813
Kings Path Partners
Texas
$199K -$9.37K -22 -4%
YAL
5814
Your Advocates Ltd
Texas
$191K +$426 +1 +0.2%
FF
5815
Finley Financial
Nevada
$190K +$190K +445 New
SWM
5816
Sanctuary Wealth Management
Idaho
$187K – – –
SC
5817
Stance Capital
Massachusetts
$182K +$184K +432 New
DEM
5818
Disciplined Equity Management
Florida
$181K – – –
MS
5819
Mizuho Securities
Japan
$178K -$1.01M -2,380 -85%
FWM
5820
FLP Wealth Management
Arkansas
$178K +$180K +423 New
CWM
5821
Consultiva Wealth Management
Puerto Rico
$169K +$171K +402 New
EPW
5822
Endeavor Private Wealth
Kansas
$168K +$170K +399 New
PWM
5823
Parkworth Wealth Management
California
$165K +$167K +391 New
EA
5824
Evolution Advisers
Virginia
$164K – – –
VARA
5825
Value Aligned Research Advisors
New Jersey
$161K -$681K -1,598 -81%
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233
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