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Name Holding Trade Value Shares
Change 		Change in
Stake
DW
5801
Durante & Waters
New York
$214K – – –
SFP
5802
Sherwood Financial Partners
California
$213K – – –
WA
5803
Wasatch Advisors
Utah
$213K +$1.02K +2 +0.5%
MAV
5804
Mason & Associates (Virginia)
Virginia
$211K – – –
FF
5805
Friedenthal Financial
New Jersey
$210K +$2.55K +5 +1%
BSG
5806
Black Swift Group
Colorado
$207K -$510K -1,000 -71%
BFS
5807
Bare Financial Services
Pennsylvania
$207K +$35.2K +69 +21%
BNMT
5808
Bawa N Mallick Trust
New York
$207K +$204K +400 New
NC
5809
Nixon Capital
Texas
$207K +$204K +400 New
AAA
5810
AG Asset Advisory
California
$207K +$204K +399 New
HFA
5811
Hippocratic Financial Advisors
California
$205K +$202K +396 New
SWTS
5812
Stonehaven Wealth & Tax Solutions
Wisconsin
$204K +$201K +394 New
DC
5813
Destiny Capital
Colorado
$204K +$200K +393 New
VARA
5814
Value Aligned Research Advisors
New Jersey
$194K -$46.9K -92 -20%
UFF
5815
USA Financial Formulas
Michigan
$187K -$62.2K -122 -25%
NWM
5816
Navigoe Wealth Management
California
$184K +$21.4K +42 +13%
MCA
5817
Midwest Capital Advisors
Michigan
$181K +$2.04K +4 +1%
SHM
5818
Sagard Holdings Management
Ontario, Canada
$163K – – –
WFA
5819
Wells Financial Advisors
Massachusetts
$157K – – –
GCM
5820
Glynn Capital Management
California
$151K -$4.45M -8,716 -97%
HIA
5821
HFM Investment Advisors
New Jersey
$142K -$4.08K -8 -3%
MDCM
5822
Morgan Dempsey Capital Management
Wisconsin
$118K -$6.12K -12 -5%
BG
5823
Bellevue Group
Switzerland
$105K – – –
GG
5824
Gleason Group
Kentucky
$101K +$3.06K +6 +3%
FFP
5825
Frisco Financial Planning
Texas
$101K +$99.5K +195 New
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233
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