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Name Holding Trade Value Shares
Change 		Change in
Stake
IWS
5826
Intentional Wealth Strategies
Colorado
$449K +$507K +1,212 New
PFS
5827
Professional Financial Solutions
Virginia
$448K -$73.6K -176 -13%
HIA
5828
HTG Investment Advisors
Connecticut
$446K -$13K -31 -3%
SMAM
5829
Sugar Maple Asset Management
Wisconsin
$444K +$29.3K +70 +6%
CD
5830
Capital Developers
North Carolina
$444K +$15.9K +38 +3%
AFA
5831
Alpha Financial Advisors
North Carolina
$443K -$2.51K -6 -0.5%
BC
5832
Bridgefront Capital
Texas
$442K -$4.07M -9,715 -89%
PCM
5833
Polymer Capital Management
New York
$441K -$87.5K -209 -15%
SC
5834
Schiavi & Co
Delaware
$440K +$7.53K +18 +2%
AI
5835
AdvisorShares Investments
Maryland
$438K +$83.7K +200 +20%
MWA
5836
Mills Wealth Advisors
Texas
$437K +$61.5K +147 +14%
FOFP
5837
Fee-Only Financial Planning
South Carolina
$436K +$7.95K +19 +2%
VFIC
5838
Valley Forge Investment Consultants
Pennsylvania
$436K +$55.2K +132 +13%
JCIA
5839
Jackson Creek Investment Advisors
Colorado
$435K -$1.67K -4 -0.3%
TAWM
5840
Three Arch Wealth Management
California
$433K -$14.2K -34 -3%
HWMT
5841
Heritage Wealth Management (Texas)
Texas
$432K +$22.6K +54 +5%
SC
5842
Steph & Co
Wisconsin
$431K -$70.3K -168 -13%
CWWM
5843
Curry Webb Wealth Management
Indiana
$428K -$18K -43 -4%
ADMI
5844
Albert D. Mason Inc
Massachusetts
$428K +$258K +616 +114%
WWWM
5845
White Wing Wealth Management
Texas
$426K +$20.9K +50 +5%
MGI
5846
Miller Global Investments
Texas
$424K +$294K +703 +159%
MFG
5847
Marmo Financial Group
Tennessee
$424K +$418 +1 +0.1%
PJC
5848
Phillip James Consulting
Minnesota
$423K +$28.9K +69 +6%
DIM
5849
DC Investments Management
Virginia
$423K – – –
TIM
5850
Triad Investment Management
California
$422K – – –
232 233
234
235 236