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Name Holding Trade Value Shares
Change 		Change in
Stake
PVI
5851
Pura Vida Investments
New York
$580K +$601K +1,200 New
CWWM
5852
Curry Webb Wealth Management
Indiana
$580K +$601K +1,200 New
TCM
5853
TT Capital Management
California
$580K -$252K -503 -30%
BFP
5854
Beacon Financial Planning
Massachusetts
$574K -$1K -2 -0.2%
MGWA
5855
Monument Group Wealth Advisors
Massachusetts
$573K +$69.7K +139 +13%
MF
5856
Midwestern Financial
Iowa
$573K +$1K +2 +0.2%
DCM
5857
Delaney Capital Management
$573K +$593K +1,184 New
OFG
5858
Omega Financial Group
California
$571K -$61.6K -123 -9%
JCIA
5859
Jackson Creek Investment Advisors
Colorado
$570K -$14K -28 -2%
PAP
5860
Persistent Asset Partners
Hong Kong
$568K +$588K +1,174 New
LWMNY
5861
Landmark Wealth Management (New York)
New York
$567K -$1.5K -3 -0.3%
ARA
5862
Approach Retirement Advisors
Alabama
$566K +$586K +1,170 New
SC
5863
Schiavi & Co
Delaware
$566K -$100K -200 -15%
TCTWM
5864
Three Cord True Wealth Management
Pennsylvania
$564K +$37.1K +74 +7%
CSW
5865
Cogent Strategic Wealth
Illinois
$562K +$605K +1,207 New
BWA
5866
Bestgate Wealth Advisors
Maryland
$562K +$57.6K +115 +11%
CD
5867
Capital Developers
North Carolina
$561K +$582K +1,161 New
HOWA
5868
Hudson Oak Wealth Advisory
New Jersey
$561K +$581K +1,160 New
FOFP
5869
Fee-Only Financial Planning
South Carolina
$561K -$33.6K -67 -5%
SC
5870
Scratch Capital
Idaho
$560K +$90.2K +180 +18%
SA
5871
Sacks & Associates
New Jersey
$557K +$577K +1,152 New
FA
5872
Fountainhead AM
New Jersey
$556K -$5.22M -10,419 -90%
MFG
5873
Marmo Financial Group
Tennessee
$553K -$2.51K -5 -0.4%
DIM
5874
DC Investments Management
Virginia
$552K – – –
TIM
5875
Triad Investment Management
California
$551K +$571K +1,139 New
233 234
235
236 237