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Name Holding Trade Value Shares
Change 		Change in
Stake
FPWM
6126
Five Pine Wealth Management
Idaho
$203K -$48.1K -119 -18%
HWM
6127
HFR Wealth Management
New York
$203K +$220K +544 New
GM
6128
Granger Management
New York
$203K +$220K +543 New
FVCM
6129
F&V Capital Management
Florida
$201K +$218K +540 New
KPP
6130
Kings Path Partners
Texas
$198K +$45.3K +112 +27%
MAM
6131
Marquette Asset Management
Minnesota
$196K – – –
MAFA
6132
MJT & Associates Financial Advisory
Minnesota
$192K -$19.8K -49 -9%
YAL
6133
Your Advocates Ltd
Texas
$183K +$2.02K +5 +1%
TM
6134
Torren Management
California
$183K -$33.6K -83 -14%
RVM
6135
Robinson Value Management
Texas
$168K – – –
NA
6136
Networth Advisors
Pennsylvania
$167K -$417K -1,030 -70%
FF
6137
Friedenthal Financial
New Jersey
$161K +$405 +1 +0.2%
CCG
6138
Capital CS Group
California
$154K +$168K +414 New
AIM
6139
Access Investment Management
Georgia
$153K – – –
BC
6140
Bulwark Capital
Florida
$147K – – –
VC
6141
Vestor Capital
Illinois
$146K -$42.4M -104,777 -100%
CWM
6142
Consultiva Wealth Management
Puerto Rico
$141K – – –
VARA
6143
Value Aligned Research Advisors
New Jersey
$140K – – –
PIS
6144
POM Investment Strategies
North Carolina
$135K -$23.1K -57 -14%
XAU
6145
XP Advisory US
Florida
$134K +$145K +358 New
EA
6146
Evolution Advisers
Virginia
$129K +$8.9K +22 +7%
NWM
6147
Navigoe Wealth Management
California
$128K +$39.7K +98 +40%
IW
6148
Imprint Wealth
South Carolina
$127K +$6.07K +15 +5%
KFP
6149
Kroeger Financial Partners
California
$121K +$131K +325 New
QL
6150
Quarry LP
New York
$120K +$10.1K +25 +8%
244 245
246
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