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MU

Name Holding Trade Value Shares
Change 		Change in
Stake
BWMG
3601
Barnes Wealth Management Group
California
$237K +$154K +205 New
GC
3602
GatePass Capital
Ohio
$237K +$154K +205 New
SBF
3603
Sara-Bay Financial
Florida
$237K +$154K +205 New
TC
3604
TAGStone Capital
North Carolina
$236K +$153K +204 New
CWM
3605
Cadence Wealth Management
Massachusetts
$236K +$153K +204 New
DWM
3606
Defined Wealth Management
Oregon
$235K +$153K +204 New
MFG
3607
MTM Financial Group
Pennsylvania
$235K +$153K +204 New
5W
3608
5T Wealth
California
$235K +$153K +204 New
KV
3609
Kickstand Ventures
New York
$235K +$153K +204 New
RAM
3610
Ramirez Asset Management
New York
$235K -$39K -52 -20%
RWP
3611
Ridgeline Wealth Planning
Ohio
$234K +$152K +203 New
ICMM
3612
Integrated Capital Management (Michigan)
Michigan
$234K +$151K +202 New
GPI
3613
General Partner Inc
Pennsylvania
$233K – – –
FPWM
3614
Five Pine Wealth Management
Idaho
$233K +$151K +202 New
FCB
3615
First County Bank
Connecticut
$232K +$151K +201 New
FC
3616
Fulcrum Capital
Washington
$232K +$151K +201 New
LTM
3617
Lotus Technology Management
Florida
$232K +$151K +201 New
IFPG
3618
Intrepid Financial Planning Group
Indiana
$231K +$150K +200 New
KJHP
3619
K.J. Harrison & Partners
Ontario, Canada
$231K -$2.85M -3,800 -95%
ACM
3620
ACT Capital Management
Pennsylvania
$231K -$975K -1,300 -87%
HPBT
3621
Hickory Point Bank & Trust
Illinois
$231K -$11.2K -15 -7%
CIA
3622
Christian Investment Advisors
Texas
$231K +$150K +200 New
DSA
3623
Droms Strauss Advisors
Missouri
$231K +$150K +200 New
FNT
3624
First Nebraska Trust
Nebraska
$231K +$150K +200 New
GA
3625
Gordian Advisors
Arizona
$231K +$150K +200 New
143 144
145
146 147