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Name Holding Trade Value Shares
Change 		Change in
Stake
MMC
3251
Mizuho Markets Cayman
Cayman Islands
$192K +$195K +1,600 New
BCPWM
3252
Bradley & Co Private Wealth Management
Florida
$188K -$14.6K -120 -7%
FC
3253
Financial Consulate
Maryland
$187K +$190K +1,560 New
BC
3254
Barrett & Company
Rhode Island
$181K +$73.2K +600 +66%
PP
3255
Pingora Partners
Wyoming
$180K – – –
RWM
3256
RMG Wealth Management
Wisconsin
$179K – – –
CFD
3257
Creative Financial Designs
Indiana
$175K -$338K -2,770 -65%
BWM
3258
Bernard Wealth Management
Michigan
$170K +$4.88K +40 +3%
LD
3259
Lipe & Dalton
New York
$168K – – –
W
3260
WealthCollab
Washington
$168K – – –
MS
3261
Mizuho Securities
Japan
$168K -$97.6K -800 -36%
CTWM
3262
Cherry Tree Wealth Management
Minnesota
$168K – – –
CVM
3263
Cheviot Value Management
California
$166K – – –
SSG
3264
Summit Securities Group
New York
$165K +$168K +1,380 New
S
3265
Sachetta
Massachusetts
$164K -$2.44K -20 -1%
FCT
3266
Family Capital Trust
Massachusetts
$157K +$160K +1,310 New
RFG
3267
REAP Financial Group
Texas
$151K -$320K -2,620 -68%
GK
3268
Graney & King
New York
$151K – – –
VNA
3269
Valley National Advisers
Pennsylvania
$151K -$3.66K -30 -2%
FCMT
3270
Founders Capital Management (Texas)
Texas
$150K – – –
CCMW
3271
Cypress Capital Management (Wyoming)
Wyoming
$149K +$150K +1,230 +12,300%
CSB
3272
City State Bank
Iowa
$145K -$3.66K -30 -2%
FA
3273
Financial Avengers
California
$144K +$6.1K +50 +4%
TSMHT
3274
Thurston Springer Miller Herd & Titak
Indiana
$144K -$2.67M -21,910 -95%
NWM
3275
Nova Wealth Management
Florida
$142K -$14.6K -120 -9%
129 130
131
132 133