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Name Holding Trade Value Shares
Change 		Change in
Stake
CBT
3251
Crews Bank & Trust
Florida
$197K +$11K +90 +6%
NECFA
3252
New England Capital Financial Advisors
Connecticut
$192K – – –
MMC
3253
Mizuho Markets Cayman
Cayman Islands
$192K +$195K +1,600 New
BCPWM
3254
Bradley & Co Private Wealth Management
Florida
$188K -$14.6K -120 -7%
FC
3255
Financial Consulate
Maryland
$187K +$190K +1,560 New
BC
3256
Barrett & Company
Rhode Island
$181K +$73.2K +600 +66%
PP
3257
Pingora Partners
Wyoming
$180K – – –
RWM
3258
RMG Wealth Management
Wisconsin
$179K – – –
CFD
3259
Creative Financial Designs
Indiana
$175K -$338K -2,770 -65%
BWM
3260
Bernard Wealth Management
Michigan
$170K +$4.88K +40 +3%
LD
3261
Lipe & Dalton
New York
$168K – – –
W
3262
WealthCollab
Washington
$168K – – –
MS
3263
Mizuho Securities
Japan
$168K -$97.6K -800 -36%
CTWM
3264
Cherry Tree Wealth Management
Minnesota
$168K – – –
CVM
3265
Cheviot Value Management
California
$166K – – –
SSG
3266
Summit Securities Group
New York
$165K +$168K +1,380 New
S
3267
Sachetta
Massachusetts
$164K -$2.44K -20 -1%
FCT
3268
Family Capital Trust
Massachusetts
$157K +$160K +1,310 New
RFG
3269
REAP Financial Group
Texas
$151K -$320K -2,620 -68%
GK
3270
Graney & King
New York
$151K – – –
VNA
3271
Valley National Advisers
Pennsylvania
$151K -$3.66K -30 -2%
FCMT
3272
Founders Capital Management (Texas)
Texas
$150K – – –
CCMW
3273
Cypress Capital Management (Wyoming)
Wyoming
$149K +$150K +1,230 +12,300%
CSB
3274
City State Bank
Iowa
$145K -$3.66K -30 -2%
FA
3275
Financial Avengers
California
$144K +$6.1K +50 +4%
129 130
131
132 133