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Name Holding Trade Value Shares
Change 		Change in
Stake
FCFC
3851
First Citizens Financial Corp
Iowa
$796K +$36.1K +306 +5%
CP
3852
Castleview Partners
Texas
$795K +$112K +950 +17%
DFCM
3853
Dark Forest Capital Management
Puerto Rico
$794K +$773K +6,541 New
AW
3854
Atlas Wealth
Ohio
$794K -$900K -7,616 -54%
RI
3855
RWWM Inc
California
$793K -$23.6K -200 -3%
DWS
3856
Discipline Wealth Solutions
South Carolina
$792K +$771K +6,523 New
KA
3857
Kure Advisory
Minnesota
$792K +$10.4K +88 +1%
CP
3858
Capital Planning
Washington
$790K +$506K +4,280 +192%
MAP
3859
Moody Aldrich Partners
Massachusetts
$790K -$265K -2,241 -26%
MF
3860
Montis Financial
Massachusetts
$790K +$44.5K +377 +6%
FL
3861
FreeGulliver LLC
Louisiana
$789K +$767K +6,493 New
PPW
3862
Pasadena Private Wealth
California
$788K -$43.4K -367 -5%
EAM
3863
Everstar Asset Management
North Carolina
$788K +$766K +6,488 New
JHP
3864
James Hambro & Partners
United Kingdom
$787K -$47.2K -400 -6%
HIM
3865
Harbour Investment Management
Washington
$787K +$765K +6,478 New
SWM
3866
Shakespeare Wealth Management
Wisconsin
$786K -$380K -3,221 -33%
BBW
3867
Blue Barn Wealth
Utah
$785K +$78.9K +668 +12%
SWMG
3868
Sanchez Wealth Management Group
Florida
$785K – – –
CMAI
3869
Capital Management Associates Inc
Minnesota
$783K +$65.7K +556 +9%
MAM
3870
Mainsail Asset Management
Alabama
$782K +$5.08K +43 +0.7%
TFG
3871
Tull Financial Group
Virginia
$781K +$760K +6,434 New
DW
3872
Durante & Waters
New York
$781K +$56.1K +475 +8%
FBT
3873
First Bankers Trust
Kentucky
$779K -$36K -305 -5%
DWA
3874
Delap Wealth Advisory
Oregon
$779K -$452K -3,826 -37%
TWM
3875
TSA Wealth Management
Texas
$778K +$193K +1,638 +34%
153 154
155
156 157