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Name Holding Trade Value Shares
Change 		Change in
Stake
BNMT
4976
Bawa N Mallick Trust
New York
$1M – – –
ARAM
4977
Ardmore Road Asset Management
New York
$1M +$1.03M +5,000 New
BF
4978
Brooklyn FI
New York
$999K +$324K +1,577 +50%
YAVAPFMC
4979
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$997K – – –
HAFS
4980
Hapanowicz & Associates Financial Services
Pennsylvania
$996K +$7.2K +35 +0.7%
EC
4981
Estate Counselors
Wisconsin
$992K – – –
MBI
4982
May Barnhard Investments
Maryland
$989K +$112K +546 +12%
BFG
4983
Beto Financial Group
Idaho
$989K +$96.2K +468 +11%
LWM
4984
Latko Wealth Management
Illinois
$989K -$55.7K -271 -5%
RW
4985
REDW Wealth
New Mexico
$988K +$120K +585 +13%
CCM
4986
Ciovacco Capital Management
Georgia
$988K – – –
AWF
4987
Alpha Wealth Funds
Utah
$987K +$74.8K +364 +8%
IW
4988
Imprint Wealth
South Carolina
$987K +$8.63K +42 +0.9%
DCM
4989
Davis Capital Management
Florida
$984K +$185K +899 +22%
SWM
4990
SpringVest Wealth Management
Texas
$983K -$18.9K -92 -2%
TT
4991
TI-Trust
Illinois
$980K -$10.3K -50 -1%
FF
4992
Foronjy Financial
California
$979K +$4.73K +23 +0.5%
ATWA
4993
Arbor Trust Wealth Advisors
Michigan
$977K -$81.8K -398 -8%
MP
4994
Moment Partners
California
$975K -$84.3K -410 -8%
CWA
4995
Cascade Wealth Advisors
Washington
$974K +$82.2K +400 +10%
RWM
4996
Refined Wealth Management
Utah
$966K -$4.11K -20 -0.4%
PWP
4997
Phillips Wealth Planners
Mississippi
$966K +$388K +1,889 +63%
FF
4998
Friday Financial
Iowa
$963K +$35.2K +171 +4%
OPTFSNA
4999
Old Point Trust & Financial Services N A
Virginia
$962K -$16.2K -79 -2%
TIC
5000
TriCert Investment Counsel
$962K +$989K +4,808 New
198 199
200
201 202