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Name Holding Trade Value Shares
Change 		Change in
Stake
PWS
5101
Peloton Wealth Strategists
Indiana
$883K -$12.3K -60 -1%
SI
5102
Sprott Inc
Ontario, Canada
$883K +$206 +1 +0%
QFPS
5103
Quantum Financial Planning Services
Washington
$881K +$133K +645 +17%
FWM
5104
FFT Wealth Management
Pennsylvania
$881K -$25.7K -125 -3%
FI
5105
FWG Investments
Kentucky
$881K -$156K -757 -15%
PFM
5106
Potomac Fund Management
Florida
$880K +$133K +647 +17%
CIM
5107
Caldwell Investment Management
Ontario, Canada
$880K – – –
JCIA
5108
Jackson Creek Investment Advisors
Colorado
$879K +$239K +1,162 +36%
PP
5109
PFS Partners
New Jersey
$875K +$10.5K +51 +1%
IPS
5110
Investors Portfolio Services
Washington
$875K +$98.1K +477 +12%
6SA
5111
6th Street Advisors
Alabama
$874K -$10.5K -51 -1%
V
5112
Viaable
Pennsylvania
$874K +$909K +4,422 New
PC
5113
Port Capital
Illinois
$872K +$896K +4,359 New
GPW
5114
Gray Private Wealth
Massachusetts
$871K +$206 +1 +0%
GD
5115
Galaxy Digital
New York
$870K -$257K -1,250 -22%
MAFA
5116
MJT & Associates Financial Advisory
Minnesota
$869K +$29.8K +145 +3%
LFP
5117
Lakeshore Financial Planning
Michigan
$869K – – –
OFP
5118
OFC Financial Planning
New Jersey
$869K +$27.8K +135 +3%
MWA
5119
Martel Wealth Advisors
Washington
$868K +$418K +2,033 +88%
MLA
5120
MB, Levis & Associates
Pennsylvania
$868K +$268K +1,304 +43%
VA
5121
Veratis Advisors
North Carolina
$867K +$891K +4,332 New
LA
5122
Layline Advisors
New York
$866K +$201K +977 +29%
BAM
5123
Bosun Asset Management
Illinois
$865K -$56.5K -275 -6%
KFS
5124
Kirkwood Financial Services
Texas
$864K +$206 +1 +0%
LI
5125
LDIC Inc
$863K +$886K +4,311 New
203 204
205
206 207