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Name Holding Trade Value Shares
Change 		Change in
Stake
QFPS
5151
Quantum Financial Planning Services
Washington
$656K +$51.4K +280 +8%
PFM
5152
Potomac Fund Management
Florida
$654K -$5.87K -32 -0.8%
DFG
5153
Dynamic Financial Group
Iowa
$654K +$4.22K +23 +0.6%
MGCM
5154
Mane Global Capital Management
New York
$653K -$59.5M -324,213 -99%
FAM
5155
Frontier Asset Management
Wyoming
$652K +$332K +1,807 +94%
DAS
5156
DMKC Advisory Services
Iowa
$652K -$182K -990 -21%
OWA
5157
Oak Wealth Advisors
Illinois
$651K +$284K +1,550 +71%
PWM
5158
PTM Wealth Management
United States
$649K +$320K +1,746 +91%
CWP
5159
Clark Wealth Partners
Illinois
$649K -$28.8K -157 -4%
DMBA
5160
Deseret Mutual Benefit Administrators
Utah
$647K +$367K +2,002 +117%
PCM
5161
Peirce Capital Management
Texas
$647K – – –
OIS
5162
Okabena Investment Services
Minnesota
$645K +$58.3K +318 +9%
IVP
5163
Intrinsic Value Partners
Arizona
$644K – – –
SIA
5164
Sovereign Investment Advisors
Arizona
$640K +$673K +3,671 New
BIM
5165
Barton Investment Management
Pennsylvania
$639K -$64.2K -350 -9%
5SA
5166
5th Street Advisors
Connecticut
$638K -$36.1K -197 -5%
GS
5167
Gagnon Securities
New York
$637K -$3.09M -16,862 -82%
CWM
5168
Chronos Wealth Management
Florida
$635K +$302K +1,648 +83%
BIA
5169
BHK Investment Advisors
Alabama
$633K +$51.4K +280 +8%
BWM
5170
Base Wealth Management
Florida
$631K -$264K -1,439 -28%
FRM
5171
Fox Run Management
Connecticut
$630K +$699K +3,812 New
OFG
5172
Omega Financial Group
California
$628K +$15.6K +85 +2%
FF
5173
Farnam Financial
Arizona
$627K -$183K -1,000 -22%
T
5174
TrueFG
Texas
$627K +$14.3K +78 +2%
CFP
5175
Cypress Financial Planning
New Jersey
$626K +$69.3K +378 +12%
205 206
207
208 209