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Name Holding Trade Value Shares
Change 		Change in
Stake
CMTU
5251
Capital Markets Trading (UK)
United Kingdom
$553K +$582K +3,172 New
CAP
5252
Columbia Advisory Partners
Washington
$552K +$161K +875 +38%
TFM
5253
Trademark Financial Management
Minnesota
$551K +$105K +573 +22%
BC
5254
Bridgefront Capital
Texas
$549K -$1.68M -9,171 -74%
MAWAG
5255
Mid-American Wealth Advisory Group
Missouri
$548K – – –
BF
5256
Brooklyn FI
New York
$546K +$6.05K +33 +1%
RTL
5257
Red Tortoise LLC
Georgia
$545K +$3.67K +20 +0.6%
BWA
5258
Boulder Wealth Advisors
Colorado
$545K -$58.2K -317 -9%
AAM
5259
Auxier Asset Management
Oregon
$545K +$43.7K +238 +8%
FF
5260
Fortitude Financial
Washington
$544K -$15.2K -83 -3%
DFP
5261
Donalies Financial Planning
District of Columbia
$541K +$99.3K +541 +21%
BFA
5262
Brown Financial Advisory
Alabama
$541K -$36K -196 -6%
AA
5263
Auctus Advisors
North Carolina
$540K – – –
AWP
5264
Atlas Wealth Partners
Pennsylvania
$540K – – –
PBK
5265
Peoples Bank (Kansas)
Kansas
$540K +$28.3K +154 +5%
LAS
5266
Legacy Advisory Services
Pennsylvania
$539K +$567K +3,090 New
PSIWM
5267
Paradigm Strategies in Wealth Management
Minnesota
$538K -$917 -5 -0.2%
CC
5268
Climber Capital
Switzerland
$536K +$56.9K +310 +11%
BRIA
5269
Balanced Rock Investment Advisors
Massachusetts
$536K +$250K +1,365 +80%
CCM
5270
Condor Capital Management
New Jersey
$536K -$147K -800 -21%
AF
5271
ASL Financial
California
$535K +$2.94K +16 +0.5%
SIC
5272
Shoker Investment Counsel
Ohio
$535K – – –
BFG
5273
Baron Financial Group
New Jersey
$535K -$54.5K -297 -9%
DWM
5274
DeLarme Wealth Management
California
$534K +$62.4K +340 +13%
CWM
5275
Core Wealth Management
Florida
$533K -$734 -4 -0.1%
209 210
211
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