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Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
5751
Tumwater Wealth Management
Idaho
$253K – – –
TIA
5752
Tandem Investment Advisors
South Carolina
$251K +$258K +1,255 New
NPPM
5753
North Point Portfolio Managers
Ohio
$251K +$8.02K +39 +3%
BFS
5754
Beacon Financial Strategies
North Carolina
$250K +$411 +2 +0.2%
MF
5755
Meridian Financial
Massachusetts
$250K – – –
CFS
5756
Compass Financial Services
Iowa
$250K +$411 +2 +0.2%
IPW
5757
Inlet Private Wealth
Florida
$250K – – –
BIM
5758
Breakwater Investment Management
Washington
$249K +$15K +73 +6%
RWM
5759
Ruedi Wealth Management
Illinois
$249K +$256K +1,243 New
1IA
5760
1620 Investment Advisors
Massachusetts
$248K +$51.8K +252 +26%
CAIM
5761
Catherine Avery Investment Management
Florida
$247K – – –
FAM
5762
Forte Asset Management
New York
$247K – – –
SPA
5763
Shore Point Advisors
New Jersey
$246K -$308K -1,499 -55%
SCS
5764
Southern Capital Services
Alabama
$245K – – –
DWA
5765
Delos Wealth Advisors
Texas
$244K +$102K +497 +69%
HC
5766
Hoese & Co
Minnesota
$244K – – –
NA
5767
Novus Advisors
South Carolina
$243K +$250K +1,214 New
GSEP
5768
Golden State Equity Partners
California
$243K -$84.7M -412,032 -100%
GFP
5769
Gainline Financial Partners
Colorado
$242K +$249K +1,211 New
EU
5770
Emory University
Georgia
$242K – – –
GOCP
5771
Great Oak Capital Partners
Massachusetts
$241K -$39.5K -192 -14%
LEFP
5772
Leading Edge Financial Planning
Tennessee
$241K -$61.3K -298 -20%
MPIA
5773
Milestones Private Investment Advisors
New York
$240K +$411 +2 +0.2%
BA
5774
Blueline Advisors
New Hampshire
$240K – – –
HA
5775
Hyposwiss Advisors
$240K – – –
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