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Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
3401
Praetorian Wealth Management
California
$406K -$795 -2 -0.2%
GF
3402
GGM Financials
Ohio
$405K – – –
BFS
3403
Baskin Financial Services
Ontario, Canada
$405K – – –
SPA
3404
Sentinel Pension Advisors
Massachusetts
$404K +$69.2K +174 +20%
MWM
3405
Melfa Wealth Management
Massachusetts
$404K – – –
GOCP
3406
Great Oak Capital Partners
Massachusetts
$404K – – –
SHIM
3407
Stone House Investment Management
Pennsylvania
$404K +$83.9K +211 +28%
CASB
3408
Cape Ann Savings Bank
Massachusetts
$403K – – –
MWM
3409
Mosley Wealth Management
California
$403K -$109K -274 -22%
BWM
3410
Bernard Wealth Management
Michigan
$403K -$1.99K -5 -0.5%
2L
3411
25 LLC
Missouri
$402K -$27K -68 -7%
RK
3412
Rather & Kittrell
Tennessee
$402K +$105K +263 +38%
CA
3413
Chatterton & Associates
California
$401K +$7.95K +20 +2%
TI
3414
tru Independence
Oregon
$401K +$5.57K +14 +1%
BW
3415
Basepoint Wealth
Iowa
$401K +$40.6K +102 +12%
CAM
3416
Cobblestone Asset Management
Virginia
$400K -$54.1K -136 -13%
HMS
3417
Hanseatic Management Services
New Mexico
$400K -$957K -2,405 -72%
CPA
3418
Clear Point Advisors
New York
$400K -$7.95K -20 -2%
PWS
3419
Pursuit Wealth Strategies
North Carolina
$399K -$37.4K -94 -9%
LTL
3420
Lowery Thomas LLC
California
$398K -$95.5K -240 -20%
CW
3421
Code Waechter
Florida
$398K +$27K +68 +8%
BF
3422
Bonfire Financial
Colorado
$398K – – –
WIP
3423
WealthCare Investment Partners
Rhode Island
$397K – – –
PFA
3424
Professional Financial Advisors
Nebraska
$397K -$610K -1,534 -62%
PC
3425
Permanens Capital
New York
$397K +$375K +944 New
135 136
137
138 139