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Name Holding Trade Value Shares
Change 		Change in
Stake
BFS
3951
Burr Financial Services
California
$315K – – –
QCM
3952
Qsemble Capital Management
New York
$315K +$295K +918 New
VC
3953
Vicus Capital
Pennsylvania
$315K -$43K -134 -13%
ACM
3954
Ardent Capital Management
Ohio
$315K – – –
SFB
3955
STAR Financial Bank
Indiana
$315K +$19.3K +60 +7%
AFC
3956
Ares Financial Consulting
California
$314K – – –
FPGK
3957
Financial Partners Group (Kansas)
Kansas
$314K +$24.7K +77 +9%
AWM
3958
Able Wealth Management
New Jersey
$314K +$314K +977 New
IG
3959
IFS Group
Pennsylvania
$314K +$1.28K +4 +0.4%
RWM
3960
Raffa Wealth Management
District of Columbia
$314K +$36.6K +114 +14%
GWM
3961
Greenline Wealth Management
Florida
$312K -$65.5K -204 -18%
PFA
3962
Pathway Financial Advisors
Vermont
$312K -$94.4K -294 -25%
AMG
3963
Asset Management Group
Connecticut
$312K +$321 +1 +0.1%
HAS
3964
Holland Advisory Services
Florida
$311K +$26K +81 +10%
BA
3965
Ballew Advisors
Mississippi
$310K +$321 +1 +0.1%
SFG
3966
Synergy Financial Group
California
$310K -$4.17K -13 -1%
FFP
3967
Forbes Financial Planning
Rhode Island
$310K – – –
B
3968
Bensler
Washington
$310K -$35K -109 -11%
EWM
3969
Endowment Wealth Management
Wisconsin
$309K -$45.9K -143 -14%
GB
3970
Goepper Burkhardt
South Carolina
$309K – – –
SC
3971
Schulhoff & Co
Ohio
$309K – – –
WG
3972
WMS Group
Louisiana
$309K – – –
CIAM
3973
Caitong International Asset Management
Hong Kong
$308K -$6.4M -19,921 -96%
WMA
3974
William Mack & Associates
Michigan
$308K +$288K +898 New
WAG
3975
Windsor Advisory Group
Ohio
$308K +$288K +898 New
157 158
159
160 161