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Name Holding Trade Value Shares
Change 		Change in
Stake
USWIA
3976
UP Strategic Wealth Investment Advisors
Pennsylvania
$2.89M +$133K +714 +5%
MA
3977
MKT Advisors
California
$2.89M +$151K +810 +7%
SCM
3978
Stonehearth Capital Management
Massachusetts
$2.88M +$5.04K +27 +0.2%
OFS
3979
Oldfather Financial Services
Nebraska
$2.88M – – –
PIA
3980
Pinion Investment Advisors
Kansas
$2.87M -$155K -832 -6%
XSC
3981
X-Square Capital
Puerto Rico
$2.87M +$314K +1,685 +14%
CFC
3982
Coyle Financial Counsel
Illinois
$2.87M – – –
ONSWM
3983
Old North State Wealth Management
North Carolina
$2.86M +$144K +770 +6%
SWM
3984
SFG Wealth Management
Maryland
$2.86M -$77.8K -417 -3%
IC
3985
Iconiq Capital
California
$2.86M -$3.28M -17,578 -56%
PCM
3986
Permanent Capital Management
Illinois
$2.86M +$2.6M +13,917 New
KWA
3987
Kellett Wealth Advisors
Ohio
$2.85M -$103K -550 -4%
SI
3988
Shaker Investments
Ohio
$2.84M -$7.83K -42 -0.3%
FAM
3989
Fenimore Asset Management
New York
$2.84M – – –
CWA
3990
Capital Wealth Alliance
Arizona
$2.84M +$19.6K +105 +0.8%
EP
3991
Elkhorn Partners
Nebraska
$2.83M +$18.6K +100 +0.7%
FFWA
3992
Forthright Family Wealth Advisory
Texas
$2.83M +$104K +559 +4%
SAW
3993
Signal Advisors Wealth
Michigan
$2.83M -$3.36M -17,997 -57%
OWIM
3994
Old West Investment Management
California
$2.83M -$233K -1,250 -9%
SMF
3995
Sterling Manor Financial
New York
$2.82M -$508K -2,725 -17%
LSA
3996
Lansing Street Advisors
Pennsylvania
$2.82M +$1.36M +7,308 +120%
BCM
3997
BluePointe Capital Management
California
$2.82M -$801K -4,297 -24%
SHWM
3998
Smith & Howard Wealth Management
Georgia
$2.82M -$8.77K -47 -0.4%
FA
3999
Financial Alternatives
California
$2.81M +$1.27M +6,791 +103%
AWA
4000
Alaska Wealth Advisors
Alaska
$2.81M -$94.9K -509 -4%
158 159
160
161 162