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Name Holding Trade Value Shares
Change 		Change in
Stake
RA
3826
Rise Advisors
New York
$531K +$65.4K +488 +13%
CAG
3827
Compass Advisory Group
New York
$531K -$26.1K -195 -4%
GSWM
3828
Greenup Street Wealth Management
Michigan
$529K -$1.69M -12,647 -75%
RTL
3829
Red Tortoise LLC
Georgia
$529K +$1.21K +9 +0.2%
BCM
3830
Brooktree Capital Management
Michigan
$529K – – –
GCAC
3831
Guardian Capital Advisors (Canada)
Ontario, Canada
$527K +$30.8K +230 +6%
FAM
3832
Flaharty Asset Management
Florida
$527K -$36K -269 -6%
IVP
3833
Intrinsic Value Partners
Arizona
$526K – – –
TWA
3834
Talisman Wealth Advisors
New Jersey
$526K +$22.6K +169 +4%
SNBOSD
3835
Security National Bank of So Dak
Iowa
$525K – – –
HGWM
3836
Horst & Graben Wealth Management
Oregon
$524K +$21.4K +160 +4%
CRI
3837
Commonwealth Retirement Investments
Virginia
$524K – – –
WFMPM
3838
Woodley Farra Manion Portfolio Management
Indiana
$523K +$170K +1,265 +44%
CFAM
3839
Coury Firm Asset Management
Pennsylvania
$521K +$180K +1,343 +49%
FPFS
3840
First Personal Financial Services
North Carolina
$520K -$14.6K -109 -3%
CCP
3841
Cassia Capital Partners
North Carolina
$519K +$14.5K +108 +3%
EGWAG
3842
Elwood & Goetz Wealth Advisory Group
Georgia
$517K +$155K +1,159 +40%
WRM
3843
Weybosset Research & Management
Rhode Island
$515K -$87.1K -650 -14%
ODFS
3844
O'Donnell Financial Services
California
$515K -$26.8K -200 -5%
TIM
3845
Tortoise Investment Management
New York
$515K -$10.9K -81 -2%
NA
3846
Nottingham Advisors
New York
$511K +$29.3K +219 +6%
QT
3847
Quantamental Technologies
New York
$509K -$438K -3,269 -45%
UWM
3848
USAdvisors Wealth Management
Minnesota
$509K +$120K +894 +29%
RBCM
3849
Raub Brock Capital Management
California
$509K +$134 +1 +0%
OPPS
3850
Obsidian Personal Planning Solutions
Maryland
$508K -$2.68K -20 -0.5%
152 153
154
155 156