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Name Holding Trade Value Shares
Change 		Change in
Stake
NA
4251
Nordwand Advisors
Pennsylvania
$203K +$1.6K +14 +0.9%
KWM
4252
Kaydan Wealth Management
Michigan
$203K +$177K +1,554 New
HKAM
4253
Horizon Kinetics Asset Management
New York
$201K +$176K +1,544 New
GPA
4254
Guidance Point Advisors
Massachusetts
$201K +$176K +1,540 New
IF
4255
Insight Folios
North Carolina
$200K +$175K +1,536 New
CAM
4256
Costello Asset Management
Pennsylvania
$197K +$11.4K +100 +7%
GC
4257
Gibson Capital
Pennsylvania
$190K -$166K -1,456 -50%
UID
4258
Union Investments & Development
Israel
$169K – – –
CTWM
4259
Cherry Tree Wealth Management
Minnesota
$169K +$148K +1,296 New
NOI
4260
Newton One Investments
Delaware
$167K – – –
LWA
4261
Lowe Wealth Advisors
Maryland
$161K +$3.43K +30 +2%
IWP
4262
IAG Wealth Partners
Wisconsin
$154K -$242K -2,120 -64%
TLA
4263
Tanglewood Legacy Advisors
Texas
$154K +$70.8K +620 +111%
EFMH
4264
E Fund Management (HK)
Hong Kong
$153K +$134K +1,173 New
MAM
4265
Marquette Asset Management
Minnesota
$146K +$23K +201 +22%
ARS
4266
Adirondack Retirement Specialists
New York
$145K -$48K -420 -27%
DF
4267
DecisionPoint Financial
Arizona
$143K – – –
FPF
4268
First Pacific Financial
Washington
$143K +$126K +1,100 New
RDIA
4269
RE Dickinson Investment Advisors
Iowa
$142K -$11.6K -102 -9%
SAM
4270
Sycomore Asset Management
France
$132K -$54.8K -480 -32%
LSA
4271
Lansing Street Advisors
Pennsylvania
$130K -$22.8K -200 -17%
JMF
4272
Johnson Midwest Financial
Iowa
$127K +$4.8K +42 +5%
BCFD
4273
Boit C.F. David
$123K – – –
VF
4274
VitalStone Financial
Texas
$122K +$133K +1,165 +2,330%
TWD
4275
True Wealth Design
Ohio
$121K -$21.1K -185 -17%
169 170
171
172 173