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Name Holding Trade Value Shares
Change 		Change in
Stake
CS
4376
Crescent Sterling
Louisiana
$972K +$58.8K +271 +6%
AIM
4377
Anatole Investment Management
Hong Kong
$972K -$52.1M -239,910 -98%
FAM
4378
Flaharty Asset Management
Florida
$968K +$516K +2,377 +88%
MAG
4379
Mayfair Advisory Group
Alabama
$968K -$132K -610 -11%
WC
4380
Westhampton Capital
North Carolina
$967K – – –
VR
4381
Valued Retirements
Texas
$966K +$103K +474 +10%
CIA
4382
Citadel Investment Advisory
Ohio
$965K – – –
SCA
4383
Sassicaia Capital Advisers
New York
$963K +$1.1M +5,060 New
HC
4384
Hara Capital
Washington
$961K -$302K -1,390 -22%
CFIA
4385
Cantor Fitzgerald Investment Advisors
New York
$959K -$6.51K -30 -0.6%
BH
4386
Burk Holdings
Oklahoma
$959K +$37.8K +174 +4%
VWM
4387
Vermillion Wealth Management
Minnesota
$957K -$54.9K -253 -5%
THL
4388
Tillman Hartley LLC
Colorado
$955K -$37.8K -174 -3%
BFS
4389
Burkett Financial Services
South Carolina
$955K +$5.21K +24 +0.5%
HFW
4390
Horizon Family Wealth
Illinois
$953K +$67.1K +309 +7%
BWM
4391
Blossom Wealth Management
California
$953K -$6.94K -32 -0.6%
BW
4392
BXM Wealth
Colorado
$953K +$371K +1,710 +52%
ST
4393
Sentinel Trust
Texas
$949K -$135K -620 -11%
TWA
4394
Tandem Wealth Advisors
Arizona
$949K -$186K -859 -15%
PSC
4395
Prentiss Smith & Co
Vermont
$949K – – –
WFA
4396
Wade Financial Advisory
California
$948K -$1.3K -6 -0.1%
LF
4397
LifePlan Financial
Minnesota
$947K -$99K -456 -8%
T
4398
Tableaux
Massachusetts
$947K +$26.7K +123 +3%
STA
4399
Smith Thornton Advisors
Alabama
$947K +$40.6K +187 +4%
CA
4400
Cambridge Advisors
Nebraska
$946K +$4.34K +20 +0.4%
174 175
176
177 178