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Name Holding Trade Value Shares
Change 		Change in
Stake
RW
1826
REDW Wealth
New Mexico
$203K +$183K +950 New
CBT
1827
Capital Bank & Trust
California
$202K -$169K -880 -48%
LSC
1828
Lesa Sroufe & Co
Washington
$202K -$56.7K -295 -24%
TSS
1829
Two Sigma Securities
New York
$202K +$181K +942 New
BST
1830
Bath Savings Trust
Maine
$201K -$86.5K -450 -32%
CWA
1831
Clearview Wealth Advisors
Oregon
$201K +$180K +937 New
NCM
1832
Nelson Capital Management
California
$201K +$181K +941 New
VBFG
1833
Vishria Bird Financial Group
Tennessee
$200K +$180K +935 New
TFGT
1834
TS Financial Group (TSFG)
Illinois
$197K +$21.7K +113 +14%
AW
1835
Avion Wealth
Texas
$196K +$19.2K +100 +12%
MCM
1836
MV Capital Management
Maryland
$195K – – –
TF
1837
Tompkins Financial
New York
$194K -$85.7K -446 -33%
BCP
1838
Blue Chip Partners
Michigan
$193K +$46.3K +241 +37%
TIAM2
1839
Tru Independence Asset Management 2
Oregon
$193K +$173K +901 New
PWA
1840
Phoenix Wealth Advisors
North Carolina
$192K +$173K +899 New
FMP
1841
Financial Management Professionals
Texas
$188K +$84.6K +440 +100%
CBT
1842
Central Bank & Trust
Kentucky
$182K -$24.6K -128 -13%
FCA
1843
FinTrust Capital Advisors
South Carolina
$181K +$9.8K +51 +6%
SFPG
1844
Stonebridge Financial Planning Group
Florida
$180K +$9.61K +50 +6%
EA
1845
Elm Advisors
California
$180K +$162K +842 New
KFS
1846
Kelly Financial Services
Massachusetts
$180K +$57.1K +297 +55%
TFM
1847
TFC Financial Management
Massachusetts
$179K – – –
GWM
1848
Greenhouse Wealth Management
Connecticut
$179K +$161K +838 New
JWM
1849
Janiczek Wealth Management
Colorado
$178K – – –
HFS
1850
Hantz Financial Services
Michigan
$176K +$2.5K +13 +2%
72 73
74
75 76