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Name Holding Trade Value Shares
Change 		Change in
Stake
SSG
951
Summit Securities Group
New York
$17.7K -$701K -23,318 -97%
FUBT
952
First United Bank & Trust
Maryland
$17.7K – – –
AT
953
Arlington Trust
Alabama
$17.6K – – –
CFS
954
Compass Financial Services
Iowa
$17.4K +$17.7K +590 New
HIA
955
Harbor Investment Advisory
Maryland
$17.4K – – –
DRP
956
Decker Retirement Planning
Utah
$17.1K +$17.4K +578 New
UIA
957
Ulland Investment Advisors
Minnesota
$17K – – –
KA
958
Kozak & Associates
Colorado
$17K +$150 +5 +0.9%
BHWM
959
Beaird Harris Wealth Management
Texas
$15.8K -$7.51K -250 -32%
HC
960
Hara Capital
Washington
$15.1K – – –
C
961
Covestor
United Kingdom
$15K -$4.33K -144 -22%
W
962
WealthCollab
Washington
$15K -$3.6K -120 -19%
KBFS
963
Kohmann Bosshard Financial Services
Ohio
$14.9K +$15.1K +503 New
PP
964
PFS Partners
New Jersey
$14.8K -$9.91K -330 -40%
AEPWM
965
Atlantic Edge Private Wealth Management
Florida
$14.8K -$4.51K -150 -23%
LWA
966
Lowe Wealth Advisors
Maryland
$14.8K – – –
SWC
967
Spectrum Wealth Counsel
Indiana
$14.8K – – –
CB
968
Community Bank
New York
$14.8K -$7.15K -238 -32%
OP
969
ORG Partners
Indiana
$14.6K -$61.3K -2,040 -81%
DFA
970
DHJJ Financial Advisors
Illinois
$14.3K – – –
EFP
971
EnRich Financial Partners
Wisconsin
$14K – – –
KIM
972
Kestra Investment Management
Texas
$14K +$14.3K +475 New
PMFA
973
Plante Moran Financial Advisors
Michigan
$13.2K +$1.89K +63 +16%
CAL
974
Capital Advisors Ltd
Ohio
$13K +$12.8K +425 New
CPL
975
Capital & Planning LLC
Georgia
$12.9K +$13.1K +437 New
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