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Name Holding Trade Value Shares
Change 		Change in
Stake
BFS
1001
Bare Financial Services
Pennsylvania
$4.61K +$4.52K +154 New
VWM
1002
Vermillion Wealth Management
Minnesota
$4.49K +$3.31K +113 +305%
PA
1003
Pineridge Advisors
Missouri
$4.42K +$88 +3 +2%
TWD
1004
True Wealth Design
Ohio
$4.37K -$821 -28 -16%
MCM
1005
MV Capital Management
Maryland
$4.37K – – –
AF
1006
Alerus Financial
North Dakota
$4.31K +$4.22K +144 New
OW
1007
Olistico Wealth
Oklahoma
$4.19K +$4.11K +140 New
JEST
1008
JTC Employer Solutions Trustee
Jersey
$4K -$53.6K -1,828 -93%
MSG
1009
Main Street Group
Virginia
$3.94K +$29 +1 +0.8%
OA
1010
Operose Advisors
Wisconsin
$3.89K -$18.2K -620 -83%
HI
1011
Horizon Investments
North Carolina
$3.83K -$567K -19,323 -99%
RFS
1012
Richardson Financial Services
Massachusetts
$3.74K -$176 -6 -5%
RS
1013
Rakuten Securities
Japan
$3.71K -$1.88K -64 -34%
CWM
1014
Consultiva Wealth Management
Puerto Rico
$3.68K – – –
ZBNA
1015
Zions Bancorporation, National Association
Utah
$3.53K -$499 -17 -13%
MSFP
1016
Mark Sheptoff Financial Planning
Connecticut
$3.5K – – –
CAIM
1017
Catherine Avery Investment Management
Florida
$3.29K +$59 +2 +2%
MMCM
1018
Murphy & Mullick Capital Management
New York
$3.21K +$2.93K +100 New
GK
1019
Graney & King
New York
$3.17K – – –
HWM
1020
Hemington Wealth Management
Virginia
$3K – – –
CAM
1021
Costello Asset Management
Pennsylvania
$2.99K – – –
HRC
1022
Hoertkorn Richard Charles
$2.99K – – –
S
1023
Sachetta
Massachusetts
$2.99K – – –
TLA
1024
Tanglewood Legacy Advisors
Texas
$2.99K – – –
BCM
1025
Boreal Capital Management
Florida
$2.99K +$2.93K +100 New
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