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Name Holding Trade Value Shares
Change 		Change in
Stake
DIP
1026
DT Investment Partners
Pennsylvania
$8.4K – – –
VWM
1027
Vermillion Wealth Management
Minnesota
$8.4K – – –
WIM
1028
Westside Investment Management
California
$8.31K +$5.6K +42 +162%
BOJHT
1029
Bank of Jackson Hole Trust
Wyoming
$8.29K – – –
NMG
1030
New Millennium Group
Utah
$8.29K – – –
QWM
1031
Quaker Wealth Management
New Jersey
$8.16K +$9.07K +68 New
CAL
1032
Capital Advisors Ltd
Ohio
$8K -$400 -3 -4%
BFP
1033
Briaud Financial Planning
Texas
$8K +$9.74K +73 New
WFA
1034
West Financial Advisors
Iowa
$7.57K – – –
CIA
1035
Cape Investment Advisory
Georgia
$7.31K +$267 +2 +3%
ST
1036
Smithfield Trust
Pennsylvania
$7K – – –
POIA
1037
Pin Oak Investment Advisors
Texas
$7K +$6.67K +50 New
RWM
1038
Rialto Wealth Management
New York
$6.84K +$1.47K +11 +24%
PP
1039
PFS Partners
New Jersey
$6.76K – – –
GWSA
1040
Global Wealth Strategies & Associates
Colorado
$6.72K – – –
WA
1041
Whipplewood Advisors
Colorado
$6.72K +$3.33K +25 +81%
CIAM
1042
Caitong International Asset Management
Hong Kong
$6.72K +$7.47K +56 New
FGA
1043
Fortis Group Advisors
New Jersey
$6.6K – – –
HWM
1044
HighMark Wealth Management
Minnesota
$6.36K -$1.73K -13 -20%
HIW
1045
Holos Integrated Wealth
Pennsylvania
$6.24K – – –
AWM
1046
Abound Wealth Management
Tennessee
$6.23K -$1.87K -14 -21%
CFD
1047
Creative Financial Designs
Indiana
$6.12K -$11.3K -85 -63%
AWM
1048
AllSquare Wealth Management
New York
$6K – – –
CYG
1049
Clean Yield Group
Vermont
$6K – – –
PWA
1050
Provenance Wealth Advisors
Florida
$6K – – –
40 41
42
43 44