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Name Holding Trade Value Shares
Change 		Change in
Stake
WG
2076
Wealth Group
North Carolina
$202K -$14.2K -142 -7%
VNA
2077
Valley National Advisers
Pennsylvania
$202K +$71.5K +717 +59%
ICM
2078
Intrepid Capital Management
Florida
$202K +$192K +1,923 New
HCWM
2079
Hidden Cove Wealth Management
Washington
$202K +$191K +1,919 New
OIS
2080
OneAscent Investment Solutions
Alabama
$201K +$191K +1,911 New
EWA
2081
Emergent Wealth Advisors
New York
$201K -$59.8K -600 -24%
RP
2082
Regal Partners
Australia
$201K -$4.62M -46,311 -96%
KWM
2083
Kaydan Wealth Management
Michigan
$201K -$13.8K -138 -7%
RPWA
2084
Regent Peak Wealth Advisors
Georgia
$200K -$11.6K -116 -6%
GITFIT
2085
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$200K +$29.9K +300 +19%
NEWAS
2086
N.E.W. Advisory Services
Wisconsin
$196K +$186K +1,866 New
SFGP
2087
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$192K -$9.97K -100 -5%
CWM
2088
CarsonAllaria Wealth Management
Illinois
$190K +$155K +1,556 +608%
PP
2089
PFS Partners
New Jersey
$190K +$898 +9 +0.5%
BI
2090
Binnacle Investments
Iowa
$187K +$178K +1,780 New
TIM
2091
Tortoise Investment Management
New York
$185K +$100 +1 +0.1%
CSPIA
2092
Cary Street Partners Investment Advisory
Virginia
$184K +$23.6K +237 +16%
AIM
2093
Acropolis Investment Management
Missouri
$182K +$1.9K +19 +1%
NC
2094
North Capital
Utah
$182K +$173K +1,736 New
PB
2095
Pinnacle Bancorp
Nebraska
$180K -$199 -2 -0.1%
FFC
2096
First Financial Corp
Indiana
$178K -$17.7K -177 -9%
PFG
2097
Putney Financial Group
California
$176K – – –
ITFISA
2098
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$175K -$46.8K -469 -22%
USB
2099
Union Savings Bank
Connecticut
$175K – – –
PPC
2100
Park Place Capital
Alabama
$175K -$26.1K -262 -14%
82 83
84
85 86