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Name Holding Trade Value Shares
Change 		Change in
Stake
KSWA
2301
Kathleen S. Wright Associates
Pennsylvania
$6.75K – – –
PCFFS
2302
Pacific Center for Financial Services
California
$6.49K – – –
PS
2303
PayPay Securities
Japan
$6.49K -$1.03K -9 -15%
T
2304
Tidemark
California
$6.24K +$5.59K +49 New
TCM
2305
TruNorth Capital Management
Michigan
$6.24K +$5.59K +49 New
RBC
2306
Roble Belko & Company
Pennsylvania
$6K – – –
TCM
2307
Tradewinds Capital Management
Washington
$5.09K – – –
OP
2308
ORG Partners
Indiana
$5.02K -$1.03M -9,048 -100%
KFP
2309
Keener Financial Planning
Texas
$5K – – –
UIA
2310
Ulland Investment Advisors
Minnesota
$5K – – –
CHA
2311
Carmichael Hill & Associates
Maryland
$4.99K – – –
FRA
2312
Frank Rimerman Advisors
California
$4.84K – – –
HWP
2313
Highline Wealth Partners
California
$4.72K – – –
CAM
2314
ClariVest Asset Management
California
$4.71K +$1.37K +12 +48%
DF
2315
Dunhill Financial
United Kingdom
$4.71K -$4.79K -42 -53%
FIA
2316
FPC Investment Advisory
California
$4.66K +$4.11K +36 New
HWM
2317
Horizons Wealth Management
North Carolina
$3.83K – – –
MAM
2318
MMA Asset Management
Pennsylvania
$3.82K +$3.42K +30 New
DWA
2319
Delos Wealth Advisors
Texas
$3.55K – – –
AFG
2320
Albion Financial Group
Utah
$3.31K – – –
CP
2321
Castleview Partners
Texas
$3.31K +$913 +8 +44%
CAM
2322
Chesapeake Asset Management
New York
$3.05K – – –
RWPA
2323
Richard W. Paul & Associates
Michigan
$2.55K -$171K -1,503 -99%
CJ
2324
Caitlin John
Michigan
$2.55K – – –
TWP
2325
TFO Wealth Partners
Ohio
$2.04K -$570 -5 -24%
91 92
93
94 95