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Name Holding Trade Value Shares
Change 		Change in
Stake
T
2526
TOBAM
France
$52K – – –
TIAM2
2527
Tru Independence Asset Management 2
Oregon
$50K +$46.3K +1,126 New
KFS
2528
Kelly Financial Services
Massachusetts
$49K -$1.44K -35 -3%
RA
2529
Rational Advisors
New York
$49K -$1.29M -31,384 -97%
HWM
2530
HighMark Wealth Management
Minnesota
$49K -$1.19K -29 -3%
AW
2531
Avion Wealth
Texas
$47K -$3.17K -77 -7%
JAM
2532
JCIC Asset Management
Ontario, Canada
$47K +$20.5K +500 +93%
LAI
2533
Legal Advantage Investments
California
$47K +$43.4K +1,055 New
MIM
2534
Merrion Investment Management
New Jersey
$45K +$41.1K +1,000 New
GSAM
2535
Grant Street Asset Management
Pennsylvania
$45K +$41.1K +1,001 New
RCC
2536
Red Cedar Capital
Nebraska
$40K – – –
AS
2537
Altshuler Shaham
Israel
$39K -$111M -2,710,176 -100%
HL
2538
Harding Loevner
New Jersey
$38K – – –
EA
2539
Emerald Advisers
Pennsylvania
$37K +$329 +8 +1%
MFT
2540
Moisand Fitzgerald Tamayo
Florida
$35K – – –
DWM
2541
Defined Wealth Management
Oregon
$34K +$30.9K +752 New
TLFA
2542
True Link Financial Advisors
California
$33K +$30.7K +747 New
TAM
2543
Tucker Asset Management
Colorado
$31K +$28.5K +693 New
AWMS
2544
Advocacy Wealth Management Services
Georgia
$31K +$1.81K +44 +7%
GIA
2545
Goodwin Investment Advisory
Georgia
$31K +$28.8K +700 New
BII
2546
Bainco International Investors
Massachusetts
$30K +$27K +656 New
NWA
2547
Navis Wealth Advisors
New York
$30K +$27.5K +668 New
AWM
2548
Avondale Wealth Management
Texas
$28K – – –
AWM
2549
AllSquare Wealth Management
New York
$26K -$38K -924 -62%
CAM
2550
Costello Asset Management
Pennsylvania
$26K +$23.8K +580 New
100 101
102
103 104