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Name Holding Trade Value Shares
Change 		Change in
Stake
JAM
3076
JCIC Asset Management
Ontario, Canada
$52.5K – – –
FWA
3077
FSC Wealth Advisors
New York
$52.5K +$307 +6 +0.6%
BHWM
3078
Beaird Harris Wealth Management
Texas
$52.2K +$17.6K +345 +50%
BCA
3079
Bray Capital Advisors
Florida
$51.5K – – –
NMG
3080
New Millennium Group
Utah
$50.7K +$307 +6 +0.6%
MS
3081
Mizuho Securities
Japan
$50.5K +$51.1K +1,000 New
MFT
3082
Moisand Fitzgerald Tamayo
Florida
$50.2K -$34.3K -672 -40%
LPP
3083
Life Planning Partners
Florida
$48.7K +$49.2K +963 New
CWM
3084
Cranbrook Wealth Management
Michigan
$45K +$5.11K +100 +13%
FRA
3085
Frank Rimerman Advisors
California
$44.1K +$44.6K +872 New
VF
3086
VitalStone Financial
Texas
$44K – – –
EC
3087
EntryPoint Capital
New York
$43.9K +$44.4K +869 New
RS
3088
Rakuten Securities
Japan
$43.4K +$43.9K +860 New
TCPG
3089
Trivant Custom Portfolio Group
California
$42.8K – – –
SAG
3090
Spotlight Asset Group
Illinois
$42.3K – – –
CCMI
3091
Creative Capital Management Investments
California
$42.1K -$23.9K -467 -36%
SIS
3092
Strategic Investment Solutions
Illinois
$41.8K -$2.62M -51,336 -98%
AP
3093
Aspect Partners
Virginia
$41.8K +$42.3K +828 New
KC
3094
Kepos Capital
New York
$41K -$1.89K -37 -4%
T
3095
Tidemark
California
$40.9K +$41.4K +810 New
DF
3096
DecisionPoint Financial
Arizona
$40.9K -$3.83K -75 -8%
CWM
3097
Cedar Wealth Management
California
$40.9K – – –
BSWA
3098
Bromfield Sneider Wealth Advisors
Massachusetts
$40.4K – – –
RTL
3099
Red Tortoise LLC
Georgia
$40K -$2.04K -40 -5%
NA
3100
Nordwand Advisors
Pennsylvania
$38.9K – – –
122 123
124
125 126