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Name Holding Trade Value Shares
Change 		Change in
Stake
KFP
3551
Kerr Financial Planning
California
$116K -$235 -3 -0.2%
GTAM
3552
Global Trust Asset Management
Florida
$114K +$27.4K +350 +31%
SFS
3553
Sunrise Financial Services
Washington
$113K +$78 +1 +0.1%
EA
3554
Evolution Advisers
Virginia
$112K – – –
IUHSA
3555
Itau Unibanco Holding S.A.
Brazil
$112K +$113K +1,440 New
BGA
3556
Battery Global Advisors
Massachusetts
$111K +$94K +1,201 +511%
TC
3557
Tacita Capital
Ontario, Canada
$109K – – –
SAM
3558
Sherman Asset Management
California
$109K -$717K -9,162 -87%
RCM
3559
Richardson Capital Management
Wisconsin
$107K – – –
RIAS
3560
Rachor Investment Advisory Services
Michigan
$107K +$548 +7 +0.5%
PFGWM
3561
Price Financial Group Wealth Management
Oregon
$106K +$94.9K +1,212 New
DF
3562
DecisionPoint Financial
Arizona
$105K – – –
MTI
3563
Merrithew & Thorsten Inc
California
$104K +$626 +8 +0.6%
LHEI
3564
Leo H. Evart Inc
California
$104K +$105K +1,336 New
TWD
3565
True Wealth Design
Ohio
$103K +$9.31K +119 +10%
FCMT
3566
Founders Capital Management (Texas)
Texas
$103K – – –
EWP
3567
Elevation Wealth Partners
California
$103K +$2.35K +30 +2%
RA
3568
Rational Advisors
New York
$101K -$839K -10,714 -89%
IWP
3569
IAG Wealth Partners
Wisconsin
$100K +$13.9K +178 +16%
DFA
3570
DHJJ Financial Advisors
Illinois
$99.9K – – –
HWP
3571
Highline Wealth Partners
California
$99.6K +$19.4K +248 +24%
CC
3572
Corsicana & Co
Texas
$98.7K +$7.83K +100 +7%
IRC
3573
Investors Research Corp
Georgia
$98.5K -$22.8K -291 -19%
MWM
3574
Mascoma Wealth Management
New Hampshire
$97.2K -$157 -2 -0.2%
SA
3575
Scarborough Advisors
Maryland
$95.3K -$11.6K -148 -11%
141 142
143
144 145