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Name Holding Trade Value Shares
Change 		Change in
Stake
CWIG
3576
Chung Wu Investment Group
Texas
$71.7K – – –
P
3577
Palladiem
Pennsylvania
$71.1K +$68.1K +918 New
FA
3578
Fountainhead AM
New Jersey
$69.1K -$703K -9,478 -91%
MTC
3579
Matrix Trust Company
Colorado
$69K -$415K -5,594 -86%
MFT
3580
Moisand Fitzgerald Tamayo
Florida
$68.2K – – –
CWM
3581
Copia Wealth Management
Oregon
$67.4K – – –
NMG
3582
New Millennium Group
Utah
$66.8K +$297 +4 +0.5%
VWA
3583
Valued Wealth Advisors
Utah
$66.7K +$1.56K +21 +2%
BHWM
3584
Beaird Harris Wealth Management
Texas
$66K – – –
AP
3585
Aspect Partners
Virginia
$65.8K -$13.9K -188 -18%
WOSD
3586
WFA of San Diego
California
$65.7K – – –
HHMI
3587
Howard Hughes Medical Institute
Maryland
$65.5K -$74 -1 -0.1%
KG
3588
Kilter Group
New York
$65.4K +$15.4K +207 +32%
AF
3589
Align Financial
Minnesota
$65.1K +$4.83M +65,090 New
WA
3590
Whipplewood Advisors
Colorado
$63.6K +$3.49K +47 +6%
SVWA
3591
Sarver Vrooman Wealth Advisors
Missouri
$62.5K -$1.56K -21 -3%
AAG
3592
Accordant Advisory Group
Maryland
$61.6K +$14.8K +200 +33%
CWP
3593
Clark Wealth Partners
Illinois
$61K – – –
RTL
3594
Red Tortoise LLC
Georgia
$60.4K – – –
TLA
3595
Tanglewood Legacy Advisors
Texas
$60.3K +$20.6K +278 +55%
VWM
3596
Vermillion Wealth Management
Minnesota
$60.2K +$148 +2 +0.3%
HIC
3597
Hamrick Investment Counsel
Washington
$58.2K +$56K +755 New
SFG
3598
Strive Financial Group
Indiana
$57.2K +$55.1K +742 New
MBFW
3599
Morton Brown Family Wealth
Pennsylvania
$56.5K +$2.23K +30 +4%
MAM
3600
Marquette Asset Management
Minnesota
$55.8K +$26.6K +359 +98%
142 143
144
145 146