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Name Holding Trade Value Shares
Change 		Change in
Stake
HHMI
1701
Howard Hughes Medical Institute
Maryland
$20.5K – – –
LWA
1702
Lowe Wealth Advisors
Maryland
$20.4K +$137 +2 +0.7%
TSMHT
1703
Thurston Springer Miller Herd & Titak
Indiana
$19.8K -$808K -11,790 -98%
KSB
1704
Kennebec Savings Bank
Maine
$19K – – –
FGA
1705
Fortis Group Advisors
New Jersey
$18.8K – – –
PCFFS
1706
Pacific Center for Financial Services
California
$18.8K – – –
FC
1707
Financial Consulate
Maryland
$18.8K +$17.1K +250 New
AWM
1708
Activest Wealth Management
Florida
$18.5K +$4.18K +61 +33%
SC
1709
Swan Capital
Florida
$18.2K – – –
AW
1710
Avion Wealth
Texas
$18K -$9.66K -141 -37%
RTL
1711
Red Tortoise LLC
Georgia
$17.5K +$206 +3 +1%
WA
1712
Westfuller Advisors
New York
$17.4K +$15.8K +231 New
CFS
1713
Compass Financial Services
Iowa
$17.4K – – –
IW
1714
Imprint Wealth
South Carolina
$17.1K +$15.6K +227 New
CWM
1715
Consultiva Wealth Management
Puerto Rico
$16.7K – – –
FFO
1716
Fortitude Family Office
Arizona
$16.7K +$1.44K +21 +10%
PC
1717
Promus Capital
Illinois
$16.4K – – –
UBP
1718
Union Bancaire Privee
Switzerland
$16.1K – – –
FMP
1719
Financial Management Professionals
Texas
$16.1K -$548 -8 -4%
TIAAOA
1720
Teachers Insurance & Annuity Association of America
New York
$16.1K +$14.6K +213 New
BL
1721
BFSG LLC
California
$15.8K +$14.3K +209 New
SIS
1722
Strategic Investment Solutions
Illinois
$15.7K – – –
TC
1723
Trust Company
Kansas
$15.2K -$8.98K -131 -39%
CTWM
1724
Cherry Tree Wealth Management
Minnesota
$15.2K – – –
APW
1725
Atlantic Private Wealth
North Carolina
$15.1K – – –
67 68
69
70 71