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Name Holding Trade Value Shares
Change 		Change in
Stake
GAG
3201
Goodman Advisory Group
Massachusetts
$78.5K – – –
DI
3202
Disciplined Investments
Oklahoma
$76.5K -$418K -2,606 -84%
SC
3203
Stephens Consulting
Michigan
$74.9K -$4.01K -25 -5%
TWP
3204
TFO Wealth Partners
Ohio
$73.3K +$32.7K +204 +78%
SFG
3205
Steward Financial Group
Texas
$73K +$75.2K +469 New
CWM
3206
CarsonAllaria Wealth Management
Illinois
$68K +$641 +4 +0.9%
RWM
3207
Ruedi Wealth Management
Illinois
$67K – – –
PFG
3208
Piershale Financial Group
Illinois
$62.9K – – –
BSWA
3209
Bromfield Sneider Wealth Advisors
Massachusetts
$61.4K – – –
RA
3210
Rational Advisors
New York
$61.1K -$1.92K -12 -3%
T
3211
TOBAM
France
$61K +$24.7K +154 +67%
RAM
3212
Riggs Asset Management
Pennsylvania
$58.4K +$7.05K +44 +13%
HWP
3213
Highline Wealth Partners
California
$52.9K +$1.12K +7 +2%
VAG
3214
VisionPoint Advisory Group
Texas
$52.7K +$53.7K +335 New
NOI
3215
Newton One Investments
Delaware
$51.6K +$481 +3 +0.9%
RF
3216
Robinswood Financial
Washington
$50.5K +$51.3K +320 New
BCPWM
3217
Bradley & Co Private Wealth Management
Florida
$50.4K – – –
MS
3218
Mizuho Securities
Japan
$50.4K +$51.3K +320 New
HC
3219
Hoese & Co
Minnesota
$50K – – –
DF
3220
DecisionPoint Financial
Arizona
$47.8K – – –
2L
3221
25 LLC
Missouri
$46.7K -$160 -1 -0.3%
RI
3222
Ridgewood Investments
New Jersey
$45K +$32.1K +200 +233%
FCG
3223
Financial Connections Group
California
$43K – – –
GWSA
3224
Global Wealth Strategies & Associates
Colorado
$40.3K – – –
NL
3225
NVWM LLC
Pennsylvania
$40K +$321 +2 +0.8%
127 128
129
130 131