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Name Holding Trade Value Shares
Change 		Change in
Stake
IHWM
3626
Iron Horse Wealth Management
Iowa
$169K +$19.4K +124 +14%
CSC
3627
Cove Street Capital
California
$167K – – –
MC
3628
Montag & Caldwell
Georgia
$167K – – –
GBA
3629
Garrison Bradford & Associates
New York
$167K +$157K +1,000 New
NMG
3630
New Millennium Group
Utah
$163K -$6.11K -39 -4%
PSFG
3631
Park Square Financial Group
Georgia
$162K +$40.4K +258 +36%
CMP
3632
Coston McIsaac & Partners
Maine
$160K +$51.5K +329 +52%
PWM
3633
Proathlete Wealth Management
Florida
$159K +$149K +950 New
AT
3634
Avalon Trust
New Mexico
$158K +$30.5K +195 +26%
WCMN
3635
Westchester Capital Management (Nebraska)
Nebraska
$156K – – –
PC
3636
Promus Capital
Illinois
$156K +$1.41K +9 +1%
EF
3637
Elite Financial
Idaho
$155K +$145K +929 New
CIAS
3638
CBIZ Investment Advisory Services
Ohio
$153K -$42.3K -270 -23%
W
3639
WealthCollab
Washington
$152K – – –
DEM
3640
Disciplined Equity Management
Florida
$151K – – –
RS
3641
Rakuten Securities
Japan
$150K -$48.5K -310 -26%
WFA
3642
West Financial Advisors
Iowa
$148K +$139K +886 New
SO
3643
Sierra Ocean
California
$148K +$18.5K +118 +15%
FFL
3644
Financial Freedom LLC
Ohio
$147K +$939 +6 +0.7%
EPIMS
3645
Evelyn Partners Investment Management Services
$146K +$86.1K +550 +172%
CAWM
3646
Capital A Wealth Management
Pennsylvania
$142K +$50.1K +320 +61%
MAFA
3647
MJT & Associates Financial Advisory
Minnesota
$141K +$132K +841 New
OBWP
3648
O'Brien Wealth Partners
Massachusetts
$131K -$13K -83 -10%
CA
3649
Centerpoint Advisors
Massachusetts
$129K -$82.7K -528 -41%
MSFP
3650
Mark Sheptoff Financial Planning
Connecticut
$125K – – –
144 145
146
147 148