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Name Holding Trade Value Shares
Change 		Change in
Stake
SC
2951
Stance Capital
Massachusetts
$182K +$172K +1,635 New
AWM
2952
Atticus Wealth Management
Florida
$179K -$18.4K -175 -10%
CCA
2953
Criterion Capital Advisors
Tennessee
$179K – – –
TC
2954
Truvestments Capital
Florida
$178K -$4.62K -44 -3%
DIP
2955
DT Investment Partners
Pennsylvania
$178K -$84K -800 -33%
KA
2956
Kozak & Associates
Colorado
$178K -$32.3K -307 -16%
QL
2957
Quarry LP
New York
$177K -$392K -3,734 -70%
AP
2958
Atwood & Palmer
Missouri
$175K – – –
WWP
2959
WR Wealth Planners
Missouri
$174K +$2.1K +20 +1%
PWMA
2960
Pension & Wealth Management Advisors
Massachusetts
$172K -$11.9K -113 -7%
TCA
2961
Trifecta Capital Advisors
Illinois
$172K -$3.57K -34 -2%
GP
2962
Greenline Partners
New York
$169K -$2.1M -19,959 -93%
CSPIA
2963
Cary Street Partners Investment Advisory
Virginia
$169K -$10.5M -99,804 -99%
KFP
2964
Keener Financial Planning
Texas
$167K – – –
FMTCOCP
2965
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$166K -$2.94K -28 -2%
WTFG
2966
Wood Tarver Financial Group
Idaho
$166K +$157K +1,497 New
HC
2967
Hurley Capital
New York
$164K +$154K +1,463 New
CWM
2968
Consultiva Wealth Management
Puerto Rico
$163K +$154K +1,467 New
DP
2969
Denver PWM
Colorado
$162K -$18.4K -175 -11%
CWM
2970
Cranbrook Wealth Management
Michigan
$162K – – –
TCG
2971
Transcendent Capital Group
Oklahoma
$162K +$73.5K +700 +93%
NG
2972
Novem Group
New York
$162K +$152K +1,451 New
TVWM
2973
Tower View Wealth Management
Wisconsin
$160K – – –
PP
2974
PrairieView Partners
Minnesota
$157K +$1.47K +14 +1%
HWM
2975
HighMark Wealth Management
Minnesota
$156K +$1.05K +10 +0.7%
117 118
119
120 121