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Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
2951
Criterion Capital Advisors
Tennessee
$179K – – –
TC
2952
Truvestments Capital
Florida
$178K -$4.62K -44 -3%
DIP
2953
DT Investment Partners
Pennsylvania
$178K -$84K -800 -33%
KA
2954
Kozak & Associates
Colorado
$178K -$32.3K -307 -16%
QL
2955
Quarry LP
New York
$177K -$392K -3,734 -70%
AP
2956
Atwood & Palmer
Missouri
$175K – – –
WWP
2957
WR Wealth Planners
Missouri
$174K +$2.1K +20 +1%
PWMA
2958
Pension & Wealth Management Advisors
Massachusetts
$172K -$11.9K -113 -7%
TCA
2959
Trifecta Capital Advisors
Illinois
$172K -$3.57K -34 -2%
GP
2960
Greenline Partners
New York
$169K -$2.1M -19,959 -93%
CSPIA
2961
Cary Street Partners Investment Advisory
Virginia
$169K -$10.5M -99,804 -99%
KFP
2962
Keener Financial Planning
Texas
$167K – – –
FMTCOCP
2963
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$166K -$2.94K -28 -2%
WTFG
2964
Wood Tarver Financial Group
Idaho
$166K +$157K +1,497 New
HC
2965
Hurley Capital
New York
$164K +$154K +1,463 New
CWM
2966
Consultiva Wealth Management
Puerto Rico
$163K +$154K +1,467 New
DP
2967
Denver PWM
Colorado
$162K -$18.4K -175 -11%
CWM
2968
Cranbrook Wealth Management
Michigan
$162K – – –
TCG
2969
Transcendent Capital Group
Oklahoma
$162K +$73.5K +700 +93%
NG
2970
Novem Group
New York
$162K +$152K +1,451 New
TVWM
2971
Tower View Wealth Management
Wisconsin
$160K – – –
PP
2972
PrairieView Partners
Minnesota
$157K +$1.47K +14 +1%
HWM
2973
HighMark Wealth Management
Minnesota
$156K +$1.05K +10 +0.7%
MA
2974
Modus Advisors
Minnesota
$155K +$146K +1,389 New
KBFS
2975
Kohmann Bosshard Financial Services
Ohio
$154K +$145K +1,382 New
117 118
119
120 121