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Name Holding Trade Value Shares
Change 		Change in
Stake
T
3001
Tidemark
California
$124K -$22.9K -219 -18%
TCM
3002
TruNorth Capital Management
Michigan
$124K +$106K +1,011 New
LCM
3003
Lynwood Capital Management
Ontario, Canada
$122K +$104K +1,000 New
BIA
3004
Bell Investment Advisors
California
$121K +$6.58K +63 +7%
SAG
3005
Spotlight Asset Group
Illinois
$120K -$10.7K -102 -9%
RA
3006
Rational Advisors
New York
$117K -$49.8K -477 -33%
PP
3007
PFS Partners
New Jersey
$117K +$104 +1 +0.1%
DCBT
3008
Dakota Community Bank & Trust
North Dakota
$117K +$12.6K +121 +14%
RDFA
3009
Ritter Daniher Financial Advisory
Ohio
$116K – – –
MWA
3010
Moser Wealth Advisors
Washington
$116K – – –
PAI
3011
Pittenger & Anderson Inc
Nebraska
$113K -$9.71K -93 -9%
FFA
3012
Frazier Financial Advisors
Ohio
$113K -$1.36K -13 -1%
AWM
3013
AllSquare Wealth Management
New York
$113K -$41.8K -400 -30%
APC
3014
Aspire Private Capital
North Carolina
$110K +$42.9K +411 +84%
CPG
3015
Cornerstone Planning Group
New Jersey
$110K +$7.63K +73 +8%
CFG
3016
CKW Financial Group
Hawaii
$109K – – –
CTWM
3017
Cherry Tree Wealth Management
Minnesota
$108K – – –
AFS
3018
Annapolis Financial Services
Maryland
$107K -$3.97K -38 -4%
PAG
3019
Paladin Advisory Group
Iowa
$106K -$25.5K -244 -22%
AA
3020
AlphaMark Advisors
Kentucky
$104K -$3.45K -33 -4%
OA
3021
Operose Advisors
Wisconsin
$103K -$3.87K -37 -4%
CWM
3022
CarsonAllaria Wealth Management
Illinois
$102K +$73.1K +700 +511%
W
3023
WealthCollab
Washington
$102K +$20.9K +200 +32%
CJ
3024
Caitlin John
Michigan
$101K -$5.43K -52 -6%
PP
3025
Pacifica Partners
Canada
$99.6K – – –
119 120
121
122 123