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Name Holding Trade Value Shares
Change 		Change in
Stake
TF
2201
TLWM Financial
Texas
$413K +$30.6K +242 +6%
SFA
2202
Souders Financial Advisors
Ohio
$413K +$541K +4,276 New
FNC
2203
First National Corp
Massachusetts
$412K +$5.06K +40 +1%
GEA
2204
Glen Eagle Advisors
New Jersey
$407K -$176K -1,392 -25%
TC
2205
Truvestments Capital
Florida
$407K -$801K -6,336 -60%
QI
2206
Qtron Investments
Massachusetts
$406K +$114K +900 +27%
SRCM
2207
Swift Run Capital Management
Virginia
$406K +$531K +4,200 New
PAS
2208
Professional Advisory Services
Florida
$405K -$12.1M -95,431 -96%
MW
2209
Marcum Wealth
Ohio
$404K +$58.7K +464 +12%
IWS
2210
Insight Wealth Strategies
California
$403K -$329K -2,605 -38%
GHAM
2211
Gilman Hill Asset Management
Connecticut
$403K -$177K -1,400 -25%
TFO
2212
Tarbox Family Office
California
$402K -$1.77K -14 -0.3%
KA
2213
Klingman & Associates
New York
$401K -$32.4K -256 -6%
WAOI
2214
Wealth Advisors of Iowa
Iowa
$401K +$525K +4,150 New
FBT
2215
First Bank & Trust
South Dakota
$400K +$42.4K +335 +9%
AF
2216
Affiance Financial
Minnesota
$400K +$70.9K +561 +16%
MSFP
2217
Mark Sheptoff Financial Planning
Connecticut
$399K +$7.46K +59 +1%
KLI
2218
Kelman-Lazarov Inc
Tennessee
$398K -$167K -1,324 -24%
AIM
2219
Alhambra Investment Management
Florida
$396K +$25.3K +200 +5%
TI
2220
Tidal Investments
Wisconsin
$396K +$64.9K +513 +14%
OC
2221
Oarsman Capital
Wisconsin
$395K -$98.5K -779 -16%
MAWCM
2222
Mine & Arao Wealth Creation & Management
California
$393K +$215K +1,700 +72%
VA
2223
Valmark Advisers
Ohio
$392K -$21K -166 -4%
P
2224
&Partners
Tennessee
$392K +$157K +1,238 +44%
RSWM
2225
Robertson Stephens Wealth Management
California
$392K +$514K +4,062 New
87 88
89
90 91