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Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
726
MV Capital Management
Maryland
$1.57K +$277 +4 +21%
TPCW
727
TD Private Client Wealth
New York
$1.57K -$13.4K -194 -89%
SWM
728
SHP Wealth Management
Massachusetts
$1.57K +$1.59K +23 New
S
729
Sachetta
Massachusetts
$1.5K -$2.21K -32 -59%
CB
730
CNB Bank
Pennsylvania
$1.44K – – –
TCM
731
Triumph Capital Management
Colorado
$1.44K +$1.45K +21 New
IPS
732
Investors Portfolio Services
Washington
$1.38K +$1.38K +20 New
PMAM
733
Picton Mahoney Asset Management
Ontario, Canada
$1.37K -$682K -9,863 -100%
ADL
734
Asset Dedication LLC
California
$1.37K – – –
GWSA
735
Global Wealth Strategies & Associates
Colorado
$1.37K – – –
RWM
736
Raffa Wealth Management
District of Columbia
$1.37K – – –
TAM
737
Tucker Asset Management
Colorado
$1.3K +$1.31K +19 New
KG
738
Kilter Group
New York
$1.23K – – –
PWA
739
Physician Wealth Advisors
Utah
$1.23K +$830 +12 +200%
PS
740
PayPay Securities
Japan
$1.23K -$2K -29 -62%
SIS
741
Sound Income Strategies
Florida
$1.19K +$899 +13 +163%
HIW
742
Holos Integrated Wealth
Pennsylvania
$1.17K – – –
CH
743
Cromwell Holdings
Wyoming
$1.16K -$830 -12 -41%
LWM
744
Lodestone Wealth Management
Washington
$1.09K +$1.11K +16 New
NEWAS
745
N.E.W. Advisory Services
Wisconsin
$1.03K – – –
CAL
746
Capital Advisors Ltd
Ohio
$1K -$37.5K -542 -96%
GWS
747
Greykasell Wealth Strategies
California
$958 – – –
SC
748
SouthState Corp
Florida
$958 – – –
PWA
749
Principia Wealth Advisory
Texas
$958 +$207 +3 +27%
ACA
750
Atlas Capital Advisors
Wyoming
$957 +$968 +14 New
28 29
30
31 32