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Name Holding Trade Value Shares
Change 		Change in
Stake
T
1201
Tidemark
California
$2.18K – – –
MAFA
1202
MJT & Associates Financial Advisory
Minnesota
$2.18K +$2.12K +24 New
FG
1203
Fairman Group
Pennsylvania
$2K – – –
HIA
1204
HFM Investment Advisors
New Jersey
$2K – – –
HFS
1205
Hughes Financial Services
Virginia
$1.96K – – –
CT
1206
Clearstead Trust
Maine
$1.82K – – –
FNWA
1207
Financial Network Wealth Advisors
Utah
$1.73K – – –
WW
1208
Winnow Wealth
Texas
$1.64K -$24.9K -282 -94%
CHC
1209
City Holding Co
West Virginia
$1.64K +$1.59K +18 New
DF
1210
DecisionPoint Financial
Arizona
$1.49K – – –
TPBG
1211
Turning Point Benefit Group
Maryland
$1.49K +$1.5K +17 New
GA
1212
Guerra Advisors
Florida
$1.18K +$1.15K +13 New
PMFA
1213
Plante Moran Financial Advisors
Michigan
$1.18K +$1.15K +13 New
AT
1214
Avalon Trust
New Mexico
$1.09K +$1.06K +12 New
TFM
1215
TFC Financial Management
Massachusetts
$1K +$708 +8 +267%
TCB
1216
Texas Capital Bancshares
Texas
$1K +$973 +11 New
CFS
1217
CGC Financial Services
Oregon
$910 – – –
NEWAS
1218
N.E.W. Advisory Services
Wisconsin
$910 – – –
QWM
1219
Quaker Wealth Management
New Jersey
$910 – – –
HC
1220
Hurley Capital
New York
$910 +$884 +10 New
PAM
1221
Palisade Asset Management
Minnesota
$910 +$884 +10 New
SA
1222
Seneschal Advisors
Washington
$910 +$884 +10 New
SC
1223
SouthState Corp
Florida
$819 -$14.2K -161 -95%
WA
1224
WestEnd Advisors
North Carolina
$819 – – –
SHIM
1225
Stone House Investment Management
Pennsylvania
$637 +$619 +7 New
47 48
49
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