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Name Holding Trade Value Shares
Change 		Change in
Stake
WAS
2726
Winch Advisory Services
Wisconsin
$22.2K – – –
TTIC
2727
Tower Trust & Investment Company
Iowa
$22.1K – – –
BG
2728
Bollard Group
Massachusetts
$22K – – –
PAMS
2729
Pinpoint Asset Management (Singapore)
$21.4K +$18.2K +83 New
BHWM
2730
Beaird Harris Wealth Management
Texas
$21.1K +$1.32K +6 +8%
SHM
2731
Sagard Holdings Management
Ontario, Canada
$20.8K +$17.8K +81 New
VWA
2732
Valued Wealth Advisors
Utah
$20.6K – – –
VWWMG
2733
Vermillion & White Wealth Management Group
Pennsylvania
$20.3K – – –
SNB
2734
Security National Bank
Nebraska
$19.6K +$16.7K +76 New
WCM
2735
WealthTrak Capital Management
Virginia
$17.5K -$1.75K -8 -11%
WOC
2736
West Oak Capital
California
$17.5K – – –
YDMI
2737
Y.D. More Investments
Israel
$17.3K -$75.9K -346 -84%
PA
2738
Pineridge Advisors
Missouri
$16.8K – – –
KPP
2739
Kings Path Partners
Texas
$16.7K – – –
IWM
2740
Inlight Wealth Management
Georgia
$16.5K -$219 -1 -2%
NCM
2741
Northwest Capital Management
Oregon
$16.2K – – –
BC
2742
Bulwark Capital
Florida
$16.2K +$13.8K +63 New
NOI
2743
Newton One Investments
Delaware
$16.1K – – –
LFA
2744
Livelsberger Financial Advisory
Ohio
$16K +$13.6K +62 New
AIA
2745
Arcadia Investment Advisors
Idaho
$16K – – –
EWP
2746
Elevation Wealth Partners
California
$16K – – –
CB
2747
Centennial Bank
Arkansas
$15.7K +$6.58K +30 +97%
CJH
2748
Christopher J. Hasenberg
Wisconsin
$15.4K – – –
OAJ
2749
Ogorek Anthony Joseph
New York
$15K – – –
PWA
2750
Principia Wealth Advisory
Texas
$14.7K +$3.07K +14 +33%
108 109
110
111 112