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Name Holding Trade Value Shares
Change 		Change in
Stake
BC
2751
Bayforest Capital
United Kingdom
$116K +$4.65K +17 +5%
GF
2752
GGM Financials
Ohio
$114K +$104K +379 New
TCM
2753
Tradewinds Capital Management
Washington
$114K +$2.19K +8 +2%
MSWM
2754
Mowery & Schoenfeld Wealth Management
Illinois
$113K -$6.56K -24 -6%
CMP
2755
Coston McIsaac & Partners
Maine
$113K – – –
NRWA
2756
North Ridge Wealth Advisors
Oregon
$113K – – –
FFL
2757
Financial Freedom LLC
Ohio
$112K -$54.4K -199 -35%
TC
2758
Truvestments Capital
Florida
$109K +$31.4K +115 +47%
MSWA
2759
Marshall & Sterling Wealth Advisors
New York
$107K – – –
PWMG
2760
Private Wealth Management Group
New Jersey
$106K -$273 -1 -0.3%
YAL
2761
Your Advocates Ltd
Texas
$105K – – –
1IA
2762
1620 Investment Advisors
Massachusetts
$105K +$273 +1 +0.3%
CAM
2763
Clarity Asset Management
Iowa
$101K – – –
NWM
2764
Navigoe Wealth Management
California
$101K – – –
OCM
2765
Orion Capital Management
California
$101K +$6.83K +25 +8%
RDFA
2766
Ritter Daniher Financial Advisory
Ohio
$101K – – –
RF
2767
Rossby Financial
Florida
$99.9K +$5.47K +20 +6%
UCB
2768
United Community Bank
South Carolina
$98.7K +$30.9K +113 +53%
LD
2769
Lipe & Dalton
New York
$98K +$88.6K +324 New
GPI
2770
General Partner Inc
Pennsylvania
$97.8K – – –
W
2771
WealthCollab
Washington
$95.1K – – –
UOTTAIMCU
2772
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$93K – – –
JFG
2773
JDM Financial Group
Texas
$92.1K +$9.57K +35 +13%
LWA
2774
Lowe Wealth Advisors
Maryland
$91.8K – – –
RF
2775
Roxbury Financial
New Jersey
$91.6K -$5.19K -19 -6%
109 110
111
112 113