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Name Holding Trade Value Shares
Change 		Change in
Stake
HC
3351
Hoese & Co
Minnesota
$40.7K +$34.1K +109 New
GG
3352
Gleason Group
Kentucky
$40K +$28.8K +92 +613%
LC
3353
Lavaca Capital
Texas
$39.6K – – –
T
3354
Tidemark
California
$39.2K – – –
ACA
3355
American Capital Advisory
Idaho
$38.9K +$3.44K +11 +12%
PP
3356
Paladin Partners
Wisconsin
$38.5K – – –
GIM
3357
Gold Investment Management
Alberta, Canada
$37.4K – – –
VWA
3358
VSM Wealth Advisory
Maryland
$37.4K – – –
MSFP
3359
Mark Sheptoff Financial Planning
Connecticut
$37K – – –
RFG
3360
REAP Financial Group
Texas
$36.8K +$5.01K +16 +20%
EA
3361
Evolution Advisers
Virginia
$36K +$939 +3 +3%
MIM
3362
Marshall Investment Management
Colorado
$35.9K +$30.1K +96 New
PWA
3363
Principia Wealth Advisory
Texas
$35.5K +$5.63K +18 +23%
NOI
3364
Newton One Investments
Delaware
$35.1K +$9.71K +31 +49%
CAN
3365
Capital Advisor Network
Indiana
$35.1K +$23.2K +74 +370%
AI
3366
Atomic Invest
New York
$34.4K -$10.6K -34 -27%
VWA
3367
Valued Wealth Advisors
Utah
$33.7K +$1.25K +4 +5%
PCM
3368
Penserra Capital Management
California
$33K – – –
WAS
3369
Winch Advisory Services
Wisconsin
$32.4K – – –
RPA
3370
Redwood Park Advisors
California
$32.2K – – –
TTIC
3371
Tower Trust & Investment Company
Iowa
$32.1K – – –
AWA
3372
Acumen Wealth Advisors
Tennessee
$31.4K +$4.07K +13 +18%
BA
3373
Blueline Advisors
New Hampshire
$30.6K – – –
DCM
3374
Davis Capital Management
Florida
$30.2K +$18.5K +59 +268%
SRCM
3375
Signature Resources Capital Management
California
$28.7K +$10K +32 +71%
133 134
135
136 137