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Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
251
Transamerica Financial Advisors
Florida
$1K +$23 +1 New
SS
252
Sunbelt Securities
Texas
$917 – – –
PFBT
253
Parkside Financial Bank & Trust
Missouri
$826 – – –
AWM
254
Avior Wealth Management
Nebraska
$733 – – –
EWA
255
EverSource Wealth Advisors
Alabama
$688 +$274 +12 +67%
TCOV
256
Trust Company of Vermont
Vermont
$642 – – –
GM
257
GeoWealth Management
Illinois
$550 +$549 +24 New
BWM
258
Bullock Wealth Management
Indiana
$527 – – –
MA
259
MCF Advisors
Kentucky
$505 – – –
FCMT
260
Founders Capital Management (Texas)
Texas
$459 – – –
PA
261
PSI Advisors
Florida
$459 – – –
TLA
262
Tanglewood Legacy Advisors
Texas
$459 – – –
W
263
WealthCollab
Washington
$459 – – –
MAM
264
Morse Asset Management
Connecticut
$459 +$457 +20 New
CSC
265
Caldwell Sutter Capital
California
$413 – – –
CAS
266
Coppell Advisory Solutions
Texas
$382 -$549 -24 -59%
TFM
267
TFC Financial Management
Massachusetts
$367 – – –
GJIA
268
Glass Jacobson Investment Advisors
Maryland
$344 – – –
FHA
269
First Horizon Advisors
Tennessee
$343 -$183 -8 -35%
CWC
270
Carolinas Wealth Consulting
North Carolina
$322 – – –
RDFA
271
Ritter Daniher Financial Advisory
Ohio
$276 – – –
ATC
272
Adirondack Trust Company
New York
$275 – – –
LG
273
LAM Group
Oregon
$275 – – –
LIS
274
Legacy Investment Solutions
Idaho
$265 +$229 +10 New
LWMI
275
Legacy Wealth Management (Idaho)
Idaho
$265 +$229 +10 New
9 10
11
12 13