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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
3251
CarsonAllaria Wealth Management
Illinois
$93.7K -$100K -311 -50%
FCT
3252
First Community Trust
Iowa
$92.8K – – –
LIA
3253
Luken Investment Analytics
Tennessee
$92.8K – – –
ACA
3254
Atlas Capital Advisors
Wyoming
$91.3K – – –
ICM
3255
Intrepid Capital Management
Florida
$87K +$965 +3 +1%
FDCC
3256
Foster Dykema Cabot & Co
Massachusetts
$86K +$91K +283 New
TWD
3257
True Wealth Design
Ohio
$82.2K -$845K -2,626 -91%
TCM
3258
TD Capital Management
Tennessee
$81.3K +$322 +1 +0.4%
FFA
3259
Fairfield Financial Advisors
Massachusetts
$81.2K -$5.79K -18 -6%
RBC
3260
Roble Belko & Company
Pennsylvania
$80K – – –
TC
3261
Tacita Capital
Ontario, Canada
$79.2K +$16.1K +50 +24%
HC
3262
Hoese & Co
Minnesota
$78.9K – – –
LWA
3263
Lowe Wealth Advisors
Maryland
$78.2K – – –
HF
3264
Halpern Financial
Virginia
$77.7K +$43.4K +135 +111%
CWM
3265
Cedar Wealth Management
California
$76.5K – – –
RW
3266
RVW Wealth
California
$71.6K +$76.2K +237 New
HWM
3267
HighMark Wealth Management
Minnesota
$69.9K – – –
EMFAT
3268
Emerald Mutual Fund Advisers Trust
Pennsylvania
$68K – – –
TWP
3269
TFO Wealth Partners
Ohio
$65.2K +$1.29K +4 +2%
QT
3270
Quantbot Technologies
New York
$63.8K +$67.9K +211 New
MAWCM
3271
Mine & Arao Wealth Creation & Management
California
$62K – – –
AI
3272
AXS Investments
New York
$57.7K -$112K -348 -65%
VF
3273
VitalStone Financial
Texas
$57K +$2.25K +7 +4%
WPWM
3274
Western Pacific Wealth Management
Illinois
$56.3K -$47.9K -149 -44%
SWM
3275
Sanctuary Wealth Management
Idaho
$54.7K -$1.61K -5 -3%
129 130
131
132 133