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Name Holding Trade Value Shares
Change 		Change in
Stake
TLA
3251
Tanglewood Legacy Advisors
Texas
$97.9K -$1.29K -4 -1%
GA
3252
GoalVest Advisory
New York
$94K +$23.5K +73 +31%
CWM
3253
CarsonAllaria Wealth Management
Illinois
$93.7K -$100K -311 -50%
FCT
3254
First Community Trust
Iowa
$92.8K – – –
LIA
3255
Luken Investment Analytics
Tennessee
$92.8K – – –
ACA
3256
Atlas Capital Advisors
Wyoming
$91.3K – – –
ICM
3257
Intrepid Capital Management
Florida
$87K +$965 +3 +1%
FDCC
3258
Foster Dykema Cabot & Co
Massachusetts
$86K +$91K +283 New
TWD
3259
True Wealth Design
Ohio
$82.2K -$845K -2,626 -91%
TCM
3260
TD Capital Management
Tennessee
$81.3K +$322 +1 +0.4%
FFA
3261
Fairfield Financial Advisors
Massachusetts
$81.2K -$5.79K -18 -6%
RBC
3262
Roble Belko & Company
Pennsylvania
$80K – – –
TC
3263
Tacita Capital
Ontario, Canada
$79.2K +$16.1K +50 +24%
HC
3264
Hoese & Co
Minnesota
$78.9K – – –
LWA
3265
Lowe Wealth Advisors
Maryland
$78.2K – – –
HF
3266
Halpern Financial
Virginia
$77.7K +$43.4K +135 +111%
CWM
3267
Cedar Wealth Management
California
$76.5K – – –
RW
3268
RVW Wealth
California
$71.6K +$76.2K +237 New
HWM
3269
HighMark Wealth Management
Minnesota
$69.9K – – –
EMFAT
3270
Emerald Mutual Fund Advisers Trust
Pennsylvania
$68K – – –
TWP
3271
TFO Wealth Partners
Ohio
$65.2K +$1.29K +4 +2%
QT
3272
Quantbot Technologies
New York
$63.8K +$67.9K +211 New
MAWCM
3273
Mine & Arao Wealth Creation & Management
California
$62K – – –
AI
3274
AXS Investments
New York
$57.7K -$112K -348 -65%
VF
3275
VitalStone Financial
Texas
$57K +$2.25K +7 +4%
129 130
131
132 133