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Name Holding Trade Value Shares
Change 		Change in
Stake
SC
3301
Schubert & Co
Texas
$33.2K +$2.44K +8 +8%
SIM
3302
Studio Investment Management
Illinois
$32.2K +$31.1K +102 New
CAM
3303
Cacti Asset Management
Georgia
$31.6K – – –
FC
3304
Family CFO
California
$31.6K – – –
AWM
3305
Align Wealth Management
Oklahoma
$30.4K +$33.5K +110 New
GMA
3306
Glassy Mountain Advisors
Maryland
$30K +$28.9K +95 New
KFP
3307
KB Financial Partners
New Jersey
$30K -$305 -1 -1%
HF
3308
Halpern Financial
Virginia
$28.4K – – –
FPFS
3309
First Personal Financial Services
North Carolina
$26.2K -$3.96K -13 -14%
GIS
3310
Grayhawk Investment Strategies
Alberta, Canada
$25.3K – – –
DMKJ
3311
David M. Knott Jr
$25K – – –
JFG
3312
JDM Financial Group
Texas
$24.3K +$23.5K +77 New
GFL
3313
Granite FO LLC
New Hampshire
$22K +$20.7K +68 New
ARS
3314
Adirondack Retirement Specialists
New York
$21.2K – – –
BCPWM
3315
Bradley & Co Private Wealth Management
Florida
$20.8K – – –
TJHA
3316
Thomas J. Herzfeld Advisors
Florida
$18.6K – – –
DFCM
3317
Dark Forest Capital Management
Puerto Rico
$18.3K +$17.7K +58 New
DWMG
3318
DB Wealth Management Group
California
$17.6K – – –
GC
3319
Gould Capital
Washington
$17.4K – – –
SFA
3320
Semmax Financial Advisors
North Carolina
$17K – – –
MIM
3321
Macroview Investment Management
Maryland
$16.9K -$5.18K -17 -24%
LWP
3322
Laurel Wealth Planning
Minnesota
$14.2K – – –
CMANY
3323
Capital Management Associates (New York)
New York
$12.6K – – –
PS
3324
PayPay Securities
Japan
$12.6K +$12.2K +40 New
RFS
3325
Retirement Financial Solutions
Tennessee
$12.3K +$11.9K +39 New
131 132
133
134 135