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Name Holding Trade Value Shares
Change 		Change in
Stake
PS
3651
Planned Solutions
California
$91.2K +$82.1K +225 New
CSC
3652
Cove Street Capital
California
$89.1K +$80.2K +220 New
FGC
3653
Financial Gravity Companies
Texas
$83.9K +$75.5K +207 New
VF
3654
VitalStone Financial
Texas
$82.5K +$729 +2 +1%
TCM
3655
TruNorth Capital Management
Michigan
$82.5K +$9.12K +25 +14%
CAM
3656
Costello Asset Management
Pennsylvania
$81K – – –
WPWM
3657
Western Pacific Wealth Management
Illinois
$80.8K +$36.8K +101 +102%
UFF
3658
USA Financial Formulas
Michigan
$80.2K -$9.85K -27 -12%
RWM
3659
Raffa Wealth Management
District of Columbia
$77.8K – – –
OAJ
3660
Ogorek Anthony Joseph
New York
$76K -$2.19K -6 -3%
IUHSA
3661
Itau Unibanco Holding S.A.
Brazil
$75.8K +$68.2K +187 New
GWMI
3662
Guardian Wealth Management (Illinois)
Illinois
$73.7K +$365 +1 +0.6%
ACA
3663
American Capital Advisory
Idaho
$73.7K +$29.2K +80 +78%
LFASL
3664
Lugano Financial Advisors SA (LFA)
Switzerland
$72.9K – – –
TC
3665
Tacita Capital
Ontario, Canada
$72.9K – – –
PFG
3666
Peterson Financial Group
Iowa
$70.1K +$63.1K +173 New
NFA
3667
Northwest Financial Advisors
Virginia
$69.7K +$62.7K +172 New
WFA
3668
Wells Financial Advisors
Massachusetts
$69K +$62K +170 New
MBFW
3669
Morton Brown Family Wealth
Pennsylvania
$68.9K +$62K +170 New
CWM
3670
CarsonAllaria Wealth Management
Illinois
$64.1K -$6.93K -19 -11%
MLA
3671
MB, Levis & Associates
Pennsylvania
$63.9K +$365 +1 +0.6%
EFMH
3672
E Fund Management (HK)
Hong Kong
$62K +$56.2K +154 New
GAG
3673
Goodman Advisory Group
Massachusetts
$61.6K – – –
CA
3674
Claris Advisors
Missouri
$61.6K +$55.4K +152 New
SWM
3675
Sanctuary Wealth Management
Idaho
$59.6K – – –
145 146
147
148 149