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Name Holding Trade Value Shares
Change 		Change in
Stake
RS
3651
Rakuten Securities
Japan
$100K +$75.5K +207 +518%
FFA
3652
Fairfield Financial Advisors
Massachusetts
$97.4K +$365 +1 +0.4%
CIR
3653
Clear Investment Research
Georgia
$96.4K +$365 +1 +0.4%
VWWMG
3654
Vermillion & White Wealth Management Group
Pennsylvania
$94.9K -$28.4K -78 -25%
TIM
3655
Thompson Investment Management
Wisconsin
$94.8K – – –
HWM
3656
HighMark Wealth Management
Minnesota
$92.9K -$729 -2 -0.9%
PS
3657
Planned Solutions
California
$91.2K +$82.1K +225 New
CSC
3658
Cove Street Capital
California
$89.1K +$80.2K +220 New
FGC
3659
Financial Gravity Companies
Texas
$83.9K +$75.5K +207 New
VF
3660
VitalStone Financial
Texas
$82.5K +$729 +2 +1%
TCM
3661
TruNorth Capital Management
Michigan
$82.5K +$9.12K +25 +14%
CAM
3662
Costello Asset Management
Pennsylvania
$81K – – –
WPWM
3663
Western Pacific Wealth Management
Illinois
$80.8K +$36.8K +101 +102%
UFF
3664
USA Financial Formulas
Michigan
$80.2K -$9.85K -27 -12%
RWM
3665
Raffa Wealth Management
District of Columbia
$77.8K – – –
OAJ
3666
Ogorek Anthony Joseph
New York
$76K -$2.19K -6 -3%
IUHSA
3667
Itau Unibanco Holding S.A.
Brazil
$75.8K +$68.2K +187 New
GWMI
3668
Guardian Wealth Management (Illinois)
Illinois
$73.7K +$365 +1 +0.6%
ACA
3669
American Capital Advisory
Idaho
$73.7K +$29.2K +80 +78%
LFASL
3670
Lugano Financial Advisors SA (LFA)
Switzerland
$72.9K – – –
TC
3671
Tacita Capital
Ontario, Canada
$72.9K – – –
PFG
3672
Peterson Financial Group
Iowa
$70.1K +$63.1K +173 New
NFA
3673
Northwest Financial Advisors
Virginia
$69.7K +$62.7K +172 New
WFA
3674
Wells Financial Advisors
Massachusetts
$69K +$62K +170 New
MBFW
3675
Morton Brown Family Wealth
Pennsylvania
$68.9K +$62K +170 New
145 146
147
148 149