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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
3676
CarsonAllaria Wealth Management
Illinois
$64.1K -$6.93K -19 -11%
MLA
3677
MB, Levis & Associates
Pennsylvania
$63.9K +$365 +1 +0.6%
EFMH
3678
E Fund Management (HK)
Hong Kong
$62K +$56.2K +154 New
GAG
3679
Goodman Advisory Group
Massachusetts
$61.6K – – –
CA
3680
Claris Advisors
Missouri
$61.6K +$55.4K +152 New
SWM
3681
Sanctuary Wealth Management
Idaho
$59.6K – – –
YAL
3682
Your Advocates Ltd
Texas
$59.2K -$6.93K -19 -12%
TWD
3683
True Wealth Design
Ohio
$54.7K – – –
PCWA
3684
Pacific Capital Wealth Advisors
California
$53.8K -$64.9K -178 -57%
SIS
3685
Strategic Investment Solutions
Illinois
$52.1K +$365 +1 +0.8%
AWM
3686
Activest Wealth Management
Florida
$50.9K -$349K -956 -88%
SFA
3687
Semmax Financial Advisors
North Carolina
$47.9K -$11.3K -31 -21%
ATC
3688
Advantage Trust Company
Kansas
$47.4K – – –
WAS
3689
Winch Advisory Services
Wisconsin
$46.4K – – –
RF
3690
Robinswood Financial
Washington
$46.2K +$1.09K +3 +3%
LFA
3691
Livelsberger Financial Advisory
Ohio
$45.8K +$41.2K +113 New
BFS
3692
Burkett Financial Services
South Carolina
$45.5K – – –
TPW
3693
Talon Private Wealth
Florida
$44.2K +$39.8K +109 New
HIIFS
3694
Harel Insurance Investments & Financial Services
Israel
$43K -$468K -1,284 -92%
BFP
3695
Briaud Financial Planning
Texas
$42K – – –
LIS
3696
Legacy Investment Solutions
Idaho
$41K +$36.5K +100 New
LWMI
3697
Legacy Wealth Management (Idaho)
Idaho
$41K +$36.5K +100 New
FC
3698
Family CFO
California
$40.5K – – –
SC
3699
Skylands Capital
Wisconsin
$40.5K – – –
APW
3700
Atlantic Private Wealth
North Carolina
$40.5K +$36.5K +100 New
146 147
148
149 150