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Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
3826
FSA Wealth Management
Massachusetts
$149K +$34.7K +89 +28%
DF
3827
DecisionPoint Financial
Arizona
$147K – – –
PW
3828
Pandora Wealth
Illinois
$147K +$156K +400 New
PA
3829
Pineridge Advisors
Missouri
$146K -$11.7K -30 -7%
CFP
3830
Comprehensive Financial Planning
Pennsylvania
$145K – – –
IWM
3831
IMG Wealth Management
Florida
$143K – – –
SCB
3832
Saudi Central Bank
Saudi Arabia
$143K +$152K +391 New
PPA
3833
Painted Porch Advisors
California
$143K -$9.35K -24 -6%
DCBT
3834
Dakota Community Bank & Trust
North Dakota
$141K – – –
PG
3835
Proffitt & Goodson
Tennessee
$141K – – –
MAM
3836
Meeder Asset Management
Ohio
$136K -$58.5K -150 -29%
HIW
3837
Holos Integrated Wealth
Pennsylvania
$136K -$14K -36 -9%
LC
3838
Lavaca Capital
Texas
$132K -$48.3K -124 -26%
BGC
3839
Beutel, Goodman & Co
Ontario, Canada
$131K +$140K +359 New
1NWS
3840
1 North Wealth Services
Maryland
$131K +$139K +357 New
FCT
3841
First Community Trust
Iowa
$130K -$21K -54 -13%
CMP
3842
Coston McIsaac & Partners
Maine
$129K -$779 -2 -0.6%
FCG
3843
Financial Connections Group
California
$127K – – –
CTC
3844
Cetera Trust Company
Minnesota
$127K -$53.4K -137 -28%
AWM
3845
AllSquare Wealth Management
New York
$126K -$19.5K -50 -13%
CIAS
3846
CBIZ Investment Advisory Services
Ohio
$126K +$19.9K +51 +17%
SHF
3847
Safe Harbor Fiduciary
Florida
$125K – – –
VWM
3848
Vermillion Wealth Management
Minnesota
$125K – – –
BC
3849
Barrett & Company
Rhode Island
$122K +$390 +1 +0.3%
FWP
3850
Fiduciary Wealth Partners
Massachusetts
$121K +$129K +331 New
152 153
154
155 156