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Name Holding Trade Value Shares
Change 		Change in
Stake
TIM
3926
Thompson Investment Management
Wisconsin
$46.5K -$41.7K -107 -46%
BFP
3927
Briaud Financial Planning
Texas
$46K +$7.79K +20 +19%
STB
3928
S&T Bank
Pennsylvania
$44.7K -$4.68K -12 -9%
CWM
3929
Copia Wealth Management
Oregon
$44.3K – – –
MFA
3930
McClarren Financial Advisors
Pennsylvania
$44K +$141K +363 +12,100%
VIS
3931
Vega Investment Solutions
France
$42.2K – – –
SAS
3932
Spurstone Advisory Services
Connecticut
$42.1K – – –
Q1WB
3933
Quest 10 Wealth Builders
Virginia
$41.9K +$11.7K +30 +36%
TC
3934
Tacita Capital
Ontario, Canada
$41.8K – – –
BFS
3935
Burkett Financial Services
South Carolina
$41.6K +$390 +1 +0.9%
CFS
3936
Compass Financial Services
Iowa
$41.4K +$44K +113 New
BI
3937
Binnacle Investments
Iowa
$40.7K +$43.3K +111 New
MIM
3938
Marshall Investment Management
Colorado
$40.3K +$3.9K +10 +10%
LWMI
3939
Legacy Wealth Management (Idaho)
Idaho
$37.7K – – –
FC
3940
Family CFO
California
$36.6K – – –
SC
3941
Skylands Capital
Wisconsin
$36.6K – – –
IHWM
3942
Iron Horse Wealth Management
Iowa
$36.3K +$17.9K +46 +87%
WAS
3943
Winch Advisory Services
Wisconsin
$36.1K +$390 +1 +1%
RS
3944
Rakuten Securities
Japan
$35.9K -$2.34K -6 -6%
KPP
3945
Kings Path Partners
Texas
$35.5K – – –
ATC
3946
Advantage Trust Company
Kansas
$33.7K -$9.74K -25 -21%
CAIM
3947
Catherine Avery Investment Management
Florida
$33K – – –
JFG
3948
JDM Financial Group
Texas
$33K – – –
AF
3949
Abound Financial
California
$31.2K +$33.1K +85 New
SVWA
3950
Sarver Vrooman Wealth Advisors
Missouri
$31.2K +$33.1K +85 New
156 157
158
159 160