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Name Holding Trade Value Shares
Change 		Change in
Stake
FG
3951
Fairman Group
Pennsylvania
$101K – – –
CIAM
3952
Caitong International Asset Management
Hong Kong
$100K -$229K -582 -70%
RF
3953
Robinswood Financial
Washington
$100K – – –
TC
3954
Tacita Capital
Ontario, Canada
$98.9K – – –
BCWM
3955
Ball & Co Wealth Management
Tennessee
$98K +$393 +1 +0.4%
SA
3956
Seneschal Advisors
Washington
$97.6K +$94.8K +241 New
FFL
3957
Financial Freedom LLC
Ohio
$96.7K – – –
CIR
3958
Clear Investment Research
Georgia
$96K -$1.57K -4 -2%
TCM
3959
TruNorth Capital Management
Michigan
$95.2K +$49.5K +126 +116%
WPA
3960
Wealth Preservation Advisors
Tennessee
$94.4K +$3.15K +8 +4%
MFG
3961
Mendota Financial Group
Wisconsin
$94K – – –
HWM
3962
HighMark Wealth Management
Minnesota
$92.9K – – –
EPAM
3963
Evelyn Partners Asset Management
$92K +$13.8K +35 +18%
CWM
3964
Cedar Wealth Management
California
$91.6K – – –
CSC
3965
Cove Street Capital
California
$89.1K – – –
CCM
3966
Cloud Capital Management
Washington
$87K +$84.5K +215 New
MDA
3967
Minot DeBlois Advisors
Massachusetts
$87K – – –
HHMI
3968
Howard Hughes Medical Institute
Maryland
$86.7K – – –
BI
3969
Binnacle Investments
Iowa
$85.5K +$26.7K +68 +48%
UFF
3970
USA Financial Formulas
Michigan
$83.9K -$2.36K -6 -3%
HWM
3971
Horizons Wealth Management
North Carolina
$83.1K – – –
CWM
3972
Copia Wealth Management
Oregon
$83.1K +$33K +84 +69%
AWM
3973
Activest Wealth Management
Florida
$81.8K +$17.3K +44 +28%
GJIA
3974
Glass Jacobson Investment Advisors
Maryland
$81.2K – – –
CW
3975
Curio Wealth
Maryland
$77.8K -$9.83K -25 -12%
157 158
159
160 161