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Name Holding Trade Value Shares
Change 		Change in
Stake
1L
3976
10Elms LLP
Oklahoma
$54.5K +$57.2K +140 New
SFA
3977
Semmax Financial Advisors
North Carolina
$54.2K +$4.9K +12 +10%
AWM
3978
Accredited Wealth Management
Kentucky
$53.3K +$56K +137 New
STB
3979
S&T Bank
Pennsylvania
$52.1K +$54.7K +134 New
AWM
3980
Activest Wealth Management
Florida
$49K – – –
PCWA
3981
Pacific Capital Wealth Advisors
California
$47.9K -$4.08K -10 -8%
CWM
3982
Copia Wealth Management
Oregon
$47.1K +$49.4K +121 New
ATC
3983
Advantage Trust Company
Kansas
$45.5K – – –
VIS
3984
Vega Investment Solutions
France
$45.5K +$47.8K +117 New
SAS
3985
Spurstone Advisory Services
Connecticut
$44.7K +$47K +115 New
RF
3986
Robinswood Financial
Washington
$44.6K – – –
TC
3987
Tacita Capital
Ontario, Canada
$44.3K -$27K -66 -37%
TCM
3988
TruNorth Capital Management
Michigan
$44.2K -$36.8K -90 -44%
BFS
3989
Burkett Financial Services
South Carolina
$43.9K +$409 +1 +0.9%
SIS
3990
Strategic Investment Solutions
Illinois
$43.8K -$1.23K -3 -2%
LIS
3991
Legacy Investment Solutions
Idaho
$42K +$1.23K +3 +3%
LWMI
3992
Legacy Wealth Management (Idaho)
Idaho
$42K +$1.23K +3 +3%
BFP
3993
Briaud Financial Planning
Texas
$41K – – –
SMAM
3994
Sugar Maple Asset Management
Wisconsin
$40.8K +$42.9K +105 New
MIM
3995
Marshall Investment Management
Colorado
$40.5K +$40.9K +100 New
RS
3996
Rakuten Securities
Japan
$40.5K -$58.4K -143 -58%
NC
3997
NewSquare Capital
Pennsylvania
$39.7K +$27.8K +68 +200%
APW
3998
Atlantic Private Wealth
North Carolina
$38.9K – – –
FC
3999
Family CFO
California
$38.9K – – –
SC
4000
Skylands Capital
Wisconsin
$38.9K – – –
158 159
160
161 162