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Name Holding Trade Value Shares
Change 		Change in
Stake
STB
3976
S&T Bank
Pennsylvania
$52.1K +$54.7K +134 New
AWM
3977
Activest Wealth Management
Florida
$49K – – –
PCWA
3978
Pacific Capital Wealth Advisors
California
$47.9K -$4.08K -10 -8%
CWM
3979
Copia Wealth Management
Oregon
$47.1K +$49.4K +121 New
ATC
3980
Advantage Trust Company
Kansas
$45.5K – – –
VIS
3981
Vega Investment Solutions
France
$45.5K +$47.8K +117 New
SAS
3982
Spurstone Advisory Services
Connecticut
$44.7K +$47K +115 New
RF
3983
Robinswood Financial
Washington
$44.6K – – –
TC
3984
Tacita Capital
Ontario, Canada
$44.3K -$27K -66 -37%
TCM
3985
TruNorth Capital Management
Michigan
$44.2K -$36.8K -90 -44%
BFS
3986
Burkett Financial Services
South Carolina
$43.9K +$409 +1 +0.9%
SIS
3987
Strategic Investment Solutions
Illinois
$43.8K -$1.23K -3 -2%
LIS
3988
Legacy Investment Solutions
Idaho
$42K +$1.23K +3 +3%
LWMI
3989
Legacy Wealth Management (Idaho)
Idaho
$42K +$1.23K +3 +3%
BFP
3990
Briaud Financial Planning
Texas
$41K – – –
SMAM
3991
Sugar Maple Asset Management
Wisconsin
$40.8K +$42.9K +105 New
MIM
3992
Marshall Investment Management
Colorado
$40.5K +$40.9K +100 New
RS
3993
Rakuten Securities
Japan
$40.5K -$58.4K -143 -58%
NC
3994
NewSquare Capital
Pennsylvania
$39.7K +$27.8K +68 +200%
APW
3995
Atlantic Private Wealth
North Carolina
$38.9K – – –
FC
3996
Family CFO
California
$38.9K – – –
SC
3997
Skylands Capital
Wisconsin
$38.9K – – –
SIP
3998
Sellwood Investment Partners
Oregon
$38.9K +$40.9K +100 New
WAS
3999
Winch Advisory Services
Wisconsin
$38.1K -$6.54K -16 -14%
KPP
4000
Kings Path Partners
Texas
$37.7K – – –
158 159
160
161 162