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Name Holding Trade Value Shares
Change 		Change in
Stake
TC
4001
Tacita Capital
Ontario, Canada
$81.2K +$4.74K +13 +6%
BCWM
4002
Ball & Co Wealth Management
Tennessee
$80K +$729 +2 +0.8%
CIR
4003
Clear Investment Research
Georgia
$78.6K +$87.1K +239 New
FFL
4004
Financial Freedom LLC
Ohio
$78.5K – – –
TWD
4005
True Wealth Design
Ohio
$77.3K +$14.6K +40 +21%
CW
4006
Curio Wealth
Maryland
$72.4K +$729 +2 +0.9%
CMP
4007
Coston McIsaac & Partners
Maine
$72K -$24.8K -68 -24%
HWM
4008
HighMark Wealth Management
Minnesota
$69.8K -$2.19K -6 -3%
CFP
4009
Comprehensive Financial Planning
Pennsylvania
$69.5K -$67.8K -186 -47%
CF
4010
Collier Financial
Colorado
$69.5K -$6.92K -19 -8%
OCM
4011
Osbon Capital Management
Massachusetts
$69.3K +$45.9K +126 +148%
C
4012
Covestor
United Kingdom
$68K -$80.5K -221 -52%
HWM
4013
Horizons Wealth Management
North Carolina
$67.4K – – –
MDA
4014
Minot DeBlois Advisors
Massachusetts
$67.4K +$33.5K +92 +81%
RPA
4015
Redwood Park Advisors
California
$66.8K -$364 -1 -0.5%
GJIA
4016
Glass Jacobson Investment Advisors
Maryland
$66.1K +$364 +1 +0.5%
AIM
4017
Access Investment Management
Georgia
$65.8K -$58.7K -161 -45%
MBFW
4018
Morton Brown Family Wealth
Pennsylvania
$64.5K +$364 +1 +0.5%
BHWM
4019
Bay Harbor Wealth Management
Maryland
$64K +$45.6K +125 +181%
SA
4020
Strategic Advocates
Utah
$63.1K -$237K -651 -77%
CFO
4021
Capitol Family Office
Oregon
$63K – – –
MWM
4022
Magnolia Wealth Management
Alabama
$62.8K +$69.6K +191 New
WA
4023
Whipplewood Advisors
Colorado
$61.2K +$28.4K +78 +72%
TLA
4024
Tanglewood Legacy Advisors
Texas
$60.1K -$729 -2 -1%
EF
4025
Entrust Financial
Pennsylvania
$59.6K – – –
159 160
161
162 163