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Name Holding Trade Value Shares
Change 		Change in
Stake
CI
4076
Clal Insurance
Israel
$45K -$9.16K -25 -16%
CWP
4077
Clark Wealth Partners
Illinois
$43.9K – – –
MFG
4078
Mendota Financial Group
Wisconsin
$43.7K -$38.5K -105 -45%
ACA
4079
American Capital Advisory
Idaho
$43.4K +$733 +2 +2%
TPBG
4080
Turning Point Benefit Group
Maryland
$42K +$24.2K +66 +118%
CAM
4081
Close Asset Management
United Kingdom
$39K -$218K -596 -84%
MDA
4082
Minot DeBlois Advisors
Massachusetts
$38.8K -$37.4K -102 -47%
WA
4083
Whipplewood Advisors
Colorado
$37.2K +$2.93K +8 +8%
DWA
4084
Delos Wealth Advisors
Texas
$36.5K – – –
NWS
4085
Nvest Wealth Strategies
Ohio
$36.1K +$38.5K +105 New
SA
4086
Seneschal Advisors
Washington
$35.8K -$50.2K -137 -57%
BGA
4087
Battery Global Advisors
Massachusetts
$35K -$130K -356 -74%
BFS
4088
Burkett Financial Services
South Carolina
$34.7K – – –
SC
4089
Skylands Capital
Wisconsin
$34.4K – – –
RS
4090
Rakuten Securities
Japan
$34.4K +$19.4K +53 +113%
DEM
4091
Disciplined Equity Management
Florida
$34.4K +$36.6K +100 New
FC
4092
Family CFO
California
$34.4K +$36.6K +100 New
WPWM
4093
Western Pacific Wealth Management
Illinois
$34.2K – – –
BWM
4094
Benson Wealth Management
Tennessee
$34.1K +$36.3K +99 New
Q1WB
4095
Quest 10 Wealth Builders
Virginia
$33.8K -$3.66K -10 -9%
KPP
4096
Kings Path Partners
Texas
$33.4K – – –
TBFA
4097
Three Bearings Fiduciary Advisors
New Hampshire
$31.5K +$30.8K +84 New
MAM
4098
Marquette Asset Management
Minnesota
$31.3K -$1.1K -3 -3%
NL
4099
Navalign LLC
California
$30.9K +$33K +90 New
TFG
4100
Team Financial Group
California
$30.1K – – –
162 163
164
165 166