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Name Holding Trade Value Shares
Change 		Change in
Stake
RS
4101
Rakuten Securities
Japan
$34.4K +$19.4K +53 +113%
DEM
4102
Disciplined Equity Management
Florida
$34.4K +$36.6K +100 New
FC
4103
Family CFO
California
$34.4K +$36.6K +100 New
WPWM
4104
Western Pacific Wealth Management
Illinois
$34.2K – – –
BWM
4105
Benson Wealth Management
Tennessee
$34.1K +$36.3K +99 New
Q1WB
4106
Quest 10 Wealth Builders
Virginia
$33.8K -$3.66K -10 -9%
KPP
4107
Kings Path Partners
Texas
$33.4K – – –
TBFA
4108
Three Bearings Fiduciary Advisors
New Hampshire
$31.5K +$30.8K +84 New
MAM
4109
Marquette Asset Management
Minnesota
$31.3K -$1.1K -3 -3%
NL
4110
Navalign LLC
California
$30.9K +$33K +90 New
TFG
4111
Team Financial Group
California
$30.1K – – –
OCM
4112
Osbon Capital Management
Massachusetts
$29.3K +$31.1K +85 New
AF
4113
Abound Financial
California
$29.2K +$31.1K +85 New
LAMC
4114
Longview Asset Management (California)
California
$28.6K +$5.49K +15 +22%
IUHSA
4115
Itau Unibanco Holding S.A.
Brazil
$28.2K -$1.63M -4,442 -98%
SVWA
4116
Sarver Vrooman Wealth Advisors
Missouri
$28.2K -$1.1K -3 -4%
KCM
4117
Key Capital Management
Tennessee
$27.9K +$29.7K +81 New
RTL
4118
Red Tortoise LLC
Georgia
$27.7K +$366 +1 +1%
MAS
4119
MPWM Advisory Solutions
Georgia
$27.6K +$18.3K +50 +167%
WAS
4120
Winch Advisory Services
Wisconsin
$27.3K – – –
NWM
4121
Navigoe Wealth Management
California
$27K – – –
FS
4122
Financially Speaking
Colorado
$26.5K – – –
AWMA
4123
Arbor Wealth Management (Arizona)
Arizona
$26.3K +$28.2K +77 New
HIIFS
4124
Harel Insurance Investments & Financial Services
Israel
$26K – – –
IAG
4125
Innovative Advisory Group
Massachusetts
$25.8K – – –
163 164
165
166 167