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Name Holding Trade Value Shares
Change 		Change in
Stake
RDIA
2651
RE Dickinson Investment Advisors
Iowa
$59K – – –
MFA
2652
McClarren Financial Advisors
Pennsylvania
$58K +$1.39K +8 +2%
TWP
2653
Triad Wealth Partners
Kansas
$57.4K +$57.7K +332 New
DMIC
2654
Dixon Mitchell Investment Counsel
British Columbia, Canada
$56.2K -$17.4K -100 -24%
PCFFS
2655
Pacific Center for Financial Services
California
$54K – – –
BCPWM
2656
Bradley & Co Private Wealth Management
Florida
$52.7K – – –
W
2657
WealthCollab
Washington
$51.9K – – –
ATC
2658
Advantage Trust Company
Kansas
$51.9K +$52.1K +300 New
RF
2659
Robbins Farley
New Hampshire
$51.2K -$5.91K -34 -10%
AW
2660
Avion Wealth
Texas
$51K -$154K -889 -75%
KFP
2661
Keener Financial Planning
Texas
$51K – – –
BFP
2662
Briaud Financial Planning
Texas
$49K +$17.4K +100 +54%
SP
2663
SWS Partners
Ohio
$48.2K +$48.3K +278 New
TFGT
2664
TS Financial Group (TSFG)
Illinois
$48K -$17K -98 -26%
RCM
2665
Richardson Capital Management
Wisconsin
$47.6K – – –
GA
2666
GoalVest Advisory
New York
$46.4K -$15.6K -90 -25%
KFS
2667
Kelly Financial Services
Massachusetts
$46K +$348 +2 +0.8%
CJ
2668
Caitlin John
Michigan
$45K -$348 -2 -0.8%
LIP
2669
Liontrust Investment Partners
United Kingdom
$44.8K -$35.3K -203 -44%
LOIP
2670
Live Oak Investment Partners
Texas
$44.1K – – –
AWM
2671
Activest Wealth Management
Florida
$42.6K +$348 +2 +0.8%
GLR
2672
Great Lakes Retirement
Ohio
$40K +$40.1K +231 New
MBFW
2673
Morton Brown Family Wealth
Pennsylvania
$39.5K -$1.74K -10 -4%
WWM
2674
Wolff Wiese Magana
California
$38.4K +$10.4K +60 +37%
WPA
2675
West Paces Advisors
Georgia
$38.2K -$9.04K -52 -19%
105 106
107
108 109