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Name Holding Trade Value Shares
Change 		Change in
Stake
KA
3401
Kozak & Associates
Colorado
$81.3K – – –
PWA
3402
Provenance Wealth Advisors
Florida
$81K +$8.09K +80 +16%
T
3403
Tidemark
California
$80.8K +$8.09K +80 +16%
DT
3404
DBA Trading
Florida
$79.4K – – –
IBOK
3405
Independence Bank of Kentucky
Kentucky
$78.2K – – –
CHC
3406
City Holding Co
West Virginia
$77.4K -$5.06K -50 -8%
RWM
3407
Raffa Wealth Management
District of Columbia
$76.1K -$20.8K -206 -27%
CTA
3408
Colonial Trust Advisors
South Carolina
$74.6K – – –
SFAM
3409
Sawyer Falduto Asset Management
Illinois
$73.8K – – –
RG
3410
RHL Group
Michigan
$70K +$50.6K +500 New
B
3411
Bayban
Minnesota
$69.8K – – –
CWM
3412
Consultiva Wealth Management
Puerto Rico
$69.8K – – –
CBT
3413
CoreFirst Bank & Trust
Kansas
$69.8K – – –
LB
3414
Legacy Bridge
Iowa
$69.8K – – –
TC
3415
Tacita Capital
Ontario, Canada
$69.8K – – –
HP
3416
Hartree Partners
New York
$69.8K +$50.6K +500 New
HFS
3417
Hughes Financial Services
Virginia
$67.7K +$26K +257 +113%
BTD
3418
BankPlus Trust Department
Mississippi
$65.9K – – –
TAP
3419
Tounjian Advisory Partners
Florida
$65.1K +$47.1K +466 New
AFA
3420
Alpha Financial Advisors
North Carolina
$63.3K +$45.9K +454 New
MAM
3421
Marquette Asset Management
Minnesota
$63.3K – – –
PA
3422
Prism Advisors
California
$62.6K +$45.3K +448 New
VWA
3423
Valued Wealth Advisors
Utah
$58.8K +$1.62K +16 +4%
OA
3424
Operose Advisors
Wisconsin
$58.5K -$820K -8,111 -95%
GCM
3425
Gunpowder Capital Management
Maryland
$57.8K – – –
135 136
137
138 139