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Name Holding Trade Value Shares
Change 		Change in
Stake
TLA
3126
Tanglewood Legacy Advisors
Texas
$65.9K – – –
KSB
3127
Kennebec Savings Bank
Maine
$65.9K – – –
MFC
3128
Mechanics Financial Corp
Ohio
$65K – – –
BI
3129
Binnacle Investments
Iowa
$64.9K +$22.6K +328 +50%
TCM
3130
Tradewinds Capital Management
Washington
$63.7K -$1.1K -16 -2%
OCM
3131
Osterweis Capital Management
California
$63.4K -$7.37K -107 -10%
SC
3132
Swan Capital
Florida
$63.1K +$3.51K +51 +6%
AFWM
3133
Abich Financial Wealth Management
Virginia
$62.7K +$65K +945 New
HWM
3134
HighMark Wealth Management
Minnesota
$62.1K -$1.1K -16 -2%
HNW
3135
High Note Wealth
Minnesota
$61.7K +$482 +7 +0.8%
HAP
3136
Harbor Asset Planning
Massachusetts
$61.7K +$344 +5 +0.5%
FFO
3137
Fortitude Family Office
Arizona
$61.6K -$1.86K -27 -3%
SA
3138
Seneschal Advisors
Washington
$60.7K +$63K +915 New
ATC
3139
Advantage Trust Company
Kansas
$60.5K -$57.1K -830 -48%
MSWM
3140
Mowery & Schoenfeld Wealth Management
Illinois
$60.2K -$3.3K -48 -5%
MAFA
3141
MJT & Associates Financial Advisory
Minnesota
$58.4K – – –
BDPWM
3142
Barnes Dennig Private Wealth Management
Ohio
$58K – – –
SC
3143
Stephens Consulting
Michigan
$56.4K -$129K -1,872 -69%
HHMI
3144
Howard Hughes Medical Institute
Maryland
$55.2K -$275 -4 -0.5%
T
3145
Tidemark
California
$53.4K +$895 +13 +2%
PW
3146
Pandora Wealth
Illinois
$52.5K – – –
GIM
3147
Gold Investment Management
Alberta, Canada
$51.5K +$275 +4 +0.5%
GA
3148
GoalVest Advisory
New York
$51.2K – – –
NWM
3149
Nova Wealth Management
Florida
$51.1K – – –
AWM
3150
Activest Wealth Management
Florida
$50.5K -$9.77K -142 -16%
124 125
126
127 128