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Name Holding Trade Value Shares
Change 		Change in
Stake
1L
3226
10Elms LLP
Oklahoma
$15.9K – – –
CTC
3227
Corundum Trust Company
South Dakota
$15.8K +$16.4K +238 New
TFG
3228
Team Financial Group
California
$15.3K +$69 +1 +0.4%
GPFA
3229
Game Plan Financial Advisors
Ohio
$13.3K – – –
SR
3230
Syntax Research
Florida
$13.3K – – –
MSWA
3231
Marshall & Sterling Wealth Advisors
New York
$13.2K +$206 +3 +2%
BCWM
3232
Ball & Co Wealth Management
Tennessee
$12K +$138 +2 +1%
AIM
3233
Access Investment Management
Georgia
$10.9K – – –
WA
3234
WestEnd Advisors
North Carolina
$10.8K +$1.58K +23 +16%
SHM
3235
Sagard Holdings Management
Ontario, Canada
$10.2K – – –
PWA
3236
Principia Wealth Advisory
Texas
$10.1K -$2.27K -33 -18%
IA
3237
IFS Advisors
Kansas
$9.81K – – –
CFP
3238
Comprehensive Financial Planning
Pennsylvania
$9.79K +$69 +1 +0.7%
JFG
3239
JDM Financial Group
Texas
$9.62K – – –
BHWM
3240
Bay Harbor Wealth Management
Maryland
$9.29K +$413 +6 +5%
BMC
3241
Bear Mountain Capital
Washington
$9.08K +$69 +1 +0.8%
NOI
3242
Newton One Investments
Delaware
$8.94K +$69 +1 +0.7%
WW
3243
Winnow Wealth
Texas
$8.78K -$33.2K -482 -79%
PS
3244
PayPay Securities
Japan
$8.54K +$3.79K +55 +74%
BCC
3245
Biglari Capital Corp
Texas
$7.96K – – –
SVCP
3246
Silicon Valley Capital Partners
California
$7.43K -$2K -29 -21%
T
3247
Transce3nd
Texas
$7.23K -$637K -9,254 -99%
GK
3248
Graney & King
New York
$6.96K – – –
LIM
3249
Longfellow Investment Management
Massachusetts
$6.7K – – –
CFG
3250
Clayton Financial Group
Missouri
$6.63K +$6.88K +100 New
128 129
130
131 132