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Name Holding Trade Value Shares
Change 		Change in
Stake
TFM
1751
TFC Financial Management
Massachusetts
$38.1K +$866 +2 +3%
AA
1752
Addison Advisors
Vermont
$38.1K – – –
MIM
1753
Manitou Investment Management
Ontario, Canada
$38.1K – – –
GA
1754
GoalVest Advisory
New York
$37.1K -$2.17K -5 -6%
RS
1755
Rakuten Securities
Japan
$35.8K +$26K +60 +353%
CAL
1756
Capital Analysts LLC
Pennsylvania
$35K +$1.3K +3 +4%
VWA
1757
Valued Wealth Advisors
Utah
$33.9K +$10.4K +24 +49%
BWP
1758
Baldwin Wealth Partners
Massachusetts
$33.9K +$11.3K +26 +55%
SA
1759
Scarborough Advisors
Maryland
$33.4K – – –
DMKJ
1760
David M. Knott Jr
$33K – – –
AFS
1761
Annapolis Financial Services
Maryland
$32K – – –
TWP
1762
TFO Wealth Partners
Ohio
$32K – – –
CJ
1763
Caitlin John
Michigan
$31.6K -$433 -1 -1%
LWANC
1764
Laurel Wealth Advisors (North Carolina)
North Carolina
$31.6K +$29.4K +68 New
VAG
1765
VisionPoint Advisory Group
Texas
$30.6K – – –
FPF
1766
First Pacific Financial
Washington
$30.2K +$28.1K +65 New
BSB
1767
Bangor Savings Bank
Maine
$28.8K – – –
CCA
1768
Criterion Capital Advisors
Tennessee
$28.8K +$1.73K +4 +7%
FAM
1769
Fred Alger Management
New York
$28.3K – – –
MA
1770
Montag & Associates
Georgia
$27.9K -$19.9K -46 -43%
W
1771
WealthCollab
Washington
$27.9K -$11.7K -27 -31%
LI
1772
Louisbourg Investments
New Brunswick, Canada
$27.9K +$26K +60 New
SVCP
1773
Silicon Valley Capital Partners
California
$25.9K – – –
RG
1774
Retirement Group
California
$25.1K +$23.4K +54 New
AS
1775
Altshuler Shaham
Israel
$24.1K +$22.5K +52 New
69 70
71
72 73