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Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
1851
Cape Investment Advisory
Georgia
$16.7K – – –
RTL
1852
Red Tortoise LLC
Georgia
$16.7K – – –
CCM
1853
Copeland Capital Management
Pennsylvania
$16.7K +$16K +35 New
HWA
1854
Heritage Wealth Advisors
Virginia
$15.7K +$15.1K +33 New
RF
1855
Robinswood Financial
Washington
$15.7K +$15.1K +33 New
CAS
1856
Coppell Advisory Solutions
Texas
$15.3K – – –
AIM
1857
Arcadia Investment Management
Michigan
$14.8K – – –
IHWM
1858
Iron Horse Wealth Management
Iowa
$14.3K +$11K +24 +400%
PBK
1859
Peoples Bank (Kansas)
Kansas
$14.3K – – –
GWSA
1860
Global Wealth Strategies & Associates
Colorado
$13.8K +$13.2K +29 New
SC
1861
Steph & Co
Wisconsin
$13.8K +$13.2K +29 New
NRG
1862
Nemes Rush Group
Michigan
$13.8K -$20.5K -45 -60%
HWP
1863
Highline Wealth Partners
California
$13.4K +$7.76K +17 +155%
B
1864
Birchbrook
Maine
$13.4K – – –
JPWM
1865
Jamison Private Wealth Management
Georgia
$13.4K – – –
BWL
1866
Bogart Wealth LLC
Virginia
$13.4K – – –
PCMC
1867
Planning Capital Management Corporation
Pennsylvania
$13K +$12.3K +27 New
NMM
1868
Naples Money Management
Florida
$12.9K – – –
TPW
1869
Talon Private Wealth
Florida
$12.9K +$12.3K +27 New
PMFA
1870
Plante Moran Financial Advisors
Michigan
$12.4K -$26.9K -59 -69%
KFP
1871
Keener Financial Planning
Texas
$12K -$223K -488 -95%
FIM
1872
FWL Investment Management
Texas
$11.9K – – –
PCTC
1873
Perkins Coie Trust Company
Washington
$11.9K +$11.4K +25 New
RWM
1874
Ruedi Wealth Management
Illinois
$11K -$4.56K -10 -30%
WIM
1875
Westside Investment Management
California
$10.9K – – –
73 74
75
76 77