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Name Holding Trade Value Shares
Change 		Change in
Stake
SA
2526
SRH Advisors
Kansas
$31K – – –
IRC
2527
Investors Research Corp
Georgia
$31K +$3.44K +10 +11%
GIS
2528
Grayhawk Investment Strategies
Alberta, Canada
$31K +$26.2K +76 New
SC
2529
Schubert & Co
Texas
$30K +$15.5K +45 +92%
PP
2530
PrairieView Partners
Minnesota
$27K – – –
SN
2531
Sittner & Nelson
Oregon
$27K – – –
AS
2532
Altshuler Shaham
Israel
$26K -$10.7K -31 -28%
FWM
2533
Focused Wealth Management
New York
$26K – – –
CMP
2534
Coston McIsaac & Partners
Maine
$25K +$27.6K +80 New
BRWM
2535
B. Riley Wealth Management
Tennessee
$24.4K -$3.35M -9,735 -42%
FSWA
2536
Financial Synergies Wealth Advisors
Texas
$24.4K +$26.5K +77 New
BCM
2537
Birch Capital Management
Texas
$24.1K +$26.5K +77 New
GM
2538
GeoWealth Management
Illinois
$24K -$123K -356 -82%
PFA
2539
Professional Financial Advisors
Nebraska
$24K -$8.61K -25 -25%
CFN
2540
Cordasco Financial Network
Florida
$22K – – –
MAM
2541
Marquette Asset Management
Minnesota
$22K – – –
GLLW
2542
Graves Light Lenhart Wealth
Virginia
$21K – – –
DI
2543
Disciplined Investments
Oklahoma
$20K +$3.79K +11 +22%
ETI
2544
Enterprise Trust & Investment
California
$20K +$21.7K +63 New
SCA
2545
Stuart Chaussee & Associates
California
$17K – – –
KA
2546
Kozak & Associates
Colorado
$17K +$1.72K +5 +10%
TC
2547
Truvestments Capital
Florida
$17K +$18.3K +53 New
SC
2548
Stephens Consulting
Michigan
$16.1K – – –
APC
2549
Aspire Private Capital
North Carolina
$16K – – –
EIM
2550
Essex Investment Management
Massachusetts
$16K – – –
100 101
102
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