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Name Holding Trade Value Shares
Change 		Change in
Stake
HWP
3001
Highline Wealth Partners
California
$11.9K – – –
SWM
3002
Sanctuary Wealth Management
Idaho
$11.9K – – –
LOIP
3003
Live Oak Investment Partners
Texas
$11.1K – – –
HC
3004
Hoese & Co
Minnesota
$10.8K – – –
TH
3005
TCTC Holdings
Texas
$10.7K – – –
ACA
3006
Atlas Capital Advisors
Wyoming
$10.7K – – –
CWM
3007
CarsonAllaria Wealth Management
Illinois
$10.1K – – –
SRCM
3008
Signature Resources Capital Management
California
$9.81K +$9.24K +23 New
PS
3009
PayPay Securities
Japan
$9.29K +$2.01K +5 +31%
AFWM
3010
Abich Financial Wealth Management
Virginia
$9.16K +$8.44K +21 New
CG
3011
Cutler Group
California
$9K -$1.33M -3,299 -99%
SIA
3012
Sit Investment Associates
Minnesota
$9K – – –
ICM
3013
Islay Capital Management
Texas
$8.96K -$722K -1,798 -99%
MDCM
3014
Morgan Dempsey Capital Management
Wisconsin
$8.96K – – –
FA
3015
Financial Avengers
California
$8.68K – – –
JFG
3016
JDM Financial Group
Texas
$8.62K – – –
GPFA
3017
Game Plan Financial Advisors
Ohio
$8.53K +$8.04K +20 New
TC
3018
Truvestments Capital
Florida
$7.68K -$5.22K -13 -42%
LIM
3019
Longfellow Investment Management
Massachusetts
$7.68K – – –
NFA
3020
Northwest Financial Advisors
Virginia
$7.68K +$7.23K +18 New
KFP
3021
Keener Financial Planning
Texas
$7K +$6.43K +16 New
PCTC
3022
Perkins Coie Trust Company
Washington
$5.54K -$4.42K -11 -46%
WIM
3023
Westside Investment Management
California
$4.69K – – –
CAM
3024
Creekmur Asset Management
Illinois
$4.69K +$4.42K +11 New
VWWMG
3025
Vermillion & White Wealth Management Group
Pennsylvania
$4.69K +$4.42K +11 New
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121
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