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Name Holding Trade Value Shares
Change 		Change in
Stake
KA
3351
Kozak & Associates
Colorado
$57.5K +$22.3K +41 +58%
T
3352
Transce3nd
Texas
$56.5K -$121K -223 -68%
AWM
3353
AllSquare Wealth Management
New York
$54.8K – – –
JAM
3354
JCIC Asset Management
Ontario, Canada
$54.8K – – –
GXJ
3355
Global X Japan
Japan
$53.7K +$53.4K +98 New
FFL
3356
Financial Freedom LLC
Ohio
$53.6K – – –
HHGA
3357
Halbert Hargrove Global Advisors
California
$52.1K +$19.1K +35 +58%
SN
3358
Sittner & Nelson
Oregon
$50.4K – – –
TIM
3359
Tortoise Investment Management
New York
$49.9K -$128K -235 -72%
LWA
3360
Lowe Wealth Advisors
Maryland
$49.9K -$9.26K -17 -16%
AP
3361
Aspect Partners
Virginia
$49.9K +$4.36K +8 +10%
RAM
3362
Riggs Asset Management
Pennsylvania
$49.3K – – –
TH
3363
TCTC Holdings
Texas
$49.3K +$31.6K +58 +181%
Q1WB
3364
Quest 10 Wealth Builders
Virginia
$49.3K -$2.18K -4 -4%
CCM
3365
Cloud Capital Management
Washington
$48K +$47.4K +87 New
PP
3366
Pingora Partners
Wyoming
$47.7K -$13.6K -25 -22%
RL
3367
Rogco LP
Oklahoma
$47.7K – – –
LAMC
3368
Longview Asset Management (California)
California
$47.1K – – –
MCA
3369
Maryland Capital Advisors
Maryland
$46.6K – – –
HWP
3370
Highline Wealth Partners
California
$46.1K -$2.18K -4 -5%
SC
3371
Steph & Co
Wisconsin
$45.5K +$9.8K +18 +28%
BHWM
3372
Beaird Harris Wealth Management
Texas
$45.4K -$3.81K -7 -8%
CMP
3373
Coston McIsaac & Partners
Maine
$45K – – –
UIA
3374
Ulland Investment Advisors
Minnesota
$45K – – –
CCMI
3375
Creative Capital Management Investments
California
$44.9K – – –
133 134
135
136 137