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Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
3376
Winthrop Capital Management
Indiana
$73K – – –
TWD
3377
True Wealth Design
Ohio
$72.7K +$38.5K +67 +110%
SC
3378
Swan Capital
Florida
$71.1K -$3.45K -6 -5%
LI
3379
Louisbourg Investments
New Brunswick, Canada
$70.5K +$45.9K +80 +182%
MWPCG
3380
Measured Wealth Private Client Group
New Hampshire
$70K +$70.6K +123 New
SC
3381
Steph & Co
Wisconsin
$69.4K +$23.5K +41 +51%
FIM
3382
FWL Investment Management
Texas
$67.7K -$3.45K -6 -5%
VWA
3383
Valued Wealth Advisors
Utah
$66.7K +$1.15K +2 +2%
KA
3384
Kozak & Associates
Colorado
$65.8K +$8.04K +14 +13%
AP
3385
Aspect Partners
Virginia
$63.1K -$2.3K -4 -3%
HFS
3386
Horizon Financial Services
North Carolina
$63.1K +$36.8K +64 +136%
PWA
3387
Principia Wealth Advisory
Texas
$62.6K +$38.5K +67 +156%
BHWM
3388
Beaird Harris Wealth Management
Texas
$62.5K +$6.32K +11 +11%
DWA
3389
Delos Wealth Advisors
Texas
$62K – – –
PAM
3390
Palisade Asset Management
Minnesota
$58K +$58.6K +102 New
LWMI
3391
Legacy Wealth Management (Idaho)
Idaho
$57.5K -$2.3K -4 -4%
BMC
3392
Bear Mountain Capital
Washington
$57.2K – – –
AWM
3393
AllSquare Wealth Management
New York
$56.9K – – –
TCA
3394
Trifecta Capital Advisors
Illinois
$56.9K +$13.2K +23 +30%
JAM
3395
JCIC Asset Management
Ontario, Canada
$56.9K +$57.4K +100 New
UIA
3396
Ulland Investment Advisors
Minnesota
$56K +$9.19K +16 +20%
FFL
3397
Financial Freedom LLC
Ohio
$55.7K +$574 +1 +1%
AAG
3398
Accordant Advisory Group
Maryland
$54K +$9.19K +16 +20%
SA
3399
Scarborough Advisors
Maryland
$53.1K – – –
Q1WB
3400
Quest 10 Wealth Builders
Virginia
$52.9K -$23K -40 -30%
134 135
136
137 138