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Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
3401
Legend Financial Advisors
Pennsylvania
$56.2K +$55.3K +100 New
BHWM
3402
Beaird Harris Wealth Management
Texas
$55.5K +$8.85K +16 +19%
BMC
3403
Bear Mountain Capital
Washington
$55.3K -$3.87K -7 -7%
FFL
3404
Financial Freedom LLC
Ohio
$55K -$553 -1 -1%
SA
3405
Scarborough Advisors
Maryland
$52.5K +$51.4K +93 New
PWM
3406
Parkworth Wealth Management
California
$52.3K +$7.74K +14 +18%
LWA
3407
Lowe Wealth Advisors
Maryland
$51.1K – – –
CCMI
3408
Creative Capital Management Investments
California
$51.1K +$4.98K +9 +11%
TH
3409
TCTC Holdings
Texas
$50.6K – – –
SRCM
3410
Signature Resources Capital Management
California
$50.6K +$37.1K +67 +291%
PP
3411
Pingora Partners
Wyoming
$48.9K – – –
RL
3412
Rogco LP
Oklahoma
$48.9K – – –
CMP
3413
Coston McIsaac & Partners
Maine
$46K – – –
UIA
3414
Ulland Investment Advisors
Minnesota
$46K – – –
SC
3415
Steph & Co
Wisconsin
$45.5K -$1.11K -2 -2%
1NWS
3416
1 North Wealth Services
Maryland
$45K – – –
AAG
3417
Accordant Advisory Group
Maryland
$44.4K -$1.11K -2 -2%
WW
3418
Winnow Wealth
Texas
$44.4K +$29.3K +53 +204%
TCA
3419
Trifecta Capital Advisors
Illinois
$43.3K – – –
DAM
3420
Delta Asset Management
Tennessee
$42.7K – – –
CAM
3421
Creekmur Asset Management
Illinois
$42.3K +$14.4K +26 +53%
SWP
3422
SIMA Wealth Partners
Virginia
$42.1K – – –
W
3423
WealthCollab
Washington
$42.1K +$1.66K +3 +4%
RCM
3424
Ravenstone Capital Management
$42.1K +$41.5K +75 New
TCM
3425
Tradewinds Capital Management
Washington
$41.7K – – –
135 136
137
138 139