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Name Holding Trade Value Shares
Change 		Change in
Stake
DWA
3551
Delos Wealth Advisors
Texas
$9.24K -$13K -26 -59%
TBFA
3552
Three Bearings Fiduciary Advisors
New Hampshire
$9.24K – – –
PS
3553
PayPay Securities
Japan
$8.73K – – –
RCM
3554
Richardson Capital Management
Wisconsin
$8.73K – – –
BCV
3555
Banque Cantonale Vaudoise
Switzerland
$8.69K +$714K +1,432 +9%
SA
3556
SRH Advisors
Kansas
$7.77K – – –
RPA
3557
Redwood Park Advisors
California
$7.74K – – –
QWM
3558
Quaker Wealth Management
New Jersey
$7.7K -$1.5K -3 -17%
CIAS
3559
CBIZ Investment Advisory Services
Ohio
$7.5K – – –
GWM
3560
Gilpin Wealth Management
Colorado
$7.19K – – –
MBFW
3561
Morton Brown Family Wealth
Pennsylvania
$7.19K +$2.99K +6 +75%
TCM
3562
Timbuktu Capital Management
Massachusetts
$6.26K +$5.98K +12 New
HIA
3563
Highland Investment Advisors
Florida
$6.2K +$5.98K +12 New
MIFH
3564
Migdal Insurance & Financial Holdings
Israel
$6.16K -$27.5M -55,110 -100%
FLP
3565
Financial Life Planners
Arizona
$5.68K – – –
KCM
3566
Key Capital Management
Tennessee
$5.65K +$4.49K +9 +450%
FA
3567
Financial Avengers
California
$5.45K – – –
MSWM
3568
Mowery & Schoenfeld Wealth Management
Illinois
$5.14K – – –
AIM
3569
Access Investment Management
Georgia
$5.14K – – –
IWP
3570
IAG Wealth Partners
Wisconsin
$5.14K – – –
MDA
3571
Minot DeBlois Advisors
Massachusetts
$5.14K – – –
AW
3572
Ankerstar Wealth
Texas
$4.62K – – –
FW
3573
Fairway Wealth
Ohio
$4.62K – – –
AS
3574
Altshuler Shaham
Israel
$4.62K +$499 +1 +13%
CF
3575
Conquis Financial
California
$4.11K – – –
141 142
143
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