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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
3026
Compass Wealth Management
Connecticut
$21.2K +$17K +100 New
FCMT
3027
Founders Capital Management (Texas)
Texas
$21K – – –
NSG
3028
Nalls Sherbakoff Group
Tennessee
$20.2K +$16.5K +97 New
WAM
3029
WFA Asset Management
Wisconsin
$19.7K – – –
FSWA
3030
Financial Synergies Wealth Advisors
Texas
$19.1K – – –
OSNBOA
3031
Old Second National Bank of Aurora
Illinois
$17.2K -$1.91M -11,201 -99%
PS
3032
PayPay Securities
Japan
$15.9K -$3.24K -19 -20%
GCM
3033
Gables Capital Management
Florida
$15.9K – – –
CIM
3034
Contravisory Investment Management
Massachusetts
$15.9K +$12.8K +75 New
WOC
3035
West Oak Capital
California
$15.9K +$12.8K +75 New
CWA
3036
Carolina Wealth Advisors
South Carolina
$14.8K – – –
TFA
3037
Transamerica Financial Advisors
Florida
$14K +$8.52K +50 +313%
MIM
3038
Macroview Investment Management
Maryland
$13.8K +$9.2K +54 +491%
BHWM
3039
Beaird Harris Wealth Management
Texas
$12.9K -$39.7K -233 -79%
CYG
3040
Clean Yield Group
Vermont
$12.7K -$6.98K -41 -41%
TLA
3041
Tanglewood Legacy Advisors
Texas
$12.7K +$8.52K +50 +500%
GAG
3042
Goodman Advisory Group
Massachusetts
$12.1K +$9.71K +57 New
CWM
3043
Cranbrook Wealth Management
Michigan
$11.9K – – –
MBFW
3044
Morton Brown Family Wealth
Pennsylvania
$11.9K +$3.58K +21 +60%
TWD
3045
True Wealth Design
Ohio
$11.7K +$1.19K +7 +15%
GG
3046
Gleason Group
Kentucky
$10.6K – – –
OIS
3047
Okabena Investment Services
Minnesota
$10.4K +$3.75K +22 +81%
SSC
3048
Syverson Strege & Co
Iowa
$9.54K – – –
GKIM
3049
GW&K Investment Management
Massachusetts
$9K +$6.98K +41 New
AFIA
3050
America First Investment Advisors
Nebraska
$8.48K – – –
120 121
122
123 124