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Name Holding Trade Value Shares
Change 		Change in
Stake
LSA
3176
Lansing Street Advisors
Pennsylvania
$158K – – –
NA
3177
Nordwand Advisors
Pennsylvania
$158K – – –
KHC
3178
Koesten Hirschmann & Crabtree
Kansas
$157K +$49.8K +202 +58%
NOI
3179
Newton One Investments
Delaware
$156K – – –
NECFA
3180
New England Capital Financial Advisors
Connecticut
$155K – – –
POIA
3181
Pin Oak Investment Advisors
Texas
$152K -$12.8K -52 -9%
DAC
3182
Dividend Assets Capital
South Carolina
$152K +$37K +150 +39%
MFT
3183
Moisand Fitzgerald Tamayo
Florida
$149K -$8.14K -33 -6%
CAM
3184
Costello Asset Management
Pennsylvania
$149K – – –
BEI
3185
Benjamin Edwards Inc
Missouri
$148K +$4.93K +20 +4%
PAM
3186
Paradigm Asset Management
New York
$144K – – –
WWP
3187
WR Wealth Planners
Missouri
$144K +$31.8K +129 +35%
MUAMU
3188
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$143K -$1.48M -6,000 -92%
TC
3189
Tacita Capital
Ontario, Canada
$143K – – –
BAM
3190
Bosun Asset Management
Illinois
$142K -$605K -2,450 -83%
GJIA
3191
Glass Jacobson Investment Advisors
Maryland
$141K +$122K +493 New
RWM
3192
Raffa Wealth Management
District of Columbia
$131K -$199K -806 -64%
2L
3193
25 LLC
Missouri
$131K +$3.21K +13 +3%
GWSA
3194
Global Wealth Strategies & Associates
Colorado
$127K – – –
DF
3195
Dunhill Financial
United Kingdom
$125K +$106K +430 New
RFA
3196
Resurgent Financial Advisors
Georgia
$123K -$25.4K -103 -19%
OA
3197
Operose Advisors
Wisconsin
$123K +$6.42K +26 +6%
AWM
3198
Abound Wealth Management
Tennessee
$123K +$6.66K +27 +7%
VFIC
3199
Valley Forge Investment Consultants
Pennsylvania
$121K +$104K +421 New
GC
3200
Globeflex Capital
California
$121K +$104K +420 New
126 127
128
129 130