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Name Holding Trade Value Shares
Change 		Change in
Stake
RTL
3976
Red Tortoise LLC
Georgia
$42.2K -$1.34K -3 -3%
SWM
3977
Sanctuary Wealth Management
Idaho
$41.8K – – –
RFS
3978
Richardson Financial Services
Massachusetts
$40.8K +$19.2K +43 +96%
QL
3979
Quarry LP
New York
$40.8K +$37.5K +84 New
GCM
3980
Gables Capital Management
Florida
$36.4K – – –
BOC
3981
Bull Oak Capital
California
$35.5K – – –
TLA
3982
Tanglewood Legacy Advisors
Texas
$34.5K +$4.91K +11 +18%
CWA
3983
Carolina Wealth Advisors
South Carolina
$34K – – –
DWA
3984
Delos Wealth Advisors
Texas
$33.5K +$25.9K +58 +527%
PS
3985
PayPay Securities
Japan
$32K +$3.57K +8 +14%
CYG
3986
Clean Yield Group
Vermont
$29.2K – – –
LAM
3987
Lummis Asset Management
Texas
$27.7K -$112K -250 -81%
CWM
3988
CarsonAllaria Wealth Management
Illinois
$26.7K – – –
FSWA
3989
Financial Synergies Wealth Advisors
Texas
$25.8K -$16.5K -37 -41%
CB
3990
Centennial Bank
Arkansas
$24.3K – – –
KHC
3991
Koesten Hirschmann & Crabtree
Kansas
$24.3K – – –
TWD
3992
True Wealth Design
Ohio
$24.3K +$9.81K +22 +79%
RDIA
3993
RE Dickinson Investment Advisors
Iowa
$24K – – –
GCGDR
3994
Geo Capital Gestora de Recursos
Brazil
$23K -$4.46K -10 -17%
WAM
3995
WFA Asset Management
Wisconsin
$22.8K – – –
CIAS
3996
CBIZ Investment Advisory Services
Ohio
$21.9K +$20.1K +45 New
PFA
3997
Pathway Financial Advisers
Indiana
$19.4K -$28.5K -64 -62%
HRC
3998
Hoertkorn Richard Charles
$18.9K – – –
MRCM
3999
M&R Capital Management
New Jersey
$18.5K -$290K -650 -94%
IHWM
4000
Iron Horse Wealth Management
Iowa
$18.5K – – –
158 159
160
161 162