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Name Holding Trade Value Shares
Change 		Change in
Stake
KSWA
3976
Kathleen S. Wright Associates
Pennsylvania
$43.7K +$40.1K +90 New
RTL
3977
Red Tortoise LLC
Georgia
$42.2K -$1.34K -3 -3%
SWM
3978
Sanctuary Wealth Management
Idaho
$41.8K – – –
RFS
3979
Richardson Financial Services
Massachusetts
$40.8K +$19.2K +43 +96%
QL
3980
Quarry LP
New York
$40.8K +$37.5K +84 New
GCM
3981
Gables Capital Management
Florida
$36.4K – – –
BOC
3982
Bull Oak Capital
California
$35.5K – – –
TLA
3983
Tanglewood Legacy Advisors
Texas
$34.5K +$4.91K +11 +18%
CWA
3984
Carolina Wealth Advisors
South Carolina
$34K – – –
DWA
3985
Delos Wealth Advisors
Texas
$33.5K +$25.9K +58 +527%
PS
3986
PayPay Securities
Japan
$32K +$3.57K +8 +14%
CYG
3987
Clean Yield Group
Vermont
$29.2K – – –
LAM
3988
Lummis Asset Management
Texas
$27.7K -$112K -250 -81%
CWM
3989
CarsonAllaria Wealth Management
Illinois
$26.7K – – –
FSWA
3990
Financial Synergies Wealth Advisors
Texas
$25.8K -$16.5K -37 -41%
CB
3991
Centennial Bank
Arkansas
$24.3K – – –
KHC
3992
Koesten Hirschmann & Crabtree
Kansas
$24.3K – – –
TWD
3993
True Wealth Design
Ohio
$24.3K +$9.81K +22 +79%
RDIA
3994
RE Dickinson Investment Advisors
Iowa
$24K – – –
GCGDR
3995
Geo Capital Gestora de Recursos
Brazil
$23K -$4.46K -10 -17%
WAM
3996
WFA Asset Management
Wisconsin
$22.8K – – –
CIAS
3997
CBIZ Investment Advisory Services
Ohio
$21.9K +$20.1K +45 New
PFA
3998
Pathway Financial Advisers
Indiana
$19.4K -$28.5K -64 -62%
HRC
3999
Hoertkorn Richard Charles
$18.9K – – –
MRCM
4000
M&R Capital Management
New Jersey
$18.5K -$290K -650 -94%
158 159
160
161 162