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Name Holding Trade Value Shares
Change 		Change in
Stake
FPB
4051
First PREMIER Bank
South Dakota
$51K – – –
CWM
4052
Cranbrook Wealth Management
Michigan
$50.9K – – –
FCMT
4053
Founders Capital Management (Texas)
Texas
$50.9K – – –
AAG
4054
Accordant Advisory Group
Maryland
$50.4K -$33.1K -68 -40%
FC
4055
Family CFO
California
$50.4K – – –
MWA
4056
Miller Wealth Advisors
Colorado
$50.4K – – –
TJHA
4057
Thomas J. Herzfeld Advisors
Florida
$50.4K – – –
BHWM
4058
Beaird Harris Wealth Management
Texas
$48.9K -$21.9K -45 -32%
FIM
4059
FWL Investment Management
Texas
$48.4K – – –
KSWA
4060
Kathleen S. Wright Associates
Pennsylvania
$45.4K – – –
SWM
4061
Sanctuary Wealth Management
Idaho
$43.4K – – –
RWM
4062
Ruedi Wealth Management
Illinois
$40.3K +$21.4K +44 +122%
CWA
4063
Carolina Wealth Advisors
South Carolina
$39.3K +$3.89K +8 +11%
PA
4064
Pineridge Advisors
Missouri
$38.3K -$9.72K -20 -21%
GCM
4065
Gables Capital Management
Florida
$37.8K – – –
PIS
4066
POM Investment Strategies
North Carolina
$37.8K +$36.5K +75 New
BOC
4067
Bull Oak Capital
California
$36.9K – – –
TLA
4068
Tanglewood Legacy Advisors
Texas
$35.8K – – –
DWA
4069
Delos Wealth Advisors
Texas
$34.8K – – –
WAM
4070
WFA Asset Management
Wisconsin
$33.8K +$9.72K +20 +43%
TWD
4071
True Wealth Design
Ohio
$32.3K +$6.8K +14 +28%
CYG
4072
Clean Yield Group
Vermont
$30.3K – – –
LFA
4073
LGT Financial Advisors
Texas
$28.7K -$1.15M -2,358 -98%
LAM
4074
Lummis Asset Management
Texas
$28.7K – – –
CWM
4075
CarsonAllaria Wealth Management
Illinois
$27.8K – – –
161 162
163
164 165