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Name Holding Trade Value Shares
Change 		Change in
Stake
IA
4151
IFS Advisors
Kansas
$61.3K – – –
HC
4152
Hoese & Co
Minnesota
$60.1K +$51.5K +100 +2,000%
NC
4153
NewSquare Capital
Pennsylvania
$59K – – –
KLWA
4154
Kelly Lawrence W & Associates
California
$57.2K -$6.17K -12 -11%
AAG
4155
Accordant Advisory Group
Maryland
$57.2K – – –
FC
4156
Family CFO
California
$57.2K – – –
TJHA
4157
Thomas J. Herzfeld Advisors
Florida
$57.2K – – –
FDCP
4158
Foster Dykema Cabot & Partners
Massachusetts
$57.2K +$46.3K +90 +900%
FIM
4159
FWL Investment Management
Texas
$55K – – –
CCA
4160
Criterion Capital Advisors
Tennessee
$54.5K – – –
BHWM
4161
Beaird Harris Wealth Management
Texas
$50.4K -$4.63K -9 -9%
SWM
4162
Sanctuary Wealth Management
Idaho
$49.2K – – –
WFA
4163
West Financial Advisors
Iowa
$48.7K +$43.7K +85 New
VF
4164
VitalStone Financial
Texas
$48.1K -$416K -809 -91%
HF
4165
Halpern Financial
Virginia
$46.4K +$41.7K +81 New
KSWA
4166
Kathleen S. Wright Associates
Pennsylvania
$45.2K -$5.66K -11 -12%
BOC
4167
Bull Oak Capital
California
$41.9K – – –
PA
4168
Pineridge Advisors
Missouri
$41.8K -$1.54K -3 -4%
CWM
4169
CarsonAllaria Wealth Management
Illinois
$40.7K +$8.23K +16 +29%
TLA
4170
Tanglewood Legacy Advisors
Texas
$40.6K – – –
TWD
4171
True Wealth Design
Ohio
$36.6K – – –
SHF
4172
Safe Harbor Fiduciary
Florida
$36.1K +$32.4K +63 New
RWM
4173
Ruedi Wealth Management
Illinois
$33.2K -$11.3K -22 -28%
LAM
4174
Lummis Asset Management
Texas
$32.6K – – –
JFG
4175
JDM Financial Group
Texas
$29.8K +$26.8K +52 New
165 166
167
168 169