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Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
4551
Birch Capital Management
Texas
$93.7K +$93.9K +160 New
AT
4552
Avalon Trust
New Mexico
$93.1K +$93.3K +159 New
FIM
4553
FWL Investment Management
Texas
$93.1K +$37K +63 +66%
HFS
4554
HBC Financial Services
Washington
$93K – – –
CFS
4555
CGC Financial Services
Oregon
$92.5K – – –
CWM
4556
Centricity Wealth Management
Ohio
$90.8K +$91K +155 New
LIS
4557
Legacy Investment Solutions
Idaho
$90K -$1.17K -2 -2%
LWMI
4558
Legacy Wealth Management (Idaho)
Idaho
$90K -$1.17K -2 -2%
EFP
4559
EnRich Financial Partners
Wisconsin
$89.6K – – –
KFP
4560
Keener Financial Planning
Texas
$87K – – –
PA
4561
Pineridge Advisors
Missouri
$84.3K +$41.7K +71 +97%
GIS
4562
Grayhawk Investment Strategies
Alberta, Canada
$84.3K – – –
VWWMG
4563
Vermillion & White Wealth Management Group
Pennsylvania
$82.6K – – –
APW
4564
Acima Private Wealth
Virginia
$80.2K – – –
CBT
4565
CoreFirst Bank & Trust
Kansas
$80.2K – – –
PP
4566
PrairieView Partners
Minnesota
$80K – – –
PWM
4567
Parkworth Wealth Management
California
$79.2K +$79.2K +135 New
LC
4568
Lavaca Capital
Texas
$77.3K +$77.5K +132 New
HFS
4569
Hopwood Financial Services
Virginia
$75.5K +$75.7K +129 New
CWM
4570
Cranbrook Wealth Management
Michigan
$75K +$1.17K +2 +2%
BGA
4571
Battery Global Advisors
Massachusetts
$73.4K – – –
CIR
4572
Clear Investment Research
Georgia
$71.3K +$1.76K +3 +3%
STB
4573
S&T Bank
Pennsylvania
$70.3K +$70.4K +120 New
IHWM
4574
Iron Horse Wealth Management
Iowa
$70.3K +$5.87K +10 +9%
BMC
4575
Bear Mountain Capital
Washington
$70K +$64.6K +110 New
181 182
183
184 185