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Name Holding Trade Value Shares
Change 		Change in
Stake
TLA
4601
Tanglewood Legacy Advisors
Texas
$41.6K – – –
AWM
4602
Avondale Wealth Management
Texas
$41K +$41.1K +70 New
FNWA
4603
Financial Network Wealth Advisors
Utah
$39.8K -$182K -310 -82%
MEG
4604
Millstone Evans Group
Colorado
$39.8K +$39.9K +68 New
SC
4605
Steph & Co
Wisconsin
$38.1K -$52.2K -89 -58%
SHF
4606
Safe Harbor Fiduciary
Florida
$36.9K – – –
CWA
4607
Carolina Wealth Advisors
South Carolina
$35.1K -$32.9K -56 -48%
RWM
4608
Ruedi Wealth Management
Illinois
$34K – – –
LAM
4609
Lummis Asset Management
Texas
$33.4K – – –
PWA
4610
Principia Wealth Advisory
Texas
$32.8K +$32.9K +56 New
CYG
4611
Clean Yield Group
Vermont
$31.6K -$35.2K -60 -53%
JFG
4612
JDM Financial Group
Texas
$30.4K – – –
CWM
4613
CarsonAllaria Wealth Management
Illinois
$29.9K -$11.7K -20 -28%
RDIA
4614
RE Dickinson Investment Advisors
Iowa
$29.3K – – –
AT
4615
Avenir Tech
Hong Kong
$29.3K – – –
KHC
4616
Koesten Hirschmann & Crabtree
Kansas
$29.3K – – –
PS
4617
PayPay Securities
Japan
$28.1K – – –
WAM
4618
WFA Asset Management
Wisconsin
$27.6K – – –
HWM
4619
Horizons Wealth Management
North Carolina
$26.9K – – –
DWA
4620
Delos Wealth Advisors
Texas
$25.2K – – –
PIS
4621
POM Investment Strategies
North Carolina
$25.2K – – –
FW
4622
Fairway Wealth
Ohio
$24.6K – – –
CAIM
4623
Catherine Avery Investment Management
Florida
$24.6K +$24.7K +42 New
CWM
4624
Consultiva Wealth Management
Puerto Rico
$23.4K +$23.5K +40 New
VWA
4625
VSM Wealth Advisory
Maryland
$23.4K +$23.5K +40 New
183 184
185
186 187