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Name Holding Trade Value Shares
Change 		Change in
Stake
JE
4776
Jacobs Equity
Utah
$230K +$249K +408 New
NWM
4777
Nova Wealth Management
Florida
$230K +$122K +199 +95%
TWD
4778
True Wealth Design
Ohio
$229K +$2.45K +4 +1%
FCIM
4779
Fairview Capital Investment Management
California
$229K -$18.3K -30 -7%
RIS
4780
Richmond Investment Services
Wisconsin
$228K -$613K -1,003 -71%
PS
4781
Pinney & Scofield
Massachusetts
$228K – – –
KIC
4782
Keating Investment Counselors
Florida
$228K – – –
IAA
4783
Ironsides Asset Advisors
North Carolina
$228K – – –
NS
4784
Northland Securities
Minnesota
$227K – – –
ODA
4785
One Degree Advisors
California
$227K – – –
VWA
4786
Valued Wealth Advisors
Utah
$226K +$20.8K +34 +9%
GAMA
4787
Graticule Asia Macro Advisors
New York
$226K +$245K +401 New
EWM
4788
Endowment Wealth Management
Wisconsin
$225K +$245K +400 New
MWA
4789
Miller Wealth Advisors
Colorado
$225K – – –
RCM
4790
Ravenstone Capital Management
$225K – – –
LCM
4791
Lionhunter Capital Management
New York
$225K +$245K +400 New
V
4792
Viaable
Pennsylvania
$225K +$224K +367 New
TR
4793
Tepp RIA
New Jersey
$225K +$244K +399 New
PF
4794
Penney Financial
Texas
$225K – – –
LWA
4795
Lifelong Wealth Advisors
Minnesota
$224K +$20.8K +34 +9%
AA
4796
Alpha Advisors
Virginia
$224K -$4.89K -8 -2%
LFIA
4797
Legacy Financial Independent Advisors
Kentucky
$224K -$2.9M -4,736 -92%
AFW
4798
Atlantic Family Wealth
Florida
$224K – – –
BS
4799
Brighton Securities
New York
$223K +$5.5K +9 +2%
RTC
4800
Riverview Trust Company
Washington
$223K – – –
190 191
192
193 194