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Name Holding Trade Value Shares
Change 		Change in
Stake
SHF
4801
Safe Harbor Fiduciary
Florida
$46.5K – – –
TLA
4802
Tanglewood Legacy Advisors
Texas
$45K – – –
CWA
4803
Carolina Wealth Advisors
South Carolina
$44.3K – – –
KC
4804
Knuff & Co
California
$44.3K +$37.1K +60 New
MAFA
4805
MJT & Associates Financial Advisory
Minnesota
$42.1K – – –
FW
4806
Fairway Wealth
Ohio
$42.1K – – –
BFP
4807
Briaud Financial Planning
Texas
$42K +$35.2K +57 New
EPW
4808
Evergreen Private Wealth
Colorado
$39.9K +$23.5K +38 +238%
CWM
4809
CarsonAllaria Wealth Management
Illinois
$37.7K – – –
AT
4810
Avenir Tech
Hong Kong
$36.9K -$389K -630 -93%
HWM
4811
Horizons Wealth Management
North Carolina
$34K – – –
WAM
4812
WFA Asset Management
Wisconsin
$33.8K +$12.4K +20 +43%
IWM
4813
Inlight Wealth Management
Georgia
$31.7K – – –
CAIM
4814
Catherine Avery Investment Management
Florida
$31K – – –
APW
4815
Atlantic Private Wealth
North Carolina
$31K +$26K +42 New
BFS
4816
Bare Financial Services
Pennsylvania
$29.5K +$24.7K +40 New
HRC
4817
Hoertkorn Richard Charles
$28.8K – – –
LIA
4818
Luken Investment Analytics
Tennessee
$28K – – –
PS
4819
PayPay Securities
Japan
$26.6K +$4.94K +8 +29%
MAM
4820
Marquette Asset Management
Minnesota
$25.8K – – –
CAM
4821
Clarity Asset Management
Iowa
$23.7K – – –
CW
4822
Cooksen Wealth
Texas
$23.6K -$4.94K -8 -20%
PIS
4823
POM Investment Strategies
North Carolina
$22.9K – – –
PAM
4824
Parvin Asset Management
South Dakota
$22.1K – – –
HC
4825
Hurley Capital
New York
$19.2K +$2.47K +4 +18%
191 192
193
194 195