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Name Holding Trade Value Shares
Change 		Change in
Stake
AF
3901
Aldebaran Financial
$4.35M +$88.2K +176 +2%
SSC
3902
Syverson Strege & Co
Iowa
$4.35M -$34.1K -68 -0.7%
TC
3903
Tenere Capital
New York
$4.35M -$26.4M -52,772 -85%
PPA
3904
Pacific Point Advisors
California
$4.35M +$235K +468 +5%
PAS
3905
PKS Advisory Services
New York
$4.34M +$67.7K +135 +2%
LWM
3906
LongView Wealth Management
Georgia
$4.34M +$31.6K +63 +0.7%
HP
3907
HT Partners
Connecticut
$4.33M -$4.51K -9 -0.1%
GCM
3908
Generation Capital Management
New York
$4.33M +$60.1K +120 +1%
PFA
3909
Providence Financial Advisors
Kansas
$4.32M – – –
IPW
3910
Impact Partnership Wealth
Georgia
$4.32M +$885K +1,766 +25%
BC
3911
Barrett & Company
Rhode Island
$4.32M +$294K +586 +7%
FF
3912
Farrell Financial
New York
$4.31M +$84.7K +169 +2%
FWM
3913
Fingerlakes Wealth Management
New York
$4.31M -$6.01K -12 -0.1%
LC
3914
Lakehouse Capital
Australia
$4.31M -$283K -565 -6%
CFCS
3915
CDM Financial Counseling Services
Connecticut
$4.29M +$4.45M +8,874 New
TCM
3916
TD Capital Management
Tennessee
$4.29M +$265K +529 +6%
MDSL
3917
M.D. Sass LLC
New York
$4.29M +$269K +536 +6%
TCM
3918
Triumph Capital Management
Colorado
$4.29M +$1.09M +2,180 +33%
TWA
3919
Talisman Wealth Advisors
New Jersey
$4.29M -$88.2K -176 -2%
SCM
3920
Sterneck Capital Management
Missouri
$4.28M +$62.6K +125 +1%
FTEA
3921
Forty-three Eighteen Advisors
Arkansas
$4.28M +$4.44M +8,854 New
BWM
3922
Braeburn Wealth Management
Michigan
$4.28M +$4.43M +8,849 New
VWM
3923
Vigilare Wealth Management
Arizona
$4.28M -$83.7K -167 -2%
PHAM
3924
Palisades Hudson Asset Management
Florida
$4.28M – – –
SWGC
3925
Summit Wealth Group (Colorado)
Colorado
$4.28M -$12.8M -25,626 -74%
155 156
157
158 159