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Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
2576
Lakeridge Wealth Management
Ohio
$254K +$294K +751 New
TCA
2577
Trifecta Capital Advisors
Illinois
$253K -$97.9K -250 -25%
CGA
2578
Compound Global Advisors
Washington
$253K +$294K +750 New
WSC
2579
Wellington Shields & Co
New York
$253K +$294K +750 New
MSWM
2580
McGlone Suttner Wealth Management
Wisconsin
$253K – – –
HPIA
2581
Hamilton Point Investment Advisors
North Carolina
$253K – – –
CBT
2582
Crews Bank & Trust
Florida
$252K +$18K +46 +7%
GWA
2583
Gibson Wealth Advisors
Texas
$251K – – –
TPM
2584
Triasima Portfolio Management
Quebec, Canada
$251K +$10.2K +26 +4%
KA
2585
Kerrisdale Advisers
Florida
$250K -$2.43M -6,202 -89%
LG
2586
Leuthold Group
Minnesota
$250K +$290K +740 New
AWP
2587
Astra Wealth Partners
New Jersey
$249K +$289K +738 New
BCA
2588
Bay Colony Advisors
Massachusetts
$249K -$622K -1,589 -68%
FF
2589
Francis Financial
$249K +$288K +736 New
GEA
2590
Glen Eagle Advisors
New Jersey
$249K +$76.4K +195 +36%
SFO
2591
Stokes Family Office
Louisiana
$248K -$149K -380 -34%
B
2592
BetterWealth
California
$248K -$112K -287 -28%
CWA
2593
Crusonia Wealth Advisors
Colorado
$246K +$286K +729 New
CSW
2594
Cogent Strategic Wealth
Illinois
$246K +$286K +729 New
MLL
2595
Moody Lynn & Lieberson
Massachusetts
$246K – – –
PFM
2596
Phillips Financial Management
Indiana
$246K +$285K +727 New
CAM
2597
Clark Asset Management
New Hampshire
$245K +$284K +726 New
VP
2598
Verum Partners
North Carolina
$244K +$283K +723 New
AW
2599
Avion Wealth
Texas
$244K -$77.6K -198 -21%
NFG
2600
Nadler Financial Group
Illinois
$243K +$282K +720 New
102 103
104
105 106