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Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
3076
Inlight Wealth Management
Georgia
$45.7K +$46.6K +490 New
MSWA
3077
Marshall & Sterling Wealth Advisors
New York
$44.8K +$35.2K +370 +336%
OAJ
3078
Ogorek Anthony Joseph
New York
$44K +$12.4K +130 +37%
OPTFSNA
3079
Old Point Trust & Financial Services N A
Virginia
$43.8K – – –
SCA
3080
Stuart Chaussee & Associates
California
$42.9K – – –
CAC
3081
Core Alternative Capital
Georgia
$42K -$19K -200 -31%
BDPWM
3082
Barnes Dennig Private Wealth Management
Ohio
$42K +$42.8K +450 New
CWM
3083
Copia Wealth Management
Oregon
$39.2K – – –
LAM
3084
Lummis Asset Management
Texas
$38.5K +$32.3K +340 New
FAM
3085
Flaharty Asset Management
Florida
$37.3K +$38K +400 New
PC
3086
Promus Capital
Illinois
$37.3K – – –
SC
3087
Sawyer & Company
Massachusetts
$36K -$9.51K -100 -20%
NOI
3088
Newton One Investments
Delaware
$35.4K – – –
ECM
3089
Estabrook Capital Management
New York
$35.4K – – –
GTAM
3090
Global Trust Asset Management
Florida
$34.5K -$657K -6,910 -95%
PK
3091
Pflug Koory
Nebraska
$34.5K – – –
HWM
3092
HighMark Wealth Management
Minnesota
$33.6K – – –
PCM
3093
Penserra Capital Management
California
$33K -$2.57M -27,010 -99%
AWM
3094
Avondale Wealth Management
Texas
$32.6K – – –
DRP
3095
Decker Retirement Planning
Utah
$30.8K -$14.3K -150 -31%
TC
3096
Tacita Capital
Ontario, Canada
$30.8K – – –
RA
3097
Resolute Advisors
California
$29.8K -$358K -3,760 -92%
PB
3098
Pinnacle Bancorp
Nebraska
$29.8K – – –
BI
3099
Binnacle Investments
Iowa
$29.8K +$30.4K +320 New
GCGDR
3100
Geo Capital Gestora de Recursos
Brazil
$28K -$1.9K -20 -6%
122 123
124
125 126