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Name Holding Trade Value Shares
Change 		Change in
Stake
LFASL
3376
Lugano Financial Advisors SA (LFA)
Switzerland
$50.4K -$6.1K -50 -11%
SRCM
3377
Signature Resources Capital Management
California
$50.4K – – –
HHGA
3378
Halbert Hargrove Global Advisors
California
$50.4K +$35.4K +290 +223%
MAS
3379
MPWM Advisory Solutions
Georgia
$50.4K – – –
AF
3380
Aviso Financial
Ontario, Canada
$50.4K +$14.6K +120 +40%
GA
3381
GoalVest Advisory
New York
$48K – – –
CMA
3382
Cedar Mountain Advisors
Oregon
$48K +$12.2K +100 +33%
PC
3383
Promus Capital
Illinois
$48K +$48.8K +400 New
EWP
3384
Elevation Wealth Partners
California
$47K +$36.6K +300 +333%
TCM
3385
TruNorth Capital Management
Michigan
$46.8K +$34.2K +280 +255%
PCM
3386
Penserra Capital Management
California
$46K -$2.22M -18,210 -98%
FRA
3387
Front Row Advisors
California
$45.6K -$12.2K -100 -21%
ECM
3388
Estabrook Capital Management
New York
$45.6K – – –
NOI
3389
Newton One Investments
Delaware
$45.6K – – –
BI
3390
Binnacle Investments
Iowa
$45.6K +$7.32K +60 +19%
BONH
3391
Bank of New Hampshire
New Hampshire
$45.6K +$24.4K +200 +111%
MAM
3392
Marquette Asset Management
Minnesota
$44.4K +$45.2K +370 New
PK
3393
Pflug Koory
Nebraska
$44.4K – – –
CFP
3394
Comprehensive Financial Planning
Pennsylvania
$43.2K -$139K -1,140 -76%
HWM
3395
HighMark Wealth Management
Minnesota
$43.2K – – –
RA
3396
Ransom Advisory
Rhode Island
$42K – – –
LAM
3397
Lummis Asset Management
Texas
$40.8K – – –
SA
3398
Scarborough Advisors
Maryland
$40.8K +$4.88K +40 +13%
TC
3399
Tacita Capital
Ontario, Canada
$39.6K – – –
MSWA
3400
Marshall & Sterling Wealth Advisors
New York
$37.2K -$4.88K -40 -11%
134 135
136
137 138