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Name Holding Trade Value Shares
Change 		Change in
Stake
POIA
3501
Pin Oak Investment Advisors
Texas
$43K – – –
WSA
3502
Wealth Science Advisors
Georgia
$42.5K +$39.9K +453 New
WA
3503
Walsh & Associates
Florida
$42.3K -$3.52K -40 -8%
MAM
3504
Marquette Asset Management
Minnesota
$41K +$3K +34 +9%
DRP
3505
Decker Retirement Planning
Utah
$40.4K – – –
LFASL
3506
Lugano Financial Advisors SA (LFA)
Switzerland
$40.4K – – –
BW
3507
Bravera Wealth
North Dakota
$39.4K +$3.52K +40 +11%
CAN
3508
Capital Advisor Network
Indiana
$39.2K +$36K +408 New
FIM
3509
FWL Investment Management
Texas
$38.5K -$11.5K -130 -25%
MGI
3510
Miller Global Investments
Texas
$38.5K – – –
TAR
3511
Trask Adam Roland
$38.5K +$35.2K +400 New
CW
3512
CrossGen Wealth
North Carolina
$37.5K – – –
SC
3513
Sawyer & Company
Massachusetts
$37.5K – – –
BC
3514
Bayforest Capital
United Kingdom
$37K +$28.5K +323 +521%
BONH
3515
Bank of New Hampshire
New Hampshire
$36.5K – – –
ECM
3516
Estabrook Capital Management
New York
$36.5K – – –
NOI
3517
Newton One Investments
Delaware
$36.5K – – –
MCI
3518
MRP Capital Investments
Georgia
$35.9K -$377K -4,277 -92%
CFM
3519
Cornerstone Financial Management
Massachusetts
$35.8K +$8.37K +95 +34%
PK
3520
Pflug Koory
Nebraska
$35.6K – – –
MSFP
3521
Mark Sheptoff Financial Planning
Connecticut
$34.4K +$2.12K +24 +7%
RWS
3522
Retirement Wealth Solutions
Wisconsin
$34K +$31.2K +354 New
PCM
3523
Penserra Capital Management
California
$34K -$264 -3 -0.8%
B
3524
Bayban
Minnesota
$33.7K +$24.7K +280 +400%
BHWM
3525
Bay Harbor Wealth Management
Maryland
$33.5K +$10.5K +119 +52%
139 140
141
142 143