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Name Holding Trade Value Shares
Change 		Change in
Stake
TFF
2451
The Family Firm
Maryland
$94K +$86.8K +1,390 New
JSAM
2452
J. Safra Asset Management
New York
$92.5K +$78.1K +1,250 +1,042%
W
2453
WealthCollab
Washington
$91.8K +$3.75K +60 +5%
SFA
2454
Semmax Financial Advisors
North Carolina
$90.7K -$628K -10,050 -88%
GJWM
2455
Gilliland Jeter Wealth Management
Arkansas
$87.7K -$15K -240 -16%
AFIA
2456
America First Investment Advisors
Nebraska
$86.4K – – –
GIA
2457
GHP Investment Advisors
Colorado
$86.4K +$1.87K +30 +2%
DMBA
2458
Deseret Mutual Benefit Administrators
Utah
$85K -$1.25K -20 -2%
OC
2459
Oakworth Capital
Alabama
$81.7K +$22.5K +360 +42%
FFA
2460
Fairfield Financial Advisors
Massachusetts
$81.7K +$75.6K +1,210 New
PWA
2461
Provenance Wealth Advisors
Florida
$79K – – –
AWM
2462
AllSquare Wealth Management
New York
$77.6K -$43.7K -700 -38%
PO
2463
Private Ocean
California
$76.3K +$31.9K +510 +82%
S
2464
Sachetta
Massachusetts
$75.3K +$16.2K +260 +27%
FCG
2465
Financial Connections Group
California
$73K – – –
MLA
2466
MB, Levis & Associates
Pennsylvania
$72.9K – – –
CWP
2467
Concord Wealth Partners
Virginia
$71.5K -$45.6K -730 -41%
CPG
2468
Cornerstone Planning Group
New Jersey
$70.6K – – –
KSWA
2469
Kathleen S. Wright Associates
Pennsylvania
$69.5K – – –
PP
2470
Pacifica Partners
Canada
$67.5K +$5.62K +90 +10%
B
2471
Birchbrook
Maine
$67.5K – – –
MTIC
2472
Missouri Trust & Investment Company
Missouri
$67.5K – – –
OCM
2473
Osterweis Capital Management
California
$67.5K – – –
TJHA
2474
Thomas J. Herzfeld Advisors
Florida
$67.5K – – –
FCMT
2475
Founders Capital Management (Texas)
Texas
$67.5K +$62.5K +1,000 New
97 98
99
100 101