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Name Holding Trade Value Shares
Change 		Change in
Stake
CAL
2751
Capital Advisors Ltd
Ohio
$39K +$4.72K +250 +11%
DCM
2752
Disciplina Capital Management
Tennessee
$36.1K – – –
PCA
2753
Providence Capital Advisors
North Carolina
$36K – – –
BSB
2754
Bangor Savings Bank
Maine
$36K +$45.3K +2,400 New
BMD
2755
Better Money Decisions
New Mexico
$35K +$43.2K +2,290 New
PB
2756
Pinnacle Bancorp
Nebraska
$34K – – –
FCMT
2757
Founders Capital Management (Texas)
Texas
$34K +$22.8K +1,210 +121%
BRWM
2758
B. Riley Wealth Management
Tennessee
$31.1K +$2.44M +129,180 +30%
BWS
2759
BCR Wealth Strategies
Alabama
$31K – – –
UCB
2760
United Community Bank
South Carolina
$30.3K – – –
BFPW
2761
BOK Financial Private Wealth
Colorado
$30K -$2.16M -114,430 -98%
CWM
2762
CarsonAllaria Wealth Management
Illinois
$30K -$189 -10 -0.5%
AW
2763
Avion Wealth
Texas
$30K +$189 +10 +0.5%
FSWA
2764
Financial Synergies Wealth Advisors
Texas
$28.2K +$35.1K +1,860 New
BHWM
2765
Beaird Harris Wealth Management
Texas
$28K -$222K -11,750 -86%
TIM
2766
Tortoise Investment Management
New York
$28K +$10K +530 +41%
TWP
2767
TFO Wealth Partners
Ohio
$28K +$35.5K +1,880 New
SL
2768
Savior LLC
Massachusetts
$27K – – –
WCMN
2769
Westchester Capital Management (Nebraska)
Nebraska
$27K – – –
CAM
2770
Costello Asset Management
Pennsylvania
$26K – – –
FFM
2771
Fullerton Fund Management
Singapore
$25K +$31.1K +1,650 New
FA
2772
Fortis Advisors
Pennsylvania
$24K – – –
DI
2773
Disciplined Investments
Oklahoma
$23K -$9.25K -490 -25%
CDIA
2774
Capital Directions Investment Advisors
Georgia
$20K +$755 +40 +3%
GTAM
2775
Global Trust Asset Management
Florida
$19K -$171K -9,060 -88%
109 110
111
112 113