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Name Holding Trade Value Shares
Change 		Change in
Stake
CH
3476
Canton Hathaway
Rhode Island
$414K +$92.7K +2,000 +31%
CCA
3477
Cora Capital Advisors
New Jersey
$414K +$23.6K +510 +7%
TVM
3478
True Vision MN
Minnesota
$414K +$387K +8,350 New
BWA
3479
BlueChip Wealth Advisors
Georgia
$413K +$386K +8,330 New
CCA
3480
Cottonwood Capital Advisors
Utah
$412K +$385K +8,310 New
PS
3481
Planned Solutions
California
$411K +$8.8K +190 +2%
JAM
3482
JCIC Asset Management
Ontario, Canada
$410K – – –
SDWMA
3483
Schneider Downs Wealth Management Advisors
Pennsylvania
$410K +$383K +8,270 New
TCM
3484
TD Capital Management
Tennessee
$409K -$21.3K -460 -5%
MA
3485
MKT Advisors
California
$409K – – –
TCM
3486
Tandem Capital Management
New Jersey
$409K – – –
BWM
3487
BCGM Wealth Management
Indiana
$408K +$13.9K +300 +4%
WF
3488
WoodTrust Financial
Wisconsin
$408K -$184K -3,960 -32%
4WM
3489
49 Wealth Management
Texas
$408K +$381K +8,230 New
LW
3490
Linscomb Wealth
Texas
$407K -$225K -4,850 -37%
LFGO
3491
Legacy Financial Group (Oklahoma)
Oklahoma
$407K +$36.6K +790 +11%
LCC
3492
Lincoln Capital Corp
Rhode Island
$406K – – –
FCG
3493
Financial Connections Group
California
$406K – – –
TFA
3494
Tobias Financial Advisors
Florida
$406K +$91.3K +1,970 +32%
OCG
3495
Opus Capital Group
Ohio
$405K +$2.78K +60 +0.7%
PIAS
3496
PCA Investment Advisory Services
Ohio
$405K -$18.1K -390 -5%
FFO
3497
Fortitude Family Office
Arizona
$403K +$377K +8,140 New
BP
3498
BBR Partners
New York
$403K +$377K +8,130 New
MCM
3499
Mengis Capital Management
Oregon
$402K +$18.5K +400 +5%
AWM
3500
Altus Wealth Management
Kentucky
$401K +$95.5K +2,060 +34%
138 139
140
141 142