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Name Holding Trade Value Shares
Change 		Change in
Stake
WA
3476
WBH Advisory
Maryland
$414K -$15.8K -340 -4%
CH
3477
Canton Hathaway
Rhode Island
$414K +$92.7K +2,000 +31%
CCA
3478
Cora Capital Advisors
New Jersey
$414K +$23.6K +510 +7%
TVM
3479
True Vision MN
Minnesota
$414K +$387K +8,350 New
BWA
3480
BlueChip Wealth Advisors
Georgia
$413K +$386K +8,330 New
CCA
3481
Cottonwood Capital Advisors
Utah
$412K +$385K +8,310 New
PS
3482
Planned Solutions
California
$411K +$8.8K +190 +2%
JAM
3483
JCIC Asset Management
Ontario, Canada
$410K – – –
SDWMA
3484
Schneider Downs Wealth Management Advisors
Pennsylvania
$410K +$383K +8,270 New
TCM
3485
TD Capital Management
Tennessee
$409K -$21.3K -460 -5%
MA
3486
MKT Advisors
California
$409K – – –
TCM
3487
Tandem Capital Management
New Jersey
$409K – – –
BWM
3488
BCGM Wealth Management
Indiana
$408K +$13.9K +300 +4%
WF
3489
WoodTrust Financial
Wisconsin
$408K -$184K -3,960 -32%
4WM
3490
49 Wealth Management
Texas
$408K +$381K +8,230 New
LW
3491
Linscomb Wealth
Texas
$407K -$225K -4,850 -37%
LFGO
3492
Legacy Financial Group (Oklahoma)
Oklahoma
$407K +$36.6K +790 +11%
LCC
3493
Lincoln Capital Corp
Rhode Island
$406K – – –
FCG
3494
Financial Connections Group
California
$406K – – –
TFA
3495
Tobias Financial Advisors
Florida
$406K +$91.3K +1,970 +32%
OCG
3496
Opus Capital Group
Ohio
$405K +$2.78K +60 +0.7%
PIAS
3497
PCA Investment Advisory Services
Ohio
$405K -$18.1K -390 -5%
FFO
3498
Fortitude Family Office
Arizona
$403K +$377K +8,140 New
BP
3499
BBR Partners
New York
$403K +$377K +8,130 New
MCM
3500
Mengis Capital Management
Oregon
$402K +$18.5K +400 +5%
138 139
140
141 142