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Name Holding Trade Value Shares
Change 		Change in
Stake
KI
3501
Kapitalo Investimentos
Brazil
$91.8K +$72K +2,170 New
GC
3502
Gould Capital
Washington
$90.9K – – –
BWS
3503
Buck Wealth Strategies
Colorado
$87.6K +$664 +20 +1%
CT
3504
Clearstead Trust
Maine
$86.5K -$169K -5,090 -70%
BFPW
3505
BOK Financial Private Wealth
Colorado
$84.6K – – –
GA
3506
GoalVest Advisory
New York
$82.5K – – –
MIM
3507
Macroview Investment Management
Maryland
$78.3K -$8.3K -250 -12%
AFS
3508
Annapolis Financial Services
Maryland
$78.2K +$45.2K +1,360 +278%
TWD
3509
True Wealth Design
Ohio
$77.8K -$78K -2,350 -56%
DF
3510
DecisionPoint Financial
Arizona
$74.5K – – –
TAIM
3511
TD Ameritrade Investment Management
Nebraska
$74K -$3.65K -110 -6%
CAM
3512
Costello Asset Management
Pennsylvania
$67.7K -$3.32K -100 -6%
WOSD
3513
WFA of San Diego
California
$66K +$51.8K +1,560 New
WCMN
3514
Westchester Capital Management (Nebraska)
Nebraska
$66K +$8.3K +250 +19%
WTG
3515
West Tower Group
Virginia
$62.6K +$49.1K +1,480 New
HS
3516
Horan Securities
United States
$60.4K +$12.9K +390 +38%
PS
3517
PayPay Securities
Japan
$59.6K +$22.9K +690 +96%
WAM
3518
WFA Asset Management
Wisconsin
$58.7K -$150K -4,530 -77%
DMKJ
3519
David M. Knott Jr
$54K – – –
FWA
3520
FSC Wealth Advisors
New York
$52.5K – – –
LWP
3521
Lumature Wealth Partners
Georgia
$52K – – –
CWM
3522
Compass Wealth Management
Connecticut
$50.3K -$8.3K -250 -17%
OIS
3523
Okabena Investment Services
Minnesota
$49.9K +$39.2K +1,180 New
TLA
3524
Tanglewood Legacy Advisors
Texas
$49.1K – – –
JMF
3525
Johnson Midwest Financial
Iowa
$46.5K -$3.98K -120 -10%
139 140
141
142 143