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Name Holding Trade Value Shares
Change 		Change in
Stake
PP
3501
Pacifica Partners
Canada
$94.8K -$16.6K -500 -18%
AW
3502
Avion Wealth
Texas
$94K +$2.99K +90 +4%
KI
3503
Kapitalo Investimentos
Brazil
$91.8K +$72K +2,170 New
GC
3504
Gould Capital
Washington
$90.9K – – –
BWS
3505
Buck Wealth Strategies
Colorado
$87.6K +$664 +20 +1%
CT
3506
Clearstead Trust
Maine
$86.5K -$169K -5,090 -70%
BFPW
3507
BOK Financial Private Wealth
Colorado
$84.6K – – –
GA
3508
GoalVest Advisory
New York
$82.5K – – –
MIM
3509
Macroview Investment Management
Maryland
$78.3K -$8.3K -250 -12%
AFS
3510
Annapolis Financial Services
Maryland
$78.2K +$45.2K +1,360 +278%
TWD
3511
True Wealth Design
Ohio
$77.8K -$78K -2,350 -56%
DF
3512
DecisionPoint Financial
Arizona
$74.5K – – –
TAIM
3513
TD Ameritrade Investment Management
Nebraska
$74K -$3.65K -110 -6%
CAM
3514
Costello Asset Management
Pennsylvania
$67.7K -$3.32K -100 -6%
WOSD
3515
WFA of San Diego
California
$66K +$51.8K +1,560 New
WCMN
3516
Westchester Capital Management (Nebraska)
Nebraska
$66K +$8.3K +250 +19%
WTG
3517
West Tower Group
Virginia
$62.6K +$49.1K +1,480 New
HS
3518
Horan Securities
United States
$60.4K +$12.9K +390 +38%
PS
3519
PayPay Securities
Japan
$59.6K +$22.9K +690 +96%
WAM
3520
WFA Asset Management
Wisconsin
$58.7K -$150K -4,530 -77%
DMKJ
3521
David M. Knott Jr
$54K – – –
FWA
3522
FSC Wealth Advisors
New York
$52.5K – – –
LWP
3523
Lumature Wealth Partners
Georgia
$52K – – –
CWM
3524
Compass Wealth Management
Connecticut
$50.3K -$8.3K -250 -17%
OIS
3525
Okabena Investment Services
Minnesota
$49.9K +$39.2K +1,180 New
139 140
141
142 143