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Name Holding Trade Value Shares
Change 		Change in
Stake
MSWM
4001
Mowery & Schoenfeld Wealth Management
Illinois
$27.7K +$26K +560 New
LFASL
4002
Lugano Financial Advisors SA (LFA)
Switzerland
$27.7K +$26K +560 New
PA
4003
Prism Advisors
California
$27.7K +$260K +5,610 New
MWA
4004
Miller Wealth Advisors
Colorado
$26.8K – – –
SIM
4005
Studio Investment Management
Illinois
$26.7K +$25K +540 New
BSB
4006
Bangor Savings Bank
Maine
$26.7K – – –
FCMT
4007
Founders Capital Management (Texas)
Texas
$25.8K – – –
IHWM
4008
Iron Horse Wealth Management
Iowa
$24.8K – – –
PBK
4009
Peoples Bank (Kansas)
Kansas
$24.8K – – –
CWA
4010
Carolina Wealth Advisors
South Carolina
$24.3K – – –
RWM
4011
Ruedi Wealth Management
Illinois
$23.8K – – –
RTL
4012
Red Tortoise LLC
Georgia
$23.8K +$5.56K +120 +33%
AS
4013
Altshuler Shaham
Israel
$19.8K -$58.9K -1,270 -76%
LAM
4014
Lummis Asset Management
Texas
$19.8K +$18.5K +400 New
CB
4015
Centennial Bank
Arkansas
$16.3K – – –
LG
4016
LAM Group
Oregon
$15.8K – – –
GG
4017
Gleason Group
Kentucky
$13.9K – – –
GFL
4018
Granite FO LLC
New Hampshire
$12.4K – – –
PWM
4019
Partnership Wealth Management
Maryland
$12.3K +$9.27K +200 New
RCM
4020
Ravenstone Capital Management
$9.9K – – –
VIM
4021
VELA Investment Management
Ohio
$9.9K +$9.27K +200 New
LFA
4022
LGT Financial Advisors
Texas
$8.43K -$46.3K -1,000 -85%
DWA
4023
Delos Wealth Advisors
Texas
$7.92K – – –
PCM
4024
Perritt Capital Management
Illinois
$7.43K +$4.17K +90 +150%
LIM
4025
Longfellow Investment Management
Massachusetts
$7.43K – – –
159 160
161
162 163