Name Holding Trade Value Shares
Change
Change in
Stake
TH
5126
TCTC Holdings
Texas
$132K +$4K +29 +3%
A
5127
AlphaQuest
New York
$129K -$533K -3,869 -80%
WWA
5128
Wingate Wealth Advisors
Massachusetts
$126K +$130K +941 New
CW
5129
Curio Wealth
Maryland
$125K +$129K +934 New
EI
5130
Ecofi Investissements
France
$124K – – –
KI
5131
Kapitalo Investimentos
Brazil
$123K +$127K +918 New
SHF
5132
Safe Harbor Fiduciary
Florida
$121K – – –
RWM
5133
Ruedi Wealth Management
Illinois
$120K – – –
CPA
5134
Compass Planning Associates
Massachusetts
$120K +$123K +890 New
GCM
5135
Glynn Capital Management
California
$118K -$13.8K -100 -10%
XC
5136
XY Capital
Hong Kong
$117K +$120K +870 New
FAI
5137
Fiduciary Advisors Inc
Missouri
$115K +$118K +857 New
CTC
5138
Cetera Trust Company
Minnesota
$110K – – –
EFMH
5139
E Fund Management (HK)
Hong Kong
$108K -$202K -1,464 -65%
PFSC
5140
Peoples Financial Services Corp
Pennsylvania
$105K -$2.34K -17 -2%
BG
5141
Bellevue Group
Switzerland
$101K +$4.82K +35 +5%
CFS
5142
Compass Financial Services
Iowa
$98.7K +$101K +735 New
VIM
5143
VELA Investment Management
Ohio
$98.4K +$11K +80 +12%
VWWMG
5144
Vermillion & White Wealth Management Group
Pennsylvania
$95.8K – – –
PBK
5145
Peoples Bank (Kansas)
Kansas
$92.7K – – –
PWA
5146
Principia Wealth Advisory
Texas
$89K +$91.4K +663 New
GIS
5147
Grayhawk Investment Strategies
Alberta, Canada
$85.9K – – –
HFS
5148
HBC Financial Services
Washington
$85K +$8.96K +65 +11%
CWA
5149
Carolina Wealth Advisors
South Carolina
$81.9K -$77.2K -560 -48%
BC
5150
Bayforest Capital
United Kingdom
$74.3K +$76.2K +553 New