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Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
5251
Compass Planning Associates
Massachusetts
$77.4K – – –
HC
5252
Hoese & Co
Minnesota
$74.3K +$31.5K +250 +114%
CWM
5253
Copia Wealth Management
Oregon
$73.9K +$7.55K +60 +15%
WCM
5254
Westend Capital Management
California
$71.9K +$18.2K +145 +47%
PCA
5255
PMV Capital Advisers
Texas
$66K +$7.55K +60 +17%
APW
5256
Acima Private Wealth
Virginia
$64.8K – – –
LAM
5257
Lummis Asset Management
Texas
$63.2K – – –
TC
5258
Tacita Capital
Ontario, Canada
$57.4K +$19.6K +156 +75%
PS
5259
PayPay Securities
Japan
$55.3K -$15K -119 -25%
GFL
5260
Granite FO LLC
New Hampshire
$55.3K – – –
LFA
5261
Legend Financial Advisors
Pennsylvania
$55.3K +$44K +350 New
WFA
5262
West Financial Advisors
Iowa
$54.2K – – –
EAM
5263
EdenTree Asset Management
United Kingdom
$53.7K +$42.8K +340 New
LWA
5264
Lowe Wealth Advisors
Maryland
$46.4K – – –
GG
5265
Gleason Group
Kentucky
$44.5K -$17K -135 -32%
HCM
5266
Horrell Capital Management
Arkansas
$42.7K +$1.13K +9 +3%
RCM
5267
Ravenstone Capital Management
$41.7K -$10.8K -86 -25%
SAS
5268
Spurstone Advisory Services
Connecticut
$40.4K +$32.2K +256 New
YAL
5269
Your Advocates Ltd
Texas
$37.4K +$6.17K +49 +26%
IAG
5270
Innovative Advisory Group
Massachusetts
$36.3K +$12.6K +100 +77%
RJA
5271
Ross\Johnson & Associates
Minnesota
$36K -$3.77K -30 -12%
LIM
5272
Longfellow Investment Management
Massachusetts
$32.7K +$8.43K +67 +48%
HHGA
5273
Halbert Hargrove Global Advisors
California
$32.4K -$70K -556 -73%
CJH
5274
Christopher J. Hasenberg
Wisconsin
$31.9K – – –
KPP
5275
Kings Path Partners
Texas
$31.6K -$1.36M -10,800 -98%
209 210
211
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