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Name Holding Trade Value Shares
Change 		Change in
Stake
LAM
5251
Lummis Asset Management
Texas
$63.2K – – –
TC
5252
Tacita Capital
Ontario, Canada
$57.4K +$19.6K +156 +75%
PS
5253
PayPay Securities
Japan
$55.3K -$15K -119 -25%
GFL
5254
Granite FO LLC
New Hampshire
$55.3K – – –
LFA
5255
Legend Financial Advisors
Pennsylvania
$55.3K +$44K +350 New
WFA
5256
West Financial Advisors
Iowa
$54.2K – – –
EAM
5257
EdenTree Asset Management
United Kingdom
$53.7K +$42.8K +340 New
LWA
5258
Lowe Wealth Advisors
Maryland
$46.4K – – –
GG
5259
Gleason Group
Kentucky
$44.5K -$17K -135 -32%
HCM
5260
Horrell Capital Management
Arkansas
$42.7K +$1.13K +9 +3%
RCM
5261
Ravenstone Capital Management
$41.7K -$10.8K -86 -25%
SAS
5262
Spurstone Advisory Services
Connecticut
$40.4K +$32.2K +256 New
YAL
5263
Your Advocates Ltd
Texas
$37.4K +$6.17K +49 +26%
RJA
5264
Ross\Johnson & Associates
Minnesota
$36K -$3.77K -30 -12%
LIM
5265
Longfellow Investment Management
Massachusetts
$32.7K +$8.43K +67 +48%
HHGA
5266
Halbert Hargrove Global Advisors
California
$32.4K -$70K -556 -73%
CJH
5267
Christopher J. Hasenberg
Wisconsin
$31.9K – – –
KPP
5268
Kings Path Partners
Texas
$31.6K -$1.36M -10,800 -98%
WW
5269
Winnow Wealth
Texas
$31.6K -$163K -1,298 -87%
AAG
5270
Accordant Advisory Group
Maryland
$31.6K – – –
HAP
5271
Harbor Asset Planning
Massachusetts
$27.6K +$22K +175 New
CAM
5272
Clarity Asset Management
Iowa
$27.1K -$1.64K -13 -7%
SR
5273
Syntax Research
Florida
$25.3K – – –
BGA
5274
Battery Global Advisors
Massachusetts
$23.7K – – –
TIAAOA
5275
Teachers Insurance & Annuity Association of America
New York
$23.7K – – –
209 210
211
212 213