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Name Holding Trade Value Shares
Change 		Change in
Stake
BGWM
5351
Bridge Generations Wealth Management
Florida
$74.6K +$69.7K +400 New
PCA
5352
PMV Capital Advisers
Texas
$66.8K -$10.5K -60 -14%
PSFG
5353
Park Square Financial Group
Georgia
$66.2K -$18.8M -107,715 -100%
GFL
5354
Granite FO LLC
New Hampshire
$65.3K – – –
WFA
5355
West Financial Advisors
Iowa
$64K – – –
KPP
5356
Kings Path Partners
Texas
$56K +$17.4K +100 +50%
LWA
5357
Lowe Wealth Advisors
Maryland
$54.9K – – –
GG
5358
Gleason Group
Kentucky
$54.2K +$1.57K +9 +3%
HCM
5359
Horrell Capital Management
Arkansas
$50.4K – – –
SIP
5360
Sellwood Investment Partners
Oregon
$50.4K +$47.1K +270 New
RCM
5361
Ravenstone Capital Management
$49.3K – – –
KHC
5362
Koesten Hirschmann & Crabtree
Kansas
$48.5K -$232K -1,333 -84%
PS
5363
PayPay Securities
Japan
$47.5K -$16.6K -95 -27%
IAG
5364
Innovative Advisory Group
Massachusetts
$45.9K +$2.79K +16 +7%
SAS
5365
Spurstone Advisory Services
Connecticut
$45.9K -$1.74K -10 -4%
YAL
5366
Your Advocates Ltd
Texas
$45.5K +$1.22K +7 +3%
RJA
5367
Ross\Johnson & Associates
Minnesota
$42.5K – – –
AAG
5368
Accordant Advisory Group
Maryland
$37.3K – – –
HAP
5369
Harbor Asset Planning
Massachusetts
$32.7K – – –
SR
5370
Syntax Research
Florida
$29.9K – – –
LIM
5371
Longfellow Investment Management
Massachusetts
$28.5K -$9.41K -54 -26%
BGA
5372
Battery Global Advisors
Massachusetts
$28K – – –
TIAAOA
5373
Teachers Insurance & Annuity Association of America
New York
$28K – – –
T
5374
Transce3nd
Texas
$25.1K -$964K -5,532 -96%
PK
5375
Pflug Koory
Nebraska
$24.4K – – –
213 214
215
216 217