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Name Holding Trade Value Shares
Change 		Change in
Stake
DMBA
1401
Deseret Mutual Benefit Administrators
Utah
$143K -$10.8K -123 -7%
SWA
1402
SOA Wealth Advisors
New York
$139K +$7.14M +81,003 +12,126%
TC
1403
Trust Company
Kansas
$138K -$64.9K -737 -32%
KFA
1404
Kelleher Financial Advisors
New York
$135K +$11.3K +128 +9%
KFI
1405
Key Financial Inc
Pennsylvania
$133K +$17.6K +200 +15%
PG
1406
Proffitt & Goodson
Tennessee
$133K – – –
CMP
1407
Coston McIsaac & Partners
Maine
$133K +$705 +8 +0.5%
CG
1408
Curat Global
New Hampshire
$131K -$12.8K -145 -10%
QC
1409
Quent Capital
New York
$129K +$11.5K +130 +10%
JWA
1410
JFS Wealth Advisors
Pennsylvania
$129K +$5.81K +66 +5%
BTC
1411
Bank & Trust Company
Illinois
$128K – – –
1L
1412
10Elms LLP
Oklahoma
$126K +$8.81K +100 +7%
PF
1413
PlanVest Financial
Maryland
$124K – – –
CFO
1414
CVA Family Office
Colorado
$118K +$12.7K +144 +12%
BC
1415
Bayforest Capital
United Kingdom
$117K +$83.3K +946 +235%
FHC
1416
First Horizon Corporation
Tennessee
$117K -$2.47K -28 -2%
FMP
1417
Financial Management Professionals
Texas
$115K – – –
AG
1418
AmeriFlex Group
Nevada
$114K +$264 +3 +0.2%
SWM
1419
SHP Wealth Management
Massachusetts
$110K -$8.9K -101 -7%
SIM
1420
Synergy Investment Management
Florida
$109K +$9.43K +107 +9%
HBT
1421
Hills Bank & Trust
Iowa
$109K – – –
MCM
1422
Manchester Capital Management
Vermont
$108K +$14.4K +164 +15%
WIM
1423
Westside Investment Management
California
$108K – – –
ATC
1424
Advantage Trust Company
Kansas
$107K – – –
SC
1425
Sawyer & Company
Massachusetts
$104K – – –
55 56
57
58 59