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Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
951
Dogwood Wealth Management
Kansas
$1.42K – – –
WTA
952
Washington Trust Advisors
Massachusetts
$1.42K – – –
PWM
953
Peterson Wealth Management
Nevada
$1.42K +$1.54K +15 New
PPC
954
Park Place Capital
Alabama
$1.32K -$1.33K -13 -48%
DCM
955
Davis Capital Management
Florida
$1.32K +$1.02K +10 +250%
SG
956
Sankala Group
Colorado
$1.26K +$1.64K +16 New
BFS
957
Bare Financial Services
Pennsylvania
$1.23K – – –
PIM
958
Plato Investment Management
Australia
$1.22K – – –
BCV
959
Banque Cantonale Vaudoise
Switzerland
$1.16K -$1.09M -10,595 -46%
RWS
960
Retirement Wealth Solutions
Wisconsin
$1.14K – – –
TC
961
Trust Company
Kansas
$1.13K – – –
WPA
962
West Paces Advisors
Georgia
$1.13K +$1.23K +12 New
CFSG
963
Community Financial Services Group
Vermont
$1.04K +$1.13K +11 New
BFPW
964
BOK Financial Private Wealth
Colorado
$1.04K +$1.13K +11 New
PWA
965
Provenance Wealth Advisors
Florida
$1.04K +$1.13K +11 New
NWM
966
Navigoe Wealth Management
California
$1K +$1.13K +11 New
LAS
967
Lloyd Advisory Services
Georgia
$945 -$1.64K -16 -62%
PS
968
PayPay Securities
Japan
$945 -$615 -6 -38%
NL
969
NVWM LLC
Pennsylvania
$945 – – –
FWA
970
Flagship Wealth Advisors
Massachusetts
$945 +$1.02K +10 New
PGAM
971
Princeton Global Asset Management
New Jersey
$945 +$1.02K +10 New
DF
972
Downshift Financial
Colorado
$851 +$923 +9 New
DRP
973
Decker Retirement Planning
Utah
$821 +$923 +9 New
SA
974
Seneschal Advisors
Washington
$757 +$205 +2 +33%
PMFA
975
Plante Moran Financial Advisors
Michigan
$756 +$820 +8 New
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