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Name Holding Trade Value Shares
Change 		Change in
Stake
TLA
1051
Tanglewood Legacy Advisors
Texas
$73.8K – – –
TWD
1052
True Wealth Design
Ohio
$73.5K -$28.4K -625 -27%
PWPS
1053
Pinnacle Wealth Planning Services
Ohio
$73K -$8.1K -178 -10%
GSWM
1054
Golden State Wealth Management
California
$71.9K -$2.77K -61 -4%
BC
1055
Barrett & Company
Rhode Island
$70.6K -$18.6K -409 -20%
CPBTD
1056
Central Pacific Bank - Trust Division
Hawaii
$69.3K +$227 +5 +0.3%
TWIM
1057
TIAA Wealth Investment Management
New York
$68.7K +$1.68K +37 +2%
CJ
1058
Caitlin John
Michigan
$65K -$493K -10,847 -88%
PWMG
1059
Private Wealth Management Group
New Jersey
$64.9K +$56.4K +1,239 +471%
SI
1060
Sava Infond
Slovenia
$64.8K – – –
IBOK
1061
Independence Bank of Kentucky
Kentucky
$64.8K +$2.27K +50 +3%
TFIPS
1062
Towarzystwo Funduszy Inwestycyjnych PZU SA
$64.8K +$20.5K +450 +43%
ETC
1063
Exchange Traded Concepts
Oklahoma
$64.6K +$13.8K +303 +25%
HPC
1064
HM Payson & Co
Maine
$62.4K – – –
ITIM
1065
Indiana Trust & Investment Management
Indiana
$62.2K – – –
SIC
1066
SJS Investment Consulting
Ohio
$61.1K +$2.37K +52 +4%
YP
1067
YANKCOM Partnership
South Dakota
$59.7K -$339K -7,458 -84%
DJSG
1068
D.J. St. Germain
Massachusetts
$59.3K +$21.2K +466 +51%
CFO
1069
CVA Family Office
Colorado
$58.8K -$43.8K -963 -41%
OWP
1070
ORG Wealth Partners
Texas
$55.1K – – –
MG
1071
Mather Group
Illinois
$54.8K -$31.3K -689 -35%
QC
1072
Quent Capital
New York
$53.5K +$17.2K +378 +44%
NICM
1073
Neo Ivy Capital Management
New York
$52.9K -$899K -19,765 -94%
CCWM
1074
Cassaday & Co Wealth Management
Virginia
$50.8K -$8.1K -178 -13%
UOTTAIMCU
1075
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$50.6K +$9.19K +202 +21%
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