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Name Holding Trade Value Shares
Change 		Change in
Stake
WBC
2251
West Branch Capital
Massachusetts
$97K – – –
LFASL
2252
Lugano Financial Advisors SA (LFA)
Switzerland
$96K +$92.3K +819 New
OCM
2253
Orion Capital Management
California
$95K -$4.06K -36 -4%
NICM
2254
Neo Ivy Capital Management
New York
$94K -$363K -3,224 -80%
LFG
2255
Larson Financial Group
Missouri
$94K +$45.4K +403 +101%
MWC
2256
MBM Wealth Consultants
Missouri
$93K – – –
RIM
2257
Rockbridge Investment Management
New York
$91K +$56.4K +500 +182%
TWM
2258
Tradition Wealth Management
Minnesota
$89K -$3.95K -35 -4%
TC
2259
TAP Consulting
Missouri
$87K +$83.7K +742 New
CYG
2260
Clean Yield Group
Vermont
$86K +$11.4K +101 +16%
FMP
2261
Financial Management Professionals
Texas
$85K -$8.34K -74 -9%
AWM
2262
Activest Wealth Management
Florida
$85K +$1.24K +11 +2%
CCA
2263
Column Capital Advisors
Indiana
$84K -$1.69K -15 -2%
GWMIA
2264
Global Wealth Management Investment Advisory
Florida
$83K -$2.93K -26 -4%
SAM
2265
Strategic Asset Management
Minnesota
$82K -$11.3K -100 -13%
RCC
2266
Red Cedar Capital
Nebraska
$82K – – –
EPM
2267
Equitec Proprietary Markets
Illinois
$82K +$78.9K +700 New
AWM
2268
Accel Wealth Management
Iowa
$81K +$113 +1 +0.1%
TIM
2269
Tortoise Investment Management
New York
$81K +$113 +1 +0.1%
AW
2270
Avion Wealth
Texas
$80K – – –
VRM
2271
Vectors Research Management
New York
$80K +$31.6K +280 +70%
PP
2272
PrairieView Partners
Minnesota
$80K +$52.9K +469 +217%
GEA
2273
Glen Eagle Advisors
New Jersey
$79.8K -$9.02K -80 -10%
SWM
2274
Selective Wealth Management
Virginia
$79K – – –
RA
2275
Rise Advisors
New York
$78.2K +$75.4K +669 New
89 90
91
92 93