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Name Holding Trade Value Shares
Change 		Change in
Stake
ST
1351
Smithfield Trust
Pennsylvania
$30K +$20.5K +188 +149%
FIM
1352
FWL Investment Management
Texas
$28.6K -$24.5K -225 -43%
CWP
1353
Concord Wealth Partners
Virginia
$28.6K -$7.41K -68 -18%
SC
1354
Swan Capital
Florida
$28.6K – – –
TCA
1355
Trifecta Capital Advisors
Illinois
$28.6K – – –
GIA
1356
GHP Investment Advisors
Colorado
$27.7K +$8.72K +80 +38%
PSFG
1357
Park Square Financial Group
Georgia
$26K +$6.87K +63 +30%
W
1358
WealthCollab
Washington
$25.5K – – –
HCM
1359
Horrell Capital Management
Arkansas
$25.2K – – –
LWANC
1360
Laurel Wealth Advisors (North Carolina)
North Carolina
$24.8K – – –
PPWM
1361
PFG Private Wealth Management
Florida
$24.4K -$763 -7 -3%
PP
1362
Pingora Partners
Wyoming
$23.9K – – –
FGAM
1363
Financial Gravity Asset Management
Texas
$23K +$26.3K +241 New
FDCP
1364
Foster Dykema Cabot & Partners
Massachusetts
$22.9K – – –
SHIM
1365
Stone House Investment Management
Pennsylvania
$21.1K +$24.1K +221 New
IRAG
1366
Investment Research & Advisory Group
Georgia
$21K – – –
WF
1367
Wayfinding Financial
Washington
$21K +$25K +229 New
BL
1368
BFSG LLC
California
$20.5K -$4.12M -37,836 -99%
MWA
1369
Medallion Wealth Advisors
Connecticut
$20.3K -$981 -9 -4%
FDW
1370
Fourth Dimension Wealth
Ohio
$20K -$7.63K -70 -25%
NWM
1371
Nova Wealth Management
Florida
$19.9K +$22.7K +208 New
CSB
1372
City State Bank
Iowa
$19.1K – – –
PP
1373
PrairieView Partners
Minnesota
$19K – – –
PPA
1374
Painted Porch Advisors
California
$18.5K +$7.63K +70 +56%
CFB
1375
Cullen/Frost Bankers
Texas
$18.4K -$13.3K -122 -39%
53 54
55
56 57