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Name Holding Trade Value Shares
Change
Change in
Stake
TAM
526
Tucker Asset Management
Colorado
$308 – – –
RA
527
Rise Advisors
New York
$296 -$502 -50 -67%
BCMIO
528
Beacon Capital Management Inc (Ohio)
Ohio
$272 – – –
AWM
529
Avior Wealth Management
Nebraska
$260 – – –
PTC
530
Private Trust Company
Ohio
$260 – – –
DI
531
Disciplined Investments
Oklahoma
$249 +$100 +10 +91%
FFC
532
First Financial Corp
Indiana
$248 -$211 -21 -50%
TCOV
533
Trust Company of Vermont
Vermont
$237 – – –
IPW
534
Impact Partnership Wealth
Georgia
$237 +$201 +20 New
GFPC
535
Global Financial Private Client
Florida
$228 – – –
CAS
536
Coppell Advisory Solutions
Texas
$129 +$111 +11 New
HS
537
Horan Securities
United States
$124 – – –
BCH
538
Berkshire Capital Holdings
California
$118 – – –
TF
539
Tompkins Financial
New York
$118 – – –
DWA
540
Delos Wealth Advisors
Texas
$83 – – –
JWM
541
Janiczek Wealth Management
Colorado
$83 – – –
AWM
542
Abound Wealth Management
Tennessee
$72 +$60 +6 New
RG
543
Retirement Group
California
$59 – – –
TWD
544
True Wealth Design
Ohio
$48 +$10 +1 +33%
HF
545
Halpern Financial
Virginia
$47 – – –
LFG
546
Larson Financial Group
Missouri
$36 – – –
TF
547
TimeScale Financial
Massachusetts
$36 – – –
National Pension Service
548
National Pension Service
South Korea
$35 -$11.4K -1,132 -100%
GEA
549
Glen Eagle Advisors
New Jersey
$24 – – –
CIR
550
Clear Investment Research
Georgia
$12 – – –