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Name Holding Trade Value Shares
Change 		Change in
Stake
PMFA
1026
Plante Moran Financial Advisors
Michigan
$41.3K +$41.9K +75 New
BHWM
1027
Beaird Harris Wealth Management
Texas
$40.7K -$19.6K -35 -32%
AIC
1028
Archer Investment Corporation
Indiana
$40.7K – – –
IWM
1029
Inlight Wealth Management
Georgia
$40.7K +$41.4K +74 New
WIM
1030
Westside Investment Management
California
$40.2K +$40.8K +73 New
SC
1031
SouthState Corp
Florida
$39.1K +$39.7K +71 New
BC
1032
Barrett & Company
Rhode Island
$38.5K – – –
ADL
1033
Asset Dedication LLC
California
$38K – – –
TSMHT
1034
Thurston Springer Miller Herd & Titak
Indiana
$37.4K +$25.7K +46 +209%
CWM
1035
Copia Wealth Management
Oregon
$35.2K – – –
HPC
1036
HM Payson & Co
Maine
$35.2K +$10.1K +18 +39%
MG
1037
Mather Group
Illinois
$34.4K +$1.68K +3 +5%
ACA
1038
American Capital Advisory
Idaho
$34.1K – – –
ANBT
1039
American National Bank & Trust
Texas
$34.1K +$1.12K +2 +3%
TC
1040
Truvestments Capital
Florida
$34.1K +$34.6K +62 New
MAM
1041
Meeder Asset Management
Ohio
$30.3K -$6.84M -12,237 -100%
NSIM
1042
North Star Investment Management
Illinois
$30.3K +$10.6K +19 +53%
WTFG
1043
Wood Tarver Financial Group
Idaho
$29.2K – – –
CPG
1044
Cornerstone Planning Group
New Jersey
$29K +$22.9K +41 +513%
TFGT
1045
TS Financial Group (TSFG)
Illinois
$28K +$27.9K +50 New
AP
1046
Atwood & Palmer
Missouri
$27.5K -$2.79K -5 -9%
CWM
1047
Crowley Wealth Management
Delaware
$27.5K – – –
RFG
1048
REAP Financial Group
Texas
$27.5K +$5.03K +9 +22%
RA
1049
RiverPark Advisors
New York
$27K +$27.4K +49 New
ACM
1050
Aster Capital Management
United Arab Emirates
$26.8K +$24.6K +44 New
40 41
42
43 44