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Name Holding Trade Value Shares
Change 		Change in
Stake
VNA
1451
Valley National Advisers
Pennsylvania
$7K -$27.4K -143 -80%
POIA
1452
Pin Oak Investment Advisors
Texas
$7K +$6.51K +34 New
CIA
1453
Cape Investment Advisory
Georgia
$6.91K +$191 +1 +3%
CA
1454
Claris Advisors
Missouri
$6.6K +$6.13K +32 New
HWP
1455
Highline Wealth Partners
California
$6.44K +$1.91K +10 +48%
PAG
1456
Paladin Advisory Group
Iowa
$6.4K – – –
RWA
1457
Redmont Wealth Advisors
Illinois
$6.19K – – –
TCG
1458
Transcendent Capital Group
Oklahoma
$6.19K – – –
PA
1459
Pineridge Advisors
Missouri
$5.79K -$6.51K -34 -55%
IA
1460
IFS Advisors
Kansas
$5.37K – – –
FFA
1461
Fairfield Financial Advisors
Massachusetts
$5.2K – – –
CMP
1462
Coston McIsaac & Partners
Maine
$5K – – –
VF
1463
VitalStone Financial
Texas
$4.95K +$1.34K +7 +41%
CWA
1464
Carolina Wealth Advisors
South Carolina
$4.75K +$4.4K +23 New
JPWM
1465
Jamison Private Wealth Management
Georgia
$4.54K +$4.21K +22 New
SWA
1466
SOA Wealth Advisors
New York
$4.34K – – –
TWD
1467
True Wealth Design
Ohio
$4.33K +$191 +1 +5%
CSB
1468
City State Bank
Iowa
$4.13K – – –
EFMH
1469
E Fund Management (HK)
Hong Kong
$4K – – –
KB
1470
Kimelman & Baird
New York
$3.71K – – –
CPG
1471
Cornerstone Planning Group
New Jersey
$3.17K +$1.34K +7 +100%
CIR
1472
Clear Investment Research
Georgia
$3.14K +$383 +2 +15%
MRCM
1473
M&R Capital Management
New Jersey
$3.1K – – –
PWA
1474
Provenance Wealth Advisors
Florida
$3.1K – – –
TCA
1475
Trifecta Capital Advisors
Illinois
$2.89K – – –
57 58
59
60 61