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Name Holding Trade Value Shares
Change 		Change in
Stake
MA
1676
Montag & Associates
Georgia
$4.31K +$4.36K +18 New
CMA
1677
Cedar Mountain Advisors
Oregon
$4.07K +$4.12K +17 New
SRCM
1678
Signature Resources Capital Management
California
$3.83K -$726 -3 -16%
WW
1679
Winnow Wealth
Texas
$3.6K +$3.63K +15 New
PWA
1680
Provenance Wealth Advisors
Florida
$3.59K – – –
RFA
1681
Reyes Financial Architecture
California
$3.59K – – –
PP
1682
Pacifica Partners
Canada
$3.5K +$3.63K +15 New
BHWM
1683
Beaird Harris Wealth Management
Texas
$2.87K +$484 +2 +20%
RWM
1684
Rialto Wealth Management
New York
$2.87K +$2.42K +10 +500%
TIM
1685
Thompson Investment Management
Wisconsin
$2.87K +$2.9K +12 New
TSMHT
1686
Thurston Springer Miller Herd & Titak
Indiana
$2.87K -$961K -3,972 -100%
CIR
1687
Clear Investment Research
Georgia
$2.71K – – –
MDA
1688
Minot DeBlois Advisors
Massachusetts
$2.39K – – –
PS
1689
PayPay Securities
Japan
$2.31K -$242 -1 -9%
KA
1690
Kozak & Associates
Colorado
$2.22K – – –
ACA
1691
American Capital Advisory
Idaho
$2.15K – – –
AT
1692
Avalon Trust
New Mexico
$1.92K +$1.94K +8 New
CWM
1693
Cedar Wealth Management
California
$1.92K – – –
NWMP
1694
Noble Wealth Management PBC
Colorado
$1.92K +$1.94K +8 New
FA
1695
Financial Avengers
California
$1.73K – – –
VWM
1696
Vermillion Wealth Management
Minnesota
$1.68K +$1.69K +7 New
HAP
1697
Harbor Asset Planning
Massachusetts
$1.44K – – –
CWM
1698
Consultiva Wealth Management
Puerto Rico
$1.44K – – –
MSWA
1699
Marshall & Sterling Wealth Advisors
New York
$1.44K – – –
DCM
1700
Davis Capital Management
Florida
$1.44K +$1.45K +6 New
66 67
68
69 70