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Name Holding Trade Value Shares
Change 		Change in
Stake
LFASL
3526
Lugano Financial Advisors SA (LFA)
Switzerland
$151K +$22.6K +75 +19%
EIM
3527
Essex Investment Management
Massachusetts
$150K – – –
CWM
3528
Centricity Wealth Management
Ohio
$144K – – –
W
3529
WealthCollab
Washington
$144K +$2.41K +8 +2%
CIR
3530
Clear Investment Research
Georgia
$144K +$24.7K +82 +22%
NL
3531
NVWM LLC
Pennsylvania
$143K -$1.9M -6,309 -93%
FRA
3532
Front Row Advisors
California
$143K – – –
KLWA
3533
Kelly Lawrence W & Associates
California
$143K – – –
PWMG
3534
Private Wealth Management Group
New Jersey
$143K +$4.52K +15 +3%
KTC
3535
Kentucky Trust Company
Kentucky
$141K +$31.6K +105 +31%
YAL
3536
Your Advocates Ltd
Texas
$140K +$12.1K +40 +10%
DEM
3537
Disciplined Equity Management
Florida
$137K – – –
CWM
3538
Cranbrook Wealth Management
Michigan
$136K – – –
PP
3539
Pingora Partners
Wyoming
$135K -$9.34K -31 -7%
A
3540
AlphaQuest
New York
$134K +$49.1K +163 +63%
DAM
3541
Delta Asset Management
Tennessee
$133K +$5.72K +19 +5%
TFG
3542
Team Financial Group
California
$130K +$123K +408 New
VWA
3543
Valued Wealth Advisors
Utah
$127K +$6.33K +21 +6%
LCM
3544
Logan Capital Management
Pennsylvania
$125K – – –
BCM
3545
Boreal Capital Management
Florida
$125K – – –
GCM
3546
Gables Capital Management
Florida
$125K -$41.3K -137 -26%
CBT
3547
Crews Bank & Trust
Florida
$125K +$21.1K +70 +22%
BTC
3548
Bank & Trust Company
Illinois
$124K – – –
CFS
3549
CGC Financial Services
Oregon
$122K – – –
NMG
3550
New Millennium Group
Utah
$122K -$13.3K -44 -10%
140 141
142
143 144