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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
3526
Centricity Wealth Management
Ohio
$144K – – –
W
3527
WealthCollab
Washington
$144K +$2.41K +8 +2%
CIR
3528
Clear Investment Research
Georgia
$144K +$24.7K +82 +22%
NL
3529
NVWM LLC
Pennsylvania
$143K -$1.9M -6,309 -93%
FRA
3530
Front Row Advisors
California
$143K – – –
KLWA
3531
Kelly Lawrence W & Associates
California
$143K – – –
PWMG
3532
Private Wealth Management Group
New Jersey
$143K +$4.52K +15 +3%
KTC
3533
Kentucky Trust Company
Kentucky
$141K +$31.6K +105 +31%
YAL
3534
Your Advocates Ltd
Texas
$140K +$12.1K +40 +10%
DEM
3535
Disciplined Equity Management
Florida
$137K – – –
CWM
3536
Cranbrook Wealth Management
Michigan
$136K – – –
PP
3537
Pingora Partners
Wyoming
$135K -$9.34K -31 -7%
A
3538
AlphaQuest
New York
$134K +$49.1K +163 +63%
DAM
3539
Delta Asset Management
Tennessee
$133K +$5.72K +19 +5%
TFG
3540
Team Financial Group
California
$130K +$123K +408 New
VWA
3541
Valued Wealth Advisors
Utah
$127K +$6.33K +21 +6%
LCM
3542
Logan Capital Management
Pennsylvania
$125K – – –
BCM
3543
Boreal Capital Management
Florida
$125K – – –
GCM
3544
Gables Capital Management
Florida
$125K -$41.3K -137 -26%
CBT
3545
Crews Bank & Trust
Florida
$125K +$21.1K +70 +22%
BTC
3546
Bank & Trust Company
Illinois
$124K – – –
CFS
3547
CGC Financial Services
Oregon
$122K – – –
NMG
3548
New Millennium Group
Utah
$122K -$13.3K -44 -10%
IHWM
3549
Iron Horse Wealth Management
Iowa
$120K -$603 -2 -0.5%
DWS
3550
Dynamic Wealth Strategies
California
$120K -$42.2K -140 -27%
140 141
142
143 144