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Name Holding Trade Value Shares
Change 		Change in
Stake
RF
3601
Robbins Farley
New Hampshire
$357K – – –
CWM
3602
CarsonAllaria Wealth Management
Illinois
$356K +$3.99K +9 +1%
SCA
3603
Sippican Capital Advisors
Massachusetts
$356K – – –
VR
3604
Valued Retirements
Texas
$355K – – –
DM
3605
Diversified Management
Wisconsin
$355K +$350K +790 New
9C
3606
9823 Capital
Texas
$354K +$349K +788 New
KRW
3607
Kaufman Rossin Wealth
Florida
$353K -$27.9K -63 -7%
BMCM
3608
Black Maple Capital Management
Wisconsin
$353K +$348K +785 New
WTFG
3609
Wood Tarver Financial Group
Idaho
$353K – – –
TH
3610
TCTC Holdings
Texas
$353K – – –
DF
3611
Define Financial
California
$352K +$22.2K +50 +7%
GVCM
3612
Global View Capital Management
Wisconsin
$352K -$10.2K -23 -3%
JIR
3613
James Investment Research
Ohio
$352K +$132K +297 +61%
NWP
3614
NerdWallet Wealth Partners
New York
$351K -$443 -1 -0.1%
C
3615
Covestor
United Kingdom
$351K -$70K -158 -17%
FCM
3616
Fogel Capital Management
Florida
$351K – – –
EPI
3617
Eddie Patel Inc
Illinois
$350K +$345K +779 New
BAMG
3618
Brand Asset Management Group
Missouri
$350K -$1.71M -3,866 -83%
WCM
3619
WealthTrak Capital Management
Virginia
$350K +$52.3K +118 +18%
ISWM
3620
Intesa Sanpaolo Wealth Management
$349K +$344K +777 New
FG
3621
Fairman Group
Pennsylvania
$349K -$59.8K -135 -15%
FAM
3622
Flaharty Asset Management
Florida
$349K -$514K -1,159 -60%
MJRIC
3623
Mogy Joel R Investment Counsel
California
$349K – – –
DI
3624
Decision Investments
California
$348K +$343K +774 New
LFGO
3625
Legacy Financial Group (Oklahoma)
Oklahoma
$346K – – –
143 144
145
146 147