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Name Holding Trade Value Shares
Change 		Change in
Stake
DRP
4001
Decker Retirement Planning
Utah
$146K +$70K +170 +76%
W
4002
WealthCollab
Washington
$146K +$4.94K +12 +3%
MWPCG
4003
Measured Wealth Private Client Group
New Hampshire
$145K -$2.88K -7 -2%
BTC
4004
Bank & Trust Company
Illinois
$145K – – –
KB
4005
Kimelman & Baird
New York
$144K +$5.36K +13 +3%
PF
4006
PlanVest Financial
Maryland
$143K +$159K +385 New
TIM
4007
Thompson Investment Management
Wisconsin
$140K +$58.1K +141 +60%
IW
4008
Imprint Wealth
South Carolina
$140K -$5.36K -13 -3%
BH
4009
Burk Holdings
Oklahoma
$139K +$154K +373 New
PAM
4010
Paradigm Asset Management
New York
$136K – – –
CIR
4011
Clear Investment Research
Georgia
$136K +$150K +365 New
PWMA
4012
Pension & Wealth Management Advisors
Massachusetts
$133K +$6.18K +15 +4%
Q1WB
4013
Quest 10 Wealth Builders
Virginia
$132K +$16.5K +40 +13%
PAG
4014
Paladin Advisory Group
Iowa
$132K – – –
MFT
4015
Moisand Fitzgerald Tamayo
Florida
$131K – – –
KTC
4016
Kentucky Trust Company
Kentucky
$130K +$412 +1 +0.3%
SG
4017
Sankala Group
Colorado
$129K +$41.2K +100 +40%
CW
4018
Curio Wealth
Maryland
$129K -$10.7K -26 -7%
CWM
4019
Consultiva Wealth Management
Puerto Rico
$128K – – –
PP
4020
Pingora Partners
Wyoming
$128K – – –
JFG
4021
JDM Financial Group
Texas
$126K -$77K -187 -36%
OCM
4022
Orion Capital Management
California
$124K +$39.5K +96 +40%
CNBT
4023
Cornerstone National Bank & Trust
Illinois
$123K – – –
PJC
4024
Phillip James Consulting
Minnesota
$121K +$10.7K +26 +9%
SC
4025
Swan Capital
Florida
$120K -$23.1K -56 -15%
159 160
161
162 163