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Name Holding Trade Value Shares
Change 		Change in
Stake
OIAM
2701
OFI Invest Asset Management
France
$45.4K +$1.13K +32 +2%
LPP
2702
Life Planning Partners
Florida
$45.1K +$42.3K +1,195 New
PAG
2703
Paladin Advisory Group
Iowa
$44.4K – – –
FF
2704
Friedenthal Financial
New Jersey
$43.8K +$41.1K +1,161 New
GA
2705
GoalVest Advisory
New York
$42.6K +$4.35K +123 +12%
MFA
2706
McClarren Financial Advisors
Pennsylvania
$42K +$743 +21 +2%
NBT
2707
Northwest Bank & Trust
Iowa
$41.5K +$38.9K +1,100 New
AS
2708
Altshuler Shaham
Israel
$41.1K -$330K -9,319 -90%
FMP
2709
Financial Management Professionals
Texas
$41K +$14.3K +404 +58%
RWM
2710
Raffa Wealth Management
District of Columbia
$40.2K +$142 +4 +0.4%
CSWM
2711
Cassady Schiller Wealth Management
Ohio
$37.9K -$4.1K -116 -10%
TLA
2712
Tanglewood Legacy Advisors
Texas
$37.7K -$23.7K -669 -40%
MS
2713
Mizuho Securities
Japan
$37.7K +$34.3K +970 +3,233%
AFS
2714
Annapolis Financial Services
Maryland
$37.2K -$5.27K -149 -13%
WIM
2715
Westside Investment Management
California
$37.1K -$15.9K -450 -31%
NOI
2716
Newton One Investments
Delaware
$36.8K -$37.4K -1,056 -52%
MCM
2717
MidAtlantic Capital Management
Virginia
$36.8K +$34.5K +975 New
CTC
2718
Cetera Trust Company
Minnesota
$36.7K +$34.4K +973 New
GTAM
2719
Global Trust Asset Management
Florida
$36.1K -$3.93K -111 -10%
MWA
2720
Miller Wealth Advisors
Colorado
$36K – – –
LIWM
2721
Long Island Wealth Management
New York
$36K +$34.1K +964 New
GFPC
2722
Global Financial Private Client
Florida
$35.9K -$24.2K -684 -42%
VL
2723
Vima LLC
Michigan
$35.8K +$33.5K +948 New
FGAM
2724
Financial Gravity Asset Management
Texas
$35.3K +$33.2K +937 New
W
2725
WealthCollab
Washington
$35.1K +$33K +932 New
107 108
109
110 111