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Name Holding Trade Value Shares
Change 		Change in
Stake
BFP
2726
Briaud Financial Planning
Texas
$69K -$8.22K -204 -11%
IHWM
2727
Iron Horse Wealth Management
Iowa
$68.3K – – –
TCM
2728
Tradewinds Capital Management
Washington
$68.1K -$8.5K -211 -11%
SC
2729
Swan Capital
Florida
$68K +$66.5K +1,649 New
TIM
2730
Thompson Investment Management
Wisconsin
$65.2K – – –
SAG
2731
Spotlight Asset Group
Illinois
$62.9K – – –
BAM
2732
Bellevue Asset Management
Washington
$62.6K -$22.5K -558 -27%
FPF
2733
First Pacific Financial
Washington
$62.1K -$987K -24,484 -94%
IWMWV
2734
Ironwood Wealth Management (West Virginia)
West Virginia
$62K – – –
WPWM
2735
Western Pacific Wealth Management
Illinois
$62K -$1.77K -44 -3%
SC
2736
Stephens Consulting
Michigan
$61.2K +$4.55K +113 +8%
BFS
2737
Burkett Financial Services
South Carolina
$60.7K -$23.3K -579 -28%
TC
2738
Tacita Capital
Ontario, Canada
$60.5K – – –
PO
2739
Private Ocean
California
$58.4K -$8.46K -210 -13%
LIA
2740
Luken Investment Analytics
Tennessee
$58.3K – – –
CAM
2741
Creekmur Asset Management
Illinois
$58.2K -$45.6K -1,131 -44%
SIC
2742
SJS Investment Consulting
Ohio
$55.8K -$16K -398 -23%
CJL
2743
Cyrus J. Lawrence
New York
$55K – – –
SR
2744
Syntax Research
Florida
$53.6K – – –
FFA
2745
Frazier Financial Advisors
Ohio
$51.5K -$5.48K -136 -10%
FMP
2746
Financial Management Professionals
Texas
$51K +$1.81K +45 +4%
VWA
2747
Valued Wealth Advisors
Utah
$50.9K +$6.65K +165 +15%
WPA
2748
West Paces Advisors
Georgia
$49.2K -$1.77K -44 -4%
PAG
2749
Paladin Advisory Group
Iowa
$49.1K – – –
MB
2750
Mizuho Bank
Japan
$47.4K +$46.3K +1,150 New
108 109
110
111 112