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Name Holding Trade Value Shares
Change 		Change in
Stake
RTL
2726
Red Tortoise LLC
Georgia
$72K +$60.5K +1,500 +607%
PCTC
2727
Perkins Coie Trust Company
Washington
$72K – – –
BFP
2728
Briaud Financial Planning
Texas
$69K -$8.22K -204 -11%
IHWM
2729
Iron Horse Wealth Management
Iowa
$68.3K – – –
TCM
2730
Tradewinds Capital Management
Washington
$68.1K -$8.5K -211 -11%
SC
2731
Swan Capital
Florida
$68K +$66.5K +1,649 New
TIM
2732
Thompson Investment Management
Wisconsin
$65.2K – – –
SAG
2733
Spotlight Asset Group
Illinois
$62.9K – – –
BAM
2734
Bellevue Asset Management
Washington
$62.6K -$22.5K -558 -27%
FPF
2735
First Pacific Financial
Washington
$62.1K -$987K -24,484 -94%
IWMWV
2736
Ironwood Wealth Management (West Virginia)
West Virginia
$62K – – –
WPWM
2737
Western Pacific Wealth Management
Illinois
$62K -$1.77K -44 -3%
SC
2738
Stephens Consulting
Michigan
$61.2K +$4.55K +113 +8%
BFS
2739
Burkett Financial Services
South Carolina
$60.7K -$23.3K -579 -28%
TC
2740
Tacita Capital
Ontario, Canada
$60.5K – – –
PO
2741
Private Ocean
California
$58.4K -$8.46K -210 -13%
LIA
2742
Luken Investment Analytics
Tennessee
$58.3K – – –
CAM
2743
Creekmur Asset Management
Illinois
$58.2K -$45.6K -1,131 -44%
SIC
2744
SJS Investment Consulting
Ohio
$55.8K -$16K -398 -23%
CJL
2745
Cyrus J. Lawrence
New York
$55K – – –
SR
2746
Syntax Research
Florida
$53.6K – – –
FFA
2747
Frazier Financial Advisors
Ohio
$51.5K -$5.48K -136 -10%
FMP
2748
Financial Management Professionals
Texas
$51K +$1.81K +45 +4%
VWA
2749
Valued Wealth Advisors
Utah
$50.9K +$6.65K +165 +15%
WPA
2750
West Paces Advisors
Georgia
$49.2K -$1.77K -44 -4%
108 109
110
111 112