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Name Holding Trade Value Shares
Change 		Change in
Stake
TWD
2751
True Wealth Design
Ohio
$36.2K -$5.25K -133 -13%
KA
2752
Kozak & Associates
Colorado
$35.5K +$434 +11 +1%
GFWA
2753
Grey Fox Wealth Advisors
Delaware
$35.1K -$16.4K -415 -32%
TCWA
2754
Ten Capital Wealth Advisors
Washington
$34.8K -$789 -20 -2%
M1FG
2755
Mach-1 Financial Group
Arkansas
$34K -$1.87M -47,523 -96%
WAM
2756
Westport Asset Management
Connecticut
$33.5K – – –
BA
2757
Bellwether Advisors
Nebraska
$32.9K – – –
CIA
2758
Cascade Investment Advisors
Oregon
$32.3K +$32.8K +831 New
LSA
2759
Lansing Street Advisors
Pennsylvania
$32.3K +$434 +11 +1%
HFS
2760
HBC Financial Services
Washington
$31K +$3.94K +100 +14%
HC
2761
Hoese & Co
Minnesota
$29.6K – – –
WFA
2762
West Financial Advisors
Iowa
$29.2K – – –
MS
2763
Mizuho Securities
Japan
$28.8K -$66.6K -1,690 -70%
MIM
2764
Meridiem Investment Management
United Kingdom
$26.8K – – –
FCMT
2765
Founders Capital Management (Texas)
Texas
$26K – – –
SCA
2766
Stuart Chaussee & Associates
California
$24.9K – – –
CM
2767
Cornerstone Management
Georgia
$23.8K – – –
VFA
2768
Values First Advisors
Tennessee
$23.4K +$23.7K +602 New
CWM
2769
Cranbrook Wealth Management
Michigan
$23.3K +$23.7K +600 New
SHIM
2770
Stone House Investment Management
Pennsylvania
$22.2K +$22.5K +571 New
HB
2771
Horizon Bancorp
Indiana
$21K -$74K -1,877 -77%
IUHSA
2772
Itau Unibanco Holding S.A.
Brazil
$20.7K -$20.7K -526 -50%
LG
2773
LAM Group
Oregon
$20.4K – – –
HCM
2774
Hollencrest Capital Management
California
$19.4K -$4.54K -115 -19%
FCA
2775
Fortis Capital Advisors
Kansas
$18.9K -$102K -2,595 -84%
109 110
111
112 113