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Name Holding Trade Value Shares
Change 		Change in
Stake
LIA
2776
Luken Investment Analytics
Tennessee
$64K +$65K +1,095 New
TC
2777
Tacita Capital
Ontario, Canada
$60K +$60.3K +1,016 New
NOI
2778
Newton One Investments
Delaware
$60K +$60.5K +1,019 New
KC
2779
Kinloch Capital
Virginia
$60K +$61K +1,027 New
LGWM
2780
Litman Gregory Wealth Management
California
$59K -$12.4K -209 -17%
WOSD
2781
WFA of San Diego
California
$58K -$3.27K -55 -0.4%
CIA
2782
Cascade Investment Advisors
Oregon
$51.9K – – –
WAM
2783
Westport Asset Management
Connecticut
$51K – – –
EWA
2784
Evolution Wealth Advisors
Florida
$50K -$55.5K -935 -53%
WFA
2785
West Financial Advisors
Iowa
$50K +$50.2K +846 New
HRC
2786
Hoertkorn Richard Charles
$47K – – –
KCM
2787
Kathmere Capital Management
Pennsylvania
$45K – – –
TCM
2788
TD Capital Management
Tennessee
$45K – – –
MI
2789
Markston International
New York
$44K -$6.83K -115 -13%
CMA
2790
Cedar Mountain Advisors
Oregon
$43K – – –
BC
2791
Barnett & Company
Tennessee
$41K -$7.07K -119 -15%
FGAM
2792
Financial Gravity Asset Management
Texas
$41K +$41.2K +693 New
ADIM
2793
Alpha DNA Investment Management
Maryland
$40K +$40.8K +687 New
CWM
2794
Curi Wealth Management
North Carolina
$40K +$41.2K +693 New
TCWA
2795
Ten Capital Wealth Advisors
Washington
$38K +$38.3K +645 New
BFG
2796
Baron Financial Group
New Jersey
$34.4K – – –
CWAF
2797
Core Wealth Advisors (Florida)
Florida
$34K -$154K -2,601 -82%
TFA
2798
Toth Financial Advisory
Virginia
$34K – – –
WCMN
2799
Westchester Capital Management (Nebraska)
Nebraska
$34K – – –
AWMS
2800
Advocacy Wealth Management Services
Georgia
$31K – – –
110 111
112
113 114