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Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
2776
FSA Wealth Management
Massachusetts
$154K +$7.49K +173 +5%
MFT
2777
Moisand Fitzgerald Tamayo
Florida
$153K -$46K -1,063 -23%
Q
2778
QVR
California
$153K +$153K +3,536 New
HFM
2779
Harvest Fund Management
China
$153K +$137K +3,174 +917%
SNB
2780
Security National Bank
Nebraska
$152K +$4.37K +101 +3%
OAJ
2781
Ogorek Anthony Joseph
New York
$151K – – –
GFA
2782
Gladwyn Financial Advisors
Virginia
$150K +$150K +3,455 New
PSFG
2783
Park Square Financial Group
Georgia
$148K +$5.11K +118 +4%
RA
2784
Rise Advisors
New York
$146K +$20.4K +470 +16%
BIA
2785
Bell Investment Advisors
California
$144K +$63.6K +1,468 +79%
FW
2786
Fairway Wealth
Ohio
$142K +$2.17K +50 +2%
JFA
2787
JNBA Financial Advisors
Minnesota
$142K -$14.9K -343 -9%
HI
2788
Hoey Investments
Pennsylvania
$138K – – –
TFGT
2789
TS Financial Group (TSFG)
Illinois
$138K +$8.7K +201 +7%
BHWM
2790
Beaird Harris Wealth Management
Texas
$137K -$39.7K -917 -22%
BFPW
2791
BOK Financial Private Wealth
Colorado
$135K -$15.4K -355 -10%
PWMA
2792
Pension & Wealth Management Advisors
Massachusetts
$135K +$2.86K +66 +2%
NECFA
2793
New England Capital Financial Advisors
Connecticut
$134K +$8.1K +187 +6%
CPG
2794
Cornerstone Planning Group
New Jersey
$133K -$52K -1,200 -28%
MCAI
2795
Members Capital Advisors Inc
Wisconsin
$132K – – –
NL
2796
NVWM LLC
Pennsylvania
$132K +$1.52K +35 +1%
JGIA
2797
Jackson Grant Investment Advisers
Connecticut
$132K +$823 +19 +0.6%
IHWM
2798
Iron Horse Wealth Management
Iowa
$130K +$47.6K +1,100 +58%
BCMLT
2799
Beacon Capital Management LLC (Tennessee)
Tennessee
$130K -$6.37K -147 -5%
CAL
2800
Capital Advisors Ltd
Ohio
$130K -$12.8K -296 -9%
110 111
112
113 114