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Name Holding Trade Value Shares
Change 		Change in
Stake
TCCM
2801
Timber Creek Capital Management
Massachusetts
$7.78K – – –
WAM
2802
Worth Asset Management
Texas
$7.78K – – –
AT
2803
Avalon Trust
New Mexico
$7.78K +$7.89K +200 New
ICM
2804
Islay Capital Management
Texas
$7.39K -$28.6K -725 -79%
2L
2805
25 LLC
Missouri
$7.26K +$7.57K +192 New
LFA
2806
Legend Financial Advisors
Pennsylvania
$7K – – –
LFA
2807
Level Financial Advisors
New York
$6.96K -$197 -5 -3%
IAS
2808
IMA Advisory Services
Colorado
$6.46K -$153K -3,876 -96%
GA
2809
GoalVest Advisory
New York
$5.91K – – –
SC
2810
Solstein Capital
California
$5.91K – – –
GPI
2811
General Partner Inc
Pennsylvania
$5.84K +$5.84K +148 New
FCAS
2812
First Command Advisory Services
Texas
$5.83K -$21.9K -555 -79%
GWSA
2813
Global Wealth Strategies & Associates
Colorado
$5.64K +$2.52K +64 +79%
PS
2814
PayPay Securities
Japan
$5.52K -$946 -24 -14%
HFM
2815
Harvest Fund Management
China
$5K -$7.3K -185 -57%
FIA
2816
FNY Investment Advisers
New York
$5K – – –
RWM
2817
Ruedi Wealth Management
Illinois
$4.94K -$4.77K -121 -49%
KHC
2818
Koesten Hirschmann & Crabtree
Kansas
$4.86K – – –
JFG
2819
JDM Financial Group
Texas
$4.18K – – –
OIS
2820
Okabena Investment Services
Minnesota
$4.04K -$4.14K -105 -50%
SWG
2821
Summit Wealth Group
Vermont
$4K +$6.28M +159,367 New
BCM
2822
Bourgeon Capital Management
Connecticut
$3.89K -$4.73K -120 -55%
IRAG
2823
Investment Research & Advisory Group
Georgia
$3.89K – – –
HRC
2824
Hoertkorn Richard Charles
$3.81K – – –
CIM
2825
Contravisory Investment Management
Massachusetts
$3.38K – – –
111 112
113
114 115