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Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
2851
Winthrop Capital Management
Indiana
$89K +$1.01K +25 +1%
AT
2852
Avalon Trust
New Mexico
$88.4K -$186K -4,594 -68%
WIM
2853
Westside Investment Management
California
$88.1K +$9.57K +236 +12%
TTIC
2854
Tower Trust & Investment Company
Iowa
$88.1K +$54.5K +1,343 +164%
HC
2855
Hurley Capital
New York
$87.9K -$771 -19 -0.9%
NSG
2856
Nalls Sherbakoff Group
Tennessee
$87.6K -$2.23K -55 -2%
OC
2857
Optima Capital
Oregon
$87.2K +$86.8K +2,141 New
HAP
2858
Harbor Asset Planning
Massachusetts
$87K – – –
LFASL
2859
Lugano Financial Advisors SA (LFA)
Switzerland
$86.8K -$20.3K -500 -19%
GA
2860
GoalVest Advisory
New York
$84.5K +$44.8K +1,104 +114%
W
2861
WealthCollab
Washington
$82.6K +$46.4K +1,145 +130%
EWP
2862
Elevation Wealth Partners
California
$82.3K +$29K +716 +55%
MCA
2863
Maryland Capital Advisors
Maryland
$82.2K +$1.3K +32 +2%
CW
2864
CrossGen Wealth
North Carolina
$81.9K +$81.6K +2,011 New
APW
2865
Aventura Private Wealth
Florida
$81.7K -$151K -3,731 -65%
SC
2866
Sawyer & Company
Massachusetts
$80.2K – – –
KB
2867
Kimelman & Baird
New York
$79.7K – – –
MLA
2868
MB, Levis & Associates
Pennsylvania
$78.9K +$527 +13 +0.7%
EWM
2869
Evolution Wealth Management
Florida
$76.6K -$489K -12,062 -87%
AWM
2870
Abound Wealth Management
Tennessee
$76.5K – – –
CWP
2871
Clark Wealth Partners
Illinois
$75.3K – – –
FCT
2872
First Community Trust
Iowa
$74.7K -$10.1K -250 -12%
VWM
2873
Vermillion Wealth Management
Minnesota
$74.7K -$406 -10 -0.5%
CFS
2874
Compass Financial Services
Iowa
$72.2K -$5.84K -144 -8%
CFM
2875
Cornerstone Financial Management
Massachusetts
$72.2K +$71.9K +1,772 New
113 114
115
116 117