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Name Holding Trade Value Shares
Change 		Change in
Stake
NOI
2901
Newton One Investments
Delaware
$39.2K +$41.4K +981 New
MCM
2902
MidAtlantic Capital Management
Virginia
$39K – – –
CMA
2903
Cedar Mountain Advisors
Oregon
$38.7K +$35.4K +839 +655%
BGA
2904
Battery Global Advisors
Massachusetts
$38.3K – – –
HIMS
2905
Hager Investment Management Services
New Hampshire
$38.2K +$40.3K +956 New
EWP
2906
Elevation Wealth Partners
California
$38.1K +$7.93K +188 +25%
OAJ
2907
Ogorek Anthony Joseph
New York
$38K +$6.37K +151 +19%
FFA
2908
Frazier Financial Advisors
Ohio
$37.8K -$4.26K -101 -10%
GWMI
2909
Guardian Wealth Management (Illinois)
Illinois
$36.7K +$591 +14 +2%
NBT
2910
Northwest Bank & Trust
Iowa
$36.4K – – –
WWM
2911
Wolff Wiese Magana
California
$35.5K -$4.09K -97 -10%
BT
2912
Banque Transatlantique
France
$35.5K +$37.6K +892 New
LIS
2913
Legacy Investment Solutions
Idaho
$35.4K -$11.9K -282 -24%
LWMI
2914
Legacy Wealth Management (Idaho)
Idaho
$35.4K -$11.9K -282 -24%
IWMWV
2915
Ironwood Wealth Management (West Virginia)
West Virginia
$35.4K -$23.8K -565 -38%
SR
2916
Syntax Research
Florida
$35.3K -$17.6K -417 -32%
PAI
2917
Pittenger & Anderson Inc
Nebraska
$35.3K – – –
FCMT
2918
Founders Capital Management (Texas)
Texas
$35K -$4.01K -95 -10%
FIA
2919
FNY Investment Advisers
New York
$35K -$380K -8,998 -91%
MFS
2920
Mattson Financial Services
Michigan
$34.9K +$17.5K +415 +115%
WAM
2921
Westport Asset Management
Connecticut
$34.5K – – –
AW
2922
Avion Wealth
Texas
$34K -$1.14K -27 -3%
TLA
2923
Tanglewood Legacy Advisors
Texas
$34K -$6.33K -150 -15%
FA
2924
Fedenia Advisers
Wisconsin
$32.8K +$34.6K +820 New
CFS
2925
Compass Financial Services
Iowa
$32.8K +$34.5K +819 New
115 116
117
118 119