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Name Holding Trade Value Shares
Change 		Change in
Stake
LJHT
2926
Laurie J. Hall Trustee
$81K – – –
SMG
2927
Spectrum Management Group
Indiana
$81K – – –
GTAM
2928
Global Trust Asset Management
Florida
$78K -$41.7K -787 -34%
MSE
2929
MUFG Securities EMEA
United Kingdom
$78K – – –
PFA
2930
Professional Financial Advisors
Nebraska
$76K -$19.3K -365 -20%
CWM
2931
Curi Wealth Management
North Carolina
$74K +$4.45K +84 +6%
TFO
2932
Tarbox Family Office
California
$73K -$328K -6,190 -81%
CAL
2933
Capital Advisors Ltd
Ohio
$72K +$5.14K +97 +7%
UIA
2934
Ulland Investment Advisors
Minnesota
$71K +$5.56K +105 +8%
JEST
2935
JTC Employer Solutions Trustee
Jersey
$70K – – –
LPP
2936
Life Planning Partners
Florida
$70K – – –
RWM
2937
Raffa Wealth Management
District of Columbia
$65.3K +$1.7K +32 +3%
FEG
2938
Financial Enhancement Group
Indiana
$64K -$76.1K -1,437 -53%
MIM
2939
Meridiem Investment Management
United Kingdom
$63K – – –
M1FG
2940
Mach-1 Financial Group
Arkansas
$63K +$40.1K +757 +154%
BA
2941
Bellwether Advisors
Nebraska
$62K – – –
NWM
2942
Nauset Wealth Management
Connecticut
$62K +$64.3K +1,214 New
FCG
2943
Financial Connections Group
California
$61K -$13.2K -250 -17%
CWA
2944
Clearview Wealth Advisors
Oregon
$61K -$9.38K -177 -13%
OA
2945
Operose Advisors
Wisconsin
$61K – – –
PAG
2946
Paladin Advisory Group
Iowa
$61K +$62.3K +1,177 New
IHWM
2947
Iron Horse Wealth Management
Iowa
$60K +$9.59K +181 +18%
WAM
2948
Worth Asset Management
Texas
$58K +$63.8K +1,204 New
MWA
2949
Miller Wealth Advisors
Colorado
$56K – – –
GKIM
2950
GW&K Investment Management
Massachusetts
$54K +$56.3K +1,062 New
116 117
118
119 120