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Name Holding Trade Value Shares
Change 		Change in
Stake
HWMA
2926
Heritage Wealth Management (Arizona)
Arizona
$82K +$85.7K +1,618 New
LJHT
2927
Laurie J. Hall Trustee
$81K – – –
SMG
2928
Spectrum Management Group
Indiana
$81K – – –
GTAM
2929
Global Trust Asset Management
Florida
$78K -$41.7K -787 -34%
MSE
2930
MUFG Securities EMEA
United Kingdom
$78K – – –
PFA
2931
Professional Financial Advisors
Nebraska
$76K -$19.3K -365 -20%
CWM
2932
Curi Wealth Management
North Carolina
$74K +$4.45K +84 +6%
TFO
2933
Tarbox Family Office
California
$73K -$328K -6,190 -81%
CAL
2934
Capital Advisors Ltd
Ohio
$72K +$5.14K +97 +7%
UIA
2935
Ulland Investment Advisors
Minnesota
$71K +$5.56K +105 +8%
JEST
2936
JTC Employer Solutions Trustee
Jersey
$70K – – –
LPP
2937
Life Planning Partners
Florida
$70K – – –
RWM
2938
Raffa Wealth Management
District of Columbia
$65.3K +$1.7K +32 +3%
FEG
2939
Financial Enhancement Group
Indiana
$64K -$76.1K -1,437 -53%
MIM
2940
Meridiem Investment Management
United Kingdom
$63K – – –
M1FG
2941
Mach-1 Financial Group
Arkansas
$63K +$40.1K +757 +154%
BA
2942
Bellwether Advisors
Nebraska
$62K – – –
NWM
2943
Nauset Wealth Management
Connecticut
$62K +$64.3K +1,214 New
FCG
2944
Financial Connections Group
California
$61K -$13.2K -250 -17%
CWA
2945
Clearview Wealth Advisors
Oregon
$61K -$9.38K -177 -13%
OA
2946
Operose Advisors
Wisconsin
$61K – – –
PAG
2947
Paladin Advisory Group
Iowa
$61K +$62.3K +1,177 New
IHWM
2948
Iron Horse Wealth Management
Iowa
$60K +$9.59K +181 +18%
WAM
2949
Worth Asset Management
Texas
$58K +$63.8K +1,204 New
MWA
2950
Miller Wealth Advisors
Colorado
$56K – – –
116 117
118
119 120