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Name Holding Trade Value Shares
Change 		Change in
Stake
KFP
3026
Kerr Financial Planning
California
$33.4K +$188 +4 +0.5%
PMAM
3027
Picton Mahoney Asset Management
Ontario, Canada
$33.1K -$3.19M -68,050 -99%
MWA
3028
Miller Wealth Advisors
Colorado
$32.4K – – –
TWM
3029
Tripletail Wealth Management
Florida
$30.7K – – –
DFA
3030
DHJJ Financial Advisors
Illinois
$30.6K +$422 +9 +1%
CCMR
3031
Core Capital Management & Research
Texas
$30.2K +$28.3K +603 New
HC
3032
Hoese & Co
Minnesota
$30.1K – – –
BCM
3033
Boreal Capital Management
Florida
$30K – – –
JEST
3034
JTC Employer Solutions Trustee
Jersey
$30K – – –
AS
3035
Altshuler Shaham
Israel
$29.8K -$5.21K -111 -14%
MSFP
3036
Mark Sheptoff Financial Planning
Connecticut
$29.6K – – –
PCTC
3037
Perkins Coie Trust Company
Washington
$29.6K – – –
SC
3038
Skylands Capital
Wisconsin
$29.6K +$32.8K +700 New
MIM
3039
Meridiem Investment Management
United Kingdom
$29.2K – – –
GK
3040
Graney & King
New York
$28.1K -$141 -3 -0.4%
HWP
3041
Highline Wealth Partners
California
$28K -$12.1K -258 -28%
EP
3042
Essential Partners
California
$27.5K +$2.81K +60 +10%
NA
3043
Networth Advisors
Pennsylvania
$27.3K – – –
TAP
3044
Tounjian Advisory Partners
Florida
$27.3K -$1.73M -36,900 -98%
CNBT
3045
Cornerstone National Bank & Trust
Illinois
$27K -$3.19K -68 -10%
CA
3046
Centerpoint Advisors
Massachusetts
$27K +$94 +2 +0.3%
RRMM
3047
Regatta Research & Money Management
Louisiana
$26.7K +$29.6K +630 New
HNW
3048
High Note Wealth
Minnesota
$26.7K +$4.83K +103 +20%
SVCP
3049
Silicon Valley Capital Partners
California
$26.3K +$422 +9 +1%
GCP
3050
Gill Capital Partners
Colorado
$26.3K +$12.4K +265 +75%
120 121
122
123 124