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Name Holding Trade Value Shares
Change 		Change in
Stake
AW
3076
Avion Wealth
Texas
$73K +$5.65K +122 +9%
AI
3077
AXS Investments
New York
$72.8K -$40.3K -870 -38%
PMFA
3078
Plante Moran Financial Advisors
Michigan
$71.4K -$1.3K -28 -2%
LIA
3079
Luken Investment Analytics
Tennessee
$71K -$1.16K -25 -2%
DCM
3080
Dorato Capital Management
Colorado
$68.3K – – –
IWP
3081
IAG Wealth Partners
Wisconsin
$66.9K -$16K -345 -21%
MPW
3082
MASECO Private Wealth
$66.4K -$5.33K -115 -8%
BA
3083
Ballast Advisors
Minnesota
$65.5K +$60.4K +1,304 New
PS
3084
Pinney & Scofield
Massachusetts
$65.3K – – –
CWIG
3085
Chung Wu Investment Group
Texas
$65.3K -$13.9K -300 -19%
CCMW
3086
Cypress Capital Management (Wyoming)
Wyoming
$65.1K -$1.11K -24 -2%
SBFM
3087
S-Bank Fund Management
Finland
$64.4K -$2.23K -48 -4%
HC
3088
Hara Capital
Washington
$62.5K – – –
IA
3089
IFS Advisors
Kansas
$61.6K – – –
HIMS
3090
Hager Investment Management Services
New Hampshire
$61.3K +$3.57K +77 +7%
FS
3091
Financially Speaking
Colorado
$61.2K – – –
UIC
3092
Uniplan Investment Counsel
Wisconsin
$61K +$50.3K +1,085 +841%
RWM
3093
Raffa Wealth Management
District of Columbia
$60.7K +$9.13K +197 +19%
GGI
3094
Godsey & Gibb Inc
Virginia
$60.1K -$10.9K -235 -16%
KG
3095
Kilter Group
New York
$59.2K +$29.8K +643 +120%
VWA
3096
Valued Wealth Advisors
Utah
$58K -$15.9K -344 -23%
SA
3097
Strategic Advocates
Utah
$57.5K -$16.3K -352 -23%
T
3098
Tidemark
California
$56.2K +$1.58K +34 +3%
BAM
3099
Bellevue Asset Management
Washington
$55.9K +$463 +10 +0.9%
PWM
3100
Peterson Wealth Management
Nevada
$55.5K +$51.3K +1,106 New
122 123
124
125 126