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ACM

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
551
Prestige Wealth Management Group
New Jersey
$7.72K -$341K -3,602 -98%
JWA
552
JFS Wealth Advisors
Pennsylvania
$7.29K -$9.48K -100 -54%
RF
553
Rossby Financial
Florida
$6.68K +$3.13K +33 +73%
TFA
554
Toth Financial Advisory
Virginia
$6.36K – – –
FFO
555
Fortitude Family Office
Arizona
$6.28K +$1.42K +15 +25%
AWM
556
Activest Wealth Management
Florida
$6.11K +$6.82K +72 New
KFI
557
Key Financial Inc
Pennsylvania
$5.85K – – –
TCM
558
Triumph Capital Management
Colorado
$5.68K – – –
KFAS
559
Keating Financial Advisory Services
Kansas
$5.51K +$4.26K +45 +225%
WTC
560
WhitTier Trust Company
Nevada
$5.44K – – –
JWM
561
JPL Wealth Management
Colorado
$5.43K +$6.07K +64 New
PWAM
562
Private Wealth Asset Management
Iowa
$5.43K – – –
PWPS
563
Pinnacle Wealth Planning Services
Ohio
$5.34K -$136K -1,436 -96%
HFM
564
Harvest Fund Management
China
$5K +$5.12K +54 New
B
565
Bayban
Minnesota
$4.58K – – –
MB
566
MidFirst Bank
Oklahoma
$4.5K -$569 -6 -10%
HNW
567
High Note Wealth
Minnesota
$4.5K -$190 -2 -4%
CB
568
CNB Bank
Pennsylvania
$4.41K – – –
T
569
Transce3nd
Texas
$4.33K -$3.98K -42 -45%
WWM
570
Wolff Wiese Magana
California
$4.33K – – –
CMA
571
Cedar Mountain Advisors
Oregon
$4.33K +$4.83K +51 New
WPA
572
Wealth Preservation Advisors
Tennessee
$4.33K +$4.83K +51 New
CTC
573
Central Trust Company
Missouri
$4.24K -$6.16K -65 -57%
LWMI
574
Legacy Wealth Management (Idaho)
Idaho
$4.24K – – –
AEPWM
575
Atlantic Edge Private Wealth Management
Florida
$4.24K +$1.42K +15 +43%
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23
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