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ALC

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
526
Focused Wealth Management
New York
$6.96K – – –
JFGIW
527
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6.96K +$7.83K +106 New
GI
528
Gradient Investments
Minnesota
$6.41K – – –
CWC
529
Carolinas Wealth Consulting
North Carolina
$6.11K +$295 +4 +5%
AAP
530
Arax Advisory Partners
Colorado
$5.73K -$295 -4 -5%
BCMLT
531
Beacon Capital Management LLC (Tennessee)
Tennessee
$5.7K – – –
BWM
532
BKM Wealth Management
Wisconsin
$5.7K +$5.39K +73 New
BWL
533
Bogart Wealth LLC
Virginia
$5.63K – – –
TSWM
534
Tyler-Stone Wealth Management
Ohio
$5.63K – – –
CJ
535
Caitlin John
Michigan
$5.63K +$5.32K +72 New
TIM
536
Thompson Investment Management
Wisconsin
$5.08K – – –
GKIM
537
GW&K Investment Management
Massachusetts
$5K – – –
JFA
538
JNBA Financial Advisors
Minnesota
$4.69K – – –
AEPWM
539
Atlantic Edge Private Wealth Management
Florida
$4.69K +$4.43K +60 New
UCB
540
United Community Bank
South Carolina
$4.69K – – –
BWM
541
Baystate Wealth Management
Massachusetts
$4.69K +$4.43K +60 New
HIA
542
Harbor Investment Advisory
Maryland
$4.61K +$369 +5 +9%
CTB
543
Country Trust Bank
Illinois
$4.45K +$4.21K +57 New
RFG
544
RFP Financial Group
Georgia
$4.38K -$7.39K -100 -64%
OLVIG
545
Oliver Lagore Vanvalin Investment Group
Michigan
$4.38K – – –
W
546
WealthCollab
Washington
$4.06K +$3.84K +52 New
LFG
547
Larson Financial Group
Missouri
$4.06K +$591 +8 +18%
HGERS
548
Householder Group Estate & Retirement Specialist
Arizona
$4K -$14.8K -201 -78%
NSG
549
Nalls Sherbakoff Group
Tennessee
$3.91K – – –
RWM
550
Raffa Wealth Management
District of Columbia
$3.83K – – –
20 21
22
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