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AMD

Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
3001
Portus Wealth Advisors
North Carolina
$66.1K +$69.4K +325 New
HIA
3002
HFM Investment Advisors
New Jersey
$62.3K – – –
DWM
3003
Dogwood Wealth Management
Kansas
$61.2K +$5.55K +26 +9%
CJ
3004
Caitlin John
Michigan
$60.8K -$2.35K -11 -4%
FCG
3005
Financial Connections Group
California
$60K +$61.1K +286 +2,860%
PMFA
3006
Plante Moran Financial Advisors
Michigan
$59.8K -$1.92K -9 -3%
QWM
3007
Quaker Wealth Management
New Jersey
$59.4K -$42.3K -198 -40%
AWA
3008
Acumen Wealth Advisors
Tennessee
$58.6K -$14.9K -70 -20%
ACM
3009
Accent Capital Management
Ohio
$58.6K +$41.6K +195 +210%
LAS
3010
Lloyd Advisory Services
Georgia
$57.4K -$4.27K -20 -7%
KFG
3011
Kingdom Financial Group
Arizona
$57.4K +$11.3K +53 +23%
PWMA
3012
Pension & Wealth Management Advisors
Massachusetts
$56.8K -$6.83K -32 -10%
USB
3013
Union Savings Bank
Connecticut
$56.6K – – –
VWA
3014
Valued Wealth Advisors
Utah
$56.1K -$51.5K -241 -47%
HFS
3015
Hughes Financial Services
Virginia
$55.3K +$7.47K +35 +15%
PS
3016
Pinney & Scofield
Massachusetts
$54.3K -$10.7K -50 -16%
SFAM
3017
Sawyer Falduto Asset Management
Illinois
$54.3K – – –
WAG
3018
Wilkerson Advisory Group
Missouri
$54.3K +$23.9K +112 +72%
IWS
3019
Intentional Wealth Strategies
Colorado
$54.3K +$57K +267 New
BHWM
3020
Beaird Harris Wealth Management
Texas
$54.2K -$107K -500 -65%
BLC
3021
Brown, Lisle/Cummings
Rhode Island
$53.9K +$19.4K +91 +52%
CFSG
3022
Community Financial Services Group
Vermont
$53.6K +$54.4K +255 New
SFS
3023
Sunrise Financial Services
Washington
$53.1K -$12.2K -57 -18%
PCFFS
3024
Pacific Center for Financial Services
California
$52.5K – – –
MTIM
3025
Marathon Trading Investment Management
Pennsylvania
$52.1K -$213K -997 -80%
119 120
121
122 123