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Name Holding Trade Value Shares
Change 		Change in
Stake
QWM
3001
Quaker Wealth Management
New Jersey
$59.4K -$42.3K -198 -40%
AWA
3002
Acumen Wealth Advisors
Tennessee
$58.6K -$14.9K -70 -20%
ACM
3003
Accent Capital Management
Ohio
$58.6K +$41.6K +195 +210%
LAS
3004
Lloyd Advisory Services
Georgia
$57.4K -$4.27K -20 -7%
KFG
3005
Kingdom Financial Group
Arizona
$57.4K +$11.3K +53 +23%
PWMA
3006
Pension & Wealth Management Advisors
Massachusetts
$56.8K -$6.83K -32 -10%
USB
3007
Union Savings Bank
Connecticut
$56.6K – – –
VWA
3008
Valued Wealth Advisors
Utah
$56.1K -$51.5K -241 -47%
HFS
3009
Hughes Financial Services
Virginia
$55.3K +$7.47K +35 +15%
PS
3010
Pinney & Scofield
Massachusetts
$54.3K -$10.7K -50 -16%
SFAM
3011
Sawyer Falduto Asset Management
Illinois
$54.3K – – –
WAG
3012
Wilkerson Advisory Group
Missouri
$54.3K +$23.9K +112 +72%
IWS
3013
Intentional Wealth Strategies
Colorado
$54.3K +$57K +267 New
BHWM
3014
Beaird Harris Wealth Management
Texas
$54.2K -$107K -500 -65%
BLC
3015
Brown, Lisle/Cummings
Rhode Island
$53.9K +$19.4K +91 +52%
CFSG
3016
Community Financial Services Group
Vermont
$53.6K +$54.4K +255 New
SFS
3017
Sunrise Financial Services
Washington
$53.1K -$12.2K -57 -18%
PCFFS
3018
Pacific Center for Financial Services
California
$52.5K – – –
MTIM
3019
Marathon Trading Investment Management
Pennsylvania
$52.1K -$213K -997 -80%
MG
3020
MilWealth Group
Wisconsin
$50.9K – – –
TIM
3021
Thompson Investment Management
Wisconsin
$50.9K – – –
VFM
3022
Vision Financial Markets
Connecticut
$50.5K +$5.34K +25 +11%
RWM
3023
Raffa Wealth Management
District of Columbia
$50K +$2.35K +11 +5%
JGCM
3024
Joseph Group Capital Management
Ohio
$49.8K +$26.9K +126 +106%
HHGA
3025
Halbert Hargrove Global Advisors
California
$49.6K – – –
119 120
121
122 123