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AMD

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2151
Compass Wealth Management
Connecticut
$50.9K – – –
PO
2152
Private Ocean
California
$49.8K – – –
UIA
2153
Ulland Investment Advisors
Minnesota
$49K +$38.9K +330 New
IFAM
2154
Institutional & Family Asset Management
Colorado
$48.5K +$5.89K +50 +18%
AP
2155
Aspect Partners
Virginia
$48.5K +$38.8K +329 New
BWM
2156
BKM Wealth Management
Wisconsin
$48.4K +$38.7K +328 New
KFS
2157
Kelly Financial Services
Massachusetts
$48K – – –
WSC
2158
Wellington Shields & Co
New York
$47.6K +$7.78K +66 +26%
DAC
2159
Dividend Assets Capital
South Carolina
$46K – – –
CHA
2160
Carmichael Hill & Associates
Maryland
$45.5K – – –
HGA
2161
Hobbs Group Advisors
South Carolina
$45.5K +$36.4K +309 New
S
2162
Sachetta
Massachusetts
$45.3K +$36.2K +307 New
ITIM
2163
Indiana Trust & Investment Management
Indiana
$44.2K – – –
MG
2164
MilWealth Group
Wisconsin
$44.2K – – –
PP
2165
PrairieView Partners
Minnesota
$44K – – –
CPG
2166
Cornerstone Planning Group
New Jersey
$43.9K -$4.01K -34 -10%
FCMT
2167
Founders Capital Management (Texas)
Texas
$43.3K +$17.7K +150 +104%
W
2168
WealthCollab
Washington
$42.5K +$33.9K +288 New
SA
2169
Scarborough Advisors
Maryland
$42.1K +$33.7K +286 New
PWMG
2170
Private Wealth Management Group
New Jersey
$41.4K +$33.1K +281 New
OLVIG
2171
Oliver Lagore Vanvalin Investment Group
Michigan
$39.9K +$8.49K +72 +36%
WBC
2172
West Branch Capital
Massachusetts
$39.4K -$204K -1,733 -87%
KWAG
2173
Kiely Wealth Advisory Group
North Carolina
$37.9K +$24.8K +210 New
RWM
2174
Raffa Wealth Management
District of Columbia
$37.4K – – –
BEI
2175
Benjamin Edwards Inc
Missouri
$37K +$2.95K +25 +11%
85 86
87
88 89