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Name Holding Trade Value Shares
Change 		Change in
Stake
VAG
1001
VisionPoint Advisory Group
Texas
$15.3K -$884 -20 -6%
RTL
1002
Red Tortoise LLC
Georgia
$14.9K – – –
EIM
1003
Essex Investment Management
Massachusetts
$14.5K – – –
SIC
1004
Salem Investment Counselors
North Carolina
$13.9K – – –
AWM
1005
Able Wealth Management
New Jersey
$13.5K +$12K +272 New
DI
1006
DAGCO Inc
Ohio
$13.1K +$11.7K +264 New
DWS
1007
Dynamic Wealth Strategies
California
$13.1K +$11.7K +264 New
CWM
1008
Compass Wealth Management
Connecticut
$12.1K – – –
FG
1009
Fairman Group
Pennsylvania
$11.7K +$10.4K +236 New
LWANC
1010
Laurel Wealth Advisors (North Carolina)
North Carolina
$11.5K – – –
PCMC
1011
Planning Capital Management Corporation
Pennsylvania
$11.1K +$9.89K +224 New
AWM
1012
Abound Wealth Management
Tennessee
$11K -$795 -18 -8%
VCM
1013
Versant Capital Management
Arizona
$10.7K +$707 +16 +8%
OC
1014
Oakworth Capital
Alabama
$10.1K – – –
AWM
1015
Atticus Wealth Management
Florida
$9.91K – – –
MHR
1016
Matthew Hamilton Rosenberg
$9.42K – – –
LTI
1017
Laffer Tengler Investments
Tennessee
$9.42K +$6.27K +142 +296%
AW
1018
Avion Wealth
Texas
$9K +$5.74K +130 +310%
CTWM
1019
Cherry Tree Wealth Management
Minnesota
$8.53K – – –
PWMG
1020
Private Wealth Management Group
New Jersey
$8.43K +$7.51K +170 New
VF
1021
VitalStone Financial
Texas
$8K – – –
YAL
1022
Your Advocates Ltd
Texas
$7.43K – – –
PIM
1023
Plato Investment Management
Australia
$7.24K +$6.45K +146 New
PMFA
1024
Plante Moran Financial Advisors
Michigan
$7.04K +$6.27K +142 New
AAP
1025
Arax Advisory Partners
Colorado
$6.84K +$972 +22 +19%
39 40
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