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Name Holding Trade Value Shares
Change 		Change in
Stake
CSWM
2051
Cassady Schiller Wealth Management
Ohio
$6.37K – – –
PWMA
2052
Pension & Wealth Management Advisors
Massachusetts
$6.19K -$4.46K -25 -42%
VWA
2053
Valued Wealth Advisors
Utah
$6.01K -$1.43K -8 -20%
MWM
2054
Mascoma Wealth Management
New Hampshire
$6.01K +$5.88K +33 New
MFA
2055
McClarren Financial Advisors
Pennsylvania
$6K +$32.4K +182 New
PPC
2056
Park Place Capital
Alabama
$5.82K -$7.49K -42 -57%
AS
2057
AM Squared
Hong Kong
$5.82K – – –
BHWM
2058
Bay Harbor Wealth Management
Maryland
$5.46K – – –
BFA
2059
BBJS Financial Advisors
Washington
$4.55K +$4.46K +25 New
WCM
2060
Wunderlich Capital Managemnt
Tennessee
$4.55K -$1.39M -7,775 -100%
SFA
2061
Semmax Financial Advisors
North Carolina
$4.22K – – –
GLR
2062
Great Lakes Retirement
Ohio
$4K +$3.92K +22 New
BG
2063
Bollard Group
Massachusetts
$4K – – –
IA
2064
IFS Advisors
Kansas
$3.82K – – –
UWS
2065
Unique Wealth Strategies
Illinois
$3.67K +$3.39K +19 New
RWA
2066
Redmont Wealth Advisors
Illinois
$3.64K – – –
PSB
2067
Piscataqua Savings Bank
New Hampshire
$3.46K -$371K -2,081 -99%
NL
2068
NVWM LLC
Pennsylvania
$2.91K +$2.14K +12 +300%
DF
2069
DecisionPoint Financial
Arizona
$2.86K – – –
RTL
2070
Red Tortoise LLC
Georgia
$2.55K -$5.7K -32 -70%
PS
2071
PayPay Securities
Japan
$2.55K -$356 -2 -13%
GTAM
2072
Global Trust Asset Management
Florida
$2K – – –
RWM
2073
Raffa Wealth Management
District of Columbia
$1.82K – – –
MSWM
2074
Mowery & Schoenfeld Wealth Management
Illinois
$1.09K – – –
CAM
2075
ClariVest Asset Management
California
$913 – – –
81 82
83
84 85