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Name Holding Trade Value Shares
Change 		Change in
Stake
FDW
2201
Fourth Dimension Wealth
Ohio
$70.1K – – –
RF
2202
Robinswood Financial
Washington
$69.6K -$45.1K -200 -38%
BMC
2203
Bear Mountain Capital
Washington
$68.6K +$225 +1 +0.3%
DMBA
2204
Deseret Mutual Benefit Administrators
Utah
$68.4K -$29.1K -129 -29%
WWM
2205
Wolff Wiese Magana
California
$68K +$451 +2 +0.6%
CT
2206
Clearstead Trust
Maine
$67.6K -$451 -2 -0.6%
GJIA
2207
Glass Jacobson Investment Advisors
Maryland
$67.1K – – –
RF
2208
Rossby Financial
Florida
$66.5K +$676 +3 +1%
JWM
2209
JPL Wealth Management
Colorado
$66.3K +$69.2K +307 New
AWM
2210
Accredited Wealth Management
Kentucky
$66.1K +$1.79M +7,924 +2,532%
EWP
2211
Elevation Wealth Partners
California
$63.5K +$11.5K +51 +21%
CCM
2212
Chilton Capital Management
Texas
$63K – – –
FC
2213
Fairscale Capital
New Hampshire
$63K – – –
MLA
2214
MB, Levis & Associates
Pennsylvania
$62.7K – – –
CAM
2215
Creekmur Asset Management
Illinois
$60.9K +$3.61K +16 +6%
CWM
2216
Cranbrook Wealth Management
Michigan
$60.9K – – –
EWM
2217
Evolution Wealth Management
Florida
$59.6K – – –
BTC
2218
Bank & Trust Company
Illinois
$59.4K – – –
SCA
2219
Stuart Chaussee & Associates
California
$58.1K – – –
EP
2220
Essential Partners
California
$56.1K +$37.7K +167 +180%
AF
2221
Alerus Financial
North Dakota
$55.5K – – –
AFG
2222
Albion Financial Group
Utah
$55.3K +$22.5K +100 +64%
HIW
2223
Holos Integrated Wealth
Pennsylvania
$54.8K – – –
PB
2224
Pinnacle Bancorp
Nebraska
$54.4K – – –
C
2225
Covestor
United Kingdom
$53K -$10.4K -46 -16%
87 88
89
90 91