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Name Holding Trade Value Shares
Change 		Change in
Stake
PS
2301
Pinney & Scofield
Massachusetts
$73K -$7.06K -31 -8%
CBT
2302
Crews Bank & Trust
Florida
$73K – – –
RF
2303
Robinswood Financial
Washington
$72.5K +$15K +66 +22%
CPG
2304
Cornerstone Planning Group
New Jersey
$70.5K -$37.1K -163 -34%
SC
2305
Swan Capital
Florida
$70.3K – – –
CAM
2306
Close Asset Management
United Kingdom
$70K – – –
BIM
2307
Breakwater Investment Management
Washington
$69.9K – – –
BCWM
2308
Ball & Co Wealth Management
Tennessee
$69K – – –
GIM
2309
Gold Investment Management
Alberta, Canada
$68.9K – – –
MCP
2310
Miller Capital Partners
Michigan
$68.7K – – –
HNW
2311
High Note Wealth
Minnesota
$66.5K +$7.97K +35 +12%
KG
2312
Kilter Group
New York
$64.9K +$683 +3 +0.9%
FDW
2313
Fourth Dimension Wealth
Ohio
$64.7K – – –
TCA
2314
Trifecta Capital Advisors
Illinois
$64.7K – – –
AFC
2315
Ares Financial Consulting
California
$63.2K +$41.7K +183 +150%
GJIA
2316
Glass Jacobson Investment Advisors
Maryland
$61.9K – – –
EWM
2317
Evolution Wealth Management
Florida
$60.9K +$3.87K +17 +6%
EP
2318
Essential Partners
California
$60.9K +$64.2K +282 +1,175%
BFS
2319
Burkett Financial Services
South Carolina
$59.9K – – –
OW
2320
Olistico Wealth
Oklahoma
$59.7K – – –
PF
2321
PlanVest Financial
Maryland
$59.7K +$68.3K +300 New
RFG
2322
REAP Financial Group
Texas
$59.5K +$11.4K +50 +20%
AIM
2323
Axiom Investment Management
New York
$59.3K +$67.9K +298 New
JWM
2324
JPL Wealth Management
Colorado
$59.1K +$67.6K +297 New
AWM
2325
Activest Wealth Management
Florida
$57.9K -$911 -4 -1%
91 92
93
94 95