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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1051
CarsonAllaria Wealth Management
Illinois
$5.43K +$5.5K +75 New
CP
1052
Castleview Partners
Texas
$5.14K +$366 +5 +8%
WBC
1053
West Branch Capital
Massachusetts
$5.07K – – –
GI
1054
GS Investments
Minnesota
$5.07K – – –
EFP
1055
EnRich Financial Partners
Wisconsin
$4.78K +$4.83K +66 New
JPWM
1056
Jamison Private Wealth Management
Georgia
$4.7K – – –
CA
1057
Continuum Advisory
Idaho
$4.37K +$4.03K +55 New
RIL
1058
Rothschild Investment LLC
Illinois
$4.34K -$558K -7,612 -99%
SC
1059
SouthState Corp
Florida
$4.34K -$147 -2 -3%
DJSG
1060
D.J. St. Germain
Massachusetts
$4.34K – – –
BIA
1061
Bell Investment Advisors
California
$4.34K +$2.05K +28 +88%
SHIM
1062
Stone House Investment Management
Pennsylvania
$4.13K -$7.91K -108 -65%
CPG
1063
Cornerstone Planning Group
New Jersey
$4.07K +$659 +9 +22%
PWMG
1064
Private Wealth Management Group
New Jersey
$3.62K -$4.4K -60 -55%
CPA
1065
Clear Point Advisors
New York
$3.62K – – –
TIM
1066
Tortoise Investment Management
New York
$3.62K – – –
APC
1067
Aspire Private Capital
North Carolina
$3.55K +$733 +10 +26%
VL
1068
Vima LLC
Michigan
$3.53K +$66.7K +910 +659%
RWM
1069
Raffa Wealth Management
District of Columbia
$3.47K – – –
AIC
1070
Archer Investment Corporation
Indiana
$3.47K +$733 +10 +26%
S
1071
Sachetta
Massachusetts
$3.41K – – –
NRG
1072
Nemes Rush Group
Michigan
$3.4K – – –
FMP
1073
Financial Management Professionals
Texas
$3K -$1.83K -25 -34%
HWP
1074
Highline Wealth Partners
California
$2.89K +$2.56K +35 +700%
AWM
1075
Abound Wealth Management
Tennessee
$2.68K – – –
41 42
43
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