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Name Holding Trade Value Shares
Change 		Change in
Stake
NEWAS
1076
N.E.W. Advisory Services
Wisconsin
$12.3K – – –
AEPWM
1077
Atlantic Edge Private Wealth Management
Florida
$12K – – –
Q1WB
1078
Quest 10 Wealth Builders
Virginia
$11.5K – – –
SWP
1079
Strategic Wealth Partners
Ohio
$10.8K – – –
SCM
1080
Sterling Capital Management
North Carolina
$10.7K -$62.6K -500 -82%
PFBT
1081
Parkside Financial Bank & Trust
Missouri
$10.6K -$626 -5 -4%
JFG
1082
JDM Financial Group
Texas
$10.6K – – –
VWA
1083
VSM Wealth Advisory
Maryland
$10.6K – – –
SFCL
1084
Strengthening Families & Communities LLC
Massachusetts
$10.2K +$1.75K +14 +15%
TCM
1085
TD Capital Management
Tennessee
$10.1K – – –
VIS
1086
Vega Investment Solutions
France
$10.1K +$1.63K +13 +14%
BH
1087
Burk Holdings
Oklahoma
$9.98K +$13K +104 New
QWM
1088
Quaker Wealth Management
New Jersey
$9.89K +$12.9K +103 New
MIM
1089
MTM Investment Management
South Carolina
$9.79K – – –
AIM
1090
Anchor Investment Management
South Carolina
$9.6K -$55.7K -445 -82%
CFD
1091
Creative Financial Designs
Indiana
$9.6K -$13.9K -111 -53%
CCWM
1092
Cassaday & Co Wealth Management
Virginia
$9.6K -$877 -7 -7%
LB
1093
Legacy Bridge
Iowa
$9.6K -$877 -7 -7%
BC
1094
Barrett & Company
Rhode Island
$9.6K – – –
BAM
1095
Bellevue Asset Management
Washington
$9.6K – – –
GCM
1096
Gables Capital Management
Florida
$9.6K – – –
MWA
1097
Miller Wealth Advisors
Colorado
$9.6K – – –
MS
1098
Monetary Solutions
Ohio
$9.6K +$12.5K +100 New
JWM
1099
JPL Wealth Management
Colorado
$9.5K +$3.38K +27 +38%
AIA
1100
Aventus Investment Advisors
Florida
$9.5K -$236K -1,882 -95%
42 43
44
45 46