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Name Holding Trade Value Shares
Change 		Change in
Stake
FMP
1101
Financial Management Professionals
Texas
$26.7K -$34.5K -291 -56%
RDFA
1102
Ritter Daniher Financial Advisory
Ohio
$26.4K – – –
IWM
1103
Inlight Wealth Management
Georgia
$26.2K – – –
MHR
1104
Matthew Hamilton Rosenberg
$26.2K +$27.3K +231 New
SC
1105
SouthState Corp
Florida
$25.9K -$15K -127 -36%
BCM
1106
Boreal Capital Management
Florida
$25.5K +$26K +220 New
WTC
1107
WhitTier Trust Company
Nevada
$25.4K – – –
PWA
1108
Provenance Wealth Advisors
Florida
$25.1K – – –
MA
1109
Montag & Associates
Georgia
$24.6K +$474 +4 +2%
LAM
1110
LOM Asset Management
$23K +$23.7K +200 New
ADL
1111
Asset Dedication LLC
California
$22.8K – – –
FDW
1112
Fourth Dimension Wealth
Ohio
$22.7K – – –
NRWA
1113
North Ridge Wealth Advisors
Oregon
$22.7K – – –
AP
1114
Atwood & Palmer
Missouri
$22.6K +$22.4K +189 +1,890%
1M
1115
1248 Management
Missouri
$22.3K – – –
T2I
1116
Turim 21 Investimentos
Brazil
$21.5K – – –
RFS
1117
Richardson Financial Services
Massachusetts
$21.5K -$8.52K -72 -28%
JFA
1118
JNBA Financial Advisors
Minnesota
$21K – – –
MAS
1119
MPWM Advisory Solutions
Georgia
$19.7K +$19.9K +168 +2,800%
CFFP
1120
Center for Financial Planning
Michigan
$19.5K – – –
TIM
1121
Total Investment Management
Arizona
$19.4K +$20.2K +171 New
WCM
1122
Westend Capital Management
California
$18.8K -$11.7M -98,614 -100%
AIC
1123
Archer Investment Corporation
Indiana
$18.8K -$1.66K -14 -8%
LWCFA
1124
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$18.4K – – –
AA
1125
Addison Advisors
Vermont
$18.1K – – –
43 44
45
46 47