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Name Holding Trade Value Shares
Change 		Change in
Stake
AEPWM
1201
Atlantic Edge Private Wealth Management
Florida
$15.7K – – –
Q1WB
1202
Quest 10 Wealth Builders
Virginia
$15.1K – – –
HPC
1203
HM Payson & Co
Maine
$14.7K – – –
BIA
1204
Bell Investment Advisors
California
$14.6K +$4.96K +33 +40%
PFBT
1205
Parkside Financial Bank & Trust
Missouri
$14.4K – – –
SWP
1206
Strategic Wealth Partners
Ohio
$14.1K – – –
JFG
1207
JDM Financial Group
Texas
$13.8K – – –
VWA
1208
VSM Wealth Advisory
Maryland
$13.8K +$16.5K +110 New
LB
1209
Legacy Bridge
Iowa
$13.4K – – –
CCWM
1210
Cassaday & Co Wealth Management
Virginia
$13.4K +$16.1K +107 New
TCM
1211
TD Capital Management
Tennessee
$13.2K – – –
MIM
1212
MTM Investment Management
South Carolina
$12.8K – – –
TWD
1213
True Wealth Design
Ohio
$12.7K +$1.65K +11 +12%
CFM
1214
Cornerstone Financial Management
Massachusetts
$12.7K +$4.21K +28 +38%
AF
1215
Align Financial
Minnesota
$12.5K -$2.19M -14,558 -99%
BC
1216
Barrett & Company
Rhode Island
$12.5K – – –
BAM
1217
Bellevue Asset Management
Washington
$12.5K – – –
GCM
1218
Gables Capital Management
Florida
$12.5K – – –
MWA
1219
Miller Wealth Advisors
Colorado
$12.5K – – –
MDA
1220
Minot DeBlois Advisors
Massachusetts
$12.5K – – –
NIG
1221
NFJ Investment Group
Texas
$12.5K – – –
BC
1222
Bayforest Capital
United Kingdom
$12.5K +$15K +100 New
FPC
1223
Flax Pond Capital
Massachusetts
$12.5K +$15K +100 New
HNW
1224
High Note Wealth
Minnesota
$12.3K – – –
ITIM
1225
Indiana Trust & Investment Management
Indiana
$11.7K – – –
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