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Name Holding Trade Value Shares
Change 		Change in
Stake
W
651
WealthCollab
Washington
$19.8K +$10.3K +146 +116%
RWS
652
Retirement Wealth Solutions
Wisconsin
$19.5K +$6.08K +86 +47%
PWA
653
Physician Wealth Advisors
Utah
$18.8K +$1.2K +17 +7%
CFD
654
Creative Financial Designs
Indiana
$18.6K +$6.5K +92 +56%
ADL
655
Asset Dedication LLC
California
$18.5K -$13.9K -196 -44%
CMP
656
Coston McIsaac & Partners
Maine
$17K – – –
SFCL
657
Strengthening Families & Communities LLC
Massachusetts
$16.8K +$353 +5 +2%
SWA
658
SOA Wealth Advisors
New York
$16.4K – – –
BW
659
Basepoint Wealth
Iowa
$15.3K -$6.15K -87 -29%
PWA
660
Principia Wealth Advisory
Texas
$15.2K +$3.67K +52 +33%
JWM
661
JPL Wealth Management
Colorado
$15.1K +$14.7K +208 New
SWP
662
Strategic Wealth Partners
Ohio
$15.1K – – –
M
663
MOTCO
Texas
$14.5K – – –
WPA
664
Wealth Preservation Advisors
Tennessee
$14.5K – – –
WIM
665
Westside Investment Management
California
$14.4K – – –
MPW
666
MASECO Private Wealth
$14K +$13.6K +193 New
BGC
667
Beutel, Goodman & Co
Ontario, Canada
$14K -$7.07K -100 -33%
HBW
668
Hazlett, Burt & Watson
West Virginia
$14K +$212 +3 +2%
TCM
669
Triumph Capital Management
Colorado
$14K +$6.5K +92 +92%
SMBT
670
Southern Michigan Bank & Trust
Michigan
$13.5K +$13.1K +185 New
ZBNA
671
Zions Bancorporation, National Association
Utah
$12.5K -$2.12K -30 -15%
SEP
672
Signature Equity Partners
Ohio
$12.2K +$212 +3 +2%
MSG
673
Main Street Group
Virginia
$11.9K +$11.6K +164 New
AAG
674
Armstrong Advisory Group
Massachusetts
$11.6K – – –
NSIM
675
North Star Investment Management
Illinois
$11.6K – – –
25 26
27
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