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Name Holding Trade Value Shares
Change 		Change in
Stake
EPIMS
676
Evelyn Partners Investment Management Services
$11.3K – – –
CB
677
Community Bank
New York
$10.9K – – –
RWM
678
Raffa Wealth Management
District of Columbia
$10.5K – – –
GSWM
679
Golden State Wealth Management
California
$10.4K +$71 +1 +0.7%
OPTFSNA
680
Old Point Trust & Financial Services N A
Virginia
$10.4K – – –
ACA
681
American Capital Advisory
Idaho
$10.3K +$7.42K +105 +292%
NFSG
682
Newbridge Financial Services Group
Florida
$10.2K -$1.98K -28 -17%
KFI
683
Key Financial Inc
Pennsylvania
$9.75K +$7K +99 +283%
AT
684
Arlington Trust
Alabama
$9.09K +$8.83K +125 New
GWS
685
Greykasell Wealth Strategies
California
$8.73K – – –
MCM
686
MV Capital Management
Maryland
$8.66K +$6.43K +91 +325%
PWMG
687
Prestige Wealth Management Group
New Jersey
$8.44K +$1.13K +16 +16%
CFM
688
Cornerstone Financial Management
Massachusetts
$8.22K +$1.91K +27 +31%
IWS
689
Intentional Wealth Strategies
Colorado
$8.07K +$7.84K +111 New
AWM
690
Abound Wealth Management
Tennessee
$7.86K -$3.18K -45 -29%
SHIM
691
Stone House Investment Management
Pennsylvania
$7.71K – – –
AWA
692
Acumen Wealth Advisors
Tennessee
$7.64K +$2.12K +30 +40%
SRCM
693
Signature Resources Capital Management
California
$7.42K – – –
DF
694
DecisionPoint Financial
Arizona
$7.27K – – –
OW
695
Olistico Wealth
Oklahoma
$7.27K – – –
KFG
696
Kingdom Financial Group
Arizona
$7.06K +$6.86K +97 New
LAS
697
Lloyd Advisory Services
Georgia
$7.06K +$6.86K +97 New
B
698
Birchbrook
Maine
$6.76K – – –
RWM
699
Rialto Wealth Management
New York
$6.62K – – –
IAS
700
IMA Advisory Services
Colorado
$6.55K -$353 -5 -5%
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