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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
701
Centerpoint Advisors
Massachusetts
$23K – – –
AUB
702
Atlantic Union Bankshares
Virginia
$22.9K – – –
RWS
703
Retirement Wealth Solutions
Wisconsin
$22.5K +$166 +2 +0.7%
ADL
704
Asset Dedication LLC
California
$22.1K +$913 +11 +4%
M
705
MOTCO
Texas
$22.1K +$5.39K +65 +33%
BFPW
706
BOK Financial Private Wealth
Colorado
$21.9K +$21.8K +263 New
BFS
707
Bare Financial Services
Pennsylvania
$21.9K +$14.5K +175 +199%
PWA
708
Physician Wealth Advisors
Utah
$21.2K -$415 -5 -2%
AWM
709
Aberdeen Wealth Management
Illinois
$20.8K +$20.8K +250 New
EWP
710
Elevation Wealth Partners
California
$20K +$19.9K +240 New
W
711
WealthCollab
Washington
$19.5K -$3.15K -38 -14%
PWA
712
Principia Wealth Advisory
Texas
$19.4K +$1.99K +24 +11%
MPW
713
MASECO Private Wealth
$19.3K +$3.24K +39 +20%
SFCL
714
Strengthening Families & Communities LLC
Massachusetts
$19.3K – – –
CMP
715
Coston McIsaac & Partners
Maine
$19K – – –
CIA
716
Cape Investment Advisory
Georgia
$18.9K +$18.8K +227 New
SWA
717
SOA Wealth Advisors
New York
$18.7K – – –
FB
718
First Bancorp
Maine
$18.7K +$18.7K +225 New
CFM
719
Cornerstone Financial Management
Massachusetts
$17.7K +$8.3K +100 +88%
BW
720
Basepoint Wealth
Iowa
$17.5K – – –
JWM
721
JPL Wealth Management
Colorado
$17.3K – – –
TCM
722
Triumph Capital Management
Colorado
$17.3K +$1.33K +16 +8%
FA
723
Fedenia Advisers
Wisconsin
$17.1K +$17K +205 New
NAMP
724
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$16.7K +$16.6K +200 New
MCI
725
MRP Capital Investments
Georgia
$16.7K +$16.6K +200 New
27 28
29
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