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Name Holding Trade Value Shares
Change 		Change in
Stake
RA
1001
Rise Advisors
New York
$21.6K -$20.6K -631 -50%
GWM
1002
Graybill Wealth Management
Illinois
$21.5K +$20.8K +636 New
RF
1003
Rossby Financial
Florida
$20.6K +$23K +704 New
FUBT
1004
First United Bank & Trust
Maryland
$20.3K – – –
CFS
1005
Compass Financial Services
Iowa
$20.2K +$261 +8 +1%
AT
1006
Arlington Trust
Alabama
$20.1K – – –
HIA
1007
Harbor Investment Advisory
Maryland
$19.9K – – –
UIA
1008
Ulland Investment Advisors
Minnesota
$19K – – –
PFBT
1009
Parkside Financial Bank & Trust
Missouri
$18.9K +$8.36K +256 +84%
HWP
1010
Highline Wealth Partners
California
$18.8K +$15K +460 +479%
BHWM
1011
Beaird Harris Wealth Management
Texas
$18.1K – – –
HC
1012
Hara Capital
Washington
$17.2K – – –
W
1013
WealthCollab
Washington
$17.1K – – –
AEPWM
1014
Atlantic Edge Private Wealth Management
Florida
$16.9K – – –
CB
1015
Community Bank
New York
$16.9K – – –
LWA
1016
Lowe Wealth Advisors
Maryland
$16.9K – – –
PP
1017
PFS Partners
New Jersey
$16.9K – – –
SWC
1018
Spectrum Wealth Counsel
Indiana
$16.9K – – –
PW
1019
Pandora Wealth
Illinois
$16.9K +$16.3K +500 New
DFA
1020
DHJJ Financial Advisors
Illinois
$16.3K – – –
MCM
1021
Manchester Capital Management
Vermont
$15.6K +$15.1K +462 New
KIM
1022
Kestra Investment Management
Texas
$15.6K -$457 -14 -3%
SFCL
1023
Strengthening Families & Communities LLC
Massachusetts
$14.8K +$13.4K +411 New
FDW
1024
Fourth Dimension Wealth
Ohio
$14.5K – – –
NC
1025
NewSquare Capital
Pennsylvania
$14.5K +$7.31K +224 +109%
39 40
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