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Name Holding Trade Value Shares
Change 		Change in
Stake
MBFW
1051
Morton Brown Family Wealth
Pennsylvania
$2.96K – – –
OPTFSNA
1052
Old Point Trust & Financial Services N A
Virginia
$2.96K – – –
TLA
1053
Tanglewood Legacy Advisors
Texas
$2.96K – – –
HWP
1054
Highline Wealth Partners
California
$2.84K +$901 +30 +45%
CFO
1055
CVA Family Office
Colorado
$2.63K +$991 +33 +59%
HI
1056
Hoey Investments
Pennsylvania
$2.45K – – –
CWM
1057
Cranbrook Wealth Management
Michigan
$2.42K – – –
WAG
1058
Wiser Advisor Group
Arizona
$2.23K +$30 +1 +1%
SAS
1059
Spurstone Advisory Services
Connecticut
$2.16K +$2.19K +73 New
HHGA
1060
Halbert Hargrove Global Advisors
California
$2.01K +$2.04K +68 New
FWM
1061
FLP Wealth Management
Arkansas
$1.93K +$1.95K +65 New
JFA
1062
JNBA Financial Advisors
Minnesota
$1.8K -$1.14K -38 -38%
AF
1063
Atala Financial
California
$1.77K +$1.8K +60 New
PCWA
1064
Pacific Capital Wealth Advisors
California
$1.63K -$691 -23 -29%
MAS
1065
MPWM Advisory Solutions
Georgia
$1.63K +$1.65K +55 New
WPWM
1066
Western Pacific Wealth Management
Illinois
$1.55K – – –
FFL
1067
Financial Freedom LLC
Ohio
$1.53K +$30 +1 +2%
PCFFS
1068
Pacific Center for Financial Services
California
$1.48K – – –
1IA
1069
1620 Investment Advisors
Massachusetts
$1.48K +$1.5K +50 New
RI
1070
Ridgewood Investments
New Jersey
$1.3K – – –
AWM
1071
Abound Wealth Management
Tennessee
$1.18K -$30 -1 -2%
CSPIA
1072
Cary Street Partners Investment Advisory
Virginia
$1.18K -$863K -28,723 -100%
IWP
1073
IAG Wealth Partners
Wisconsin
$1.18K – – –
HWM
1074
HighMark Wealth Management
Minnesota
$1.15K – – –
FNWA
1075
Financial Network Wealth Advisors
Utah
$1.09K -$9.1K -303 -89%
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