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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1201
Consultiva Wealth Management
Puerto Rico
$5.78K – – –
NA
1202
Networth Advisors
Pennsylvania
$5.69K – – –
SA
1203
Scarborough Advisors
Maryland
$5.69K +$4.74K +121 New
JFG
1204
JDM Financial Group
Texas
$5.64K +$4.7K +120 New
GCM
1205
Gunpowder Capital Management
Maryland
$5.31K – – –
SEP
1206
Signature Equity Partners
Ohio
$5.03K -$313 -8 -7%
SFS
1207
Sunrise Financial Services
Washington
$5.03K – – –
RBC
1208
Roble Belko & Company
Pennsylvania
$5K – – –
GK
1209
Graney & King
New York
$4.98K – – –
ACA
1210
American Capital Advisory
Idaho
$4.79K +$2.86K +73 +252%
QWM
1211
Quaker Wealth Management
New Jersey
$4.7K -$4.86K -124 -55%
BCM
1212
Boreal Capital Management
Florida
$4.7K – – –
HRC
1213
Hoertkorn Richard Charles
$4.7K – – –
RFS
1214
Richardson Financial Services
Massachusetts
$4.7K – – –
TLA
1215
Tanglewood Legacy Advisors
Texas
$4.7K – – –
BH
1216
Burk Holdings
Oklahoma
$4.37K +$3.64K +93 New
MFP
1217
Meramec Financial Planners
Missouri
$4.33K +$39 +1 +1%
RWM
1218
Raffa Wealth Management
District of Columbia
$4.32K – – –
ECA
1219
Elevated Capital Advisors
Utah
$4.28K – – –
JWM
1220
JPL Wealth Management
Colorado
$4.28K +$3.56K +91 New
BW
1221
Basepoint Wealth
Iowa
$4.18K – – –
ANBT
1222
American National Bank & Trust
Texas
$4K -$7.68K -196 -70%
IAS
1223
IMA Advisory Services
Colorado
$4K -$235 -6 -7%
JFA
1224
JNBA Financial Advisors
Minnesota
$3.95K – – –
HI
1225
Hoey Investments
Pennsylvania
$3.9K – – –
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