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Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
701
Highlander Capital Management
New Jersey
$9K – – –
TFO
702
Tarbox Family Office
California
$9K – – –
ADIM
703
Alpha DNA Investment Management
Maryland
$9K +$8.56K +242 +1,424%
APC
704
Aspire Private Capital
North Carolina
$9K +$8.7K +246 New
SIS
705
Sound Income Strategies
Florida
$8.46K +$7.89K +223 +11,150%
PMFA
706
Plante Moran Financial Advisors
Michigan
$8K -$7.07K -200 -50%
GLLW
707
Graves Light Lenhart Wealth
Virginia
$8K – – –
AWM
708
Accel Wealth Management
Iowa
$8K +$35 +1 +0.5%
LF
709
Lee Financial
Texas
$8K +$7.07K +200 New
TCWM
710
Total Clarity Wealth Management
Illinois
$8K +$7.07K +200 New
MWP
711
Meridian Wealth Partners
Pennsylvania
$8K +$7.57K +214 New
ACM
712
Allred Capital Management
Texas
$7.52K +$7.07K +200 New
EI
713
Ellevest Inc
New York
$7K -$39.4K -1,114 -86%
FRA
714
Front Row Advisors
California
$7K – – –
CWP
715
Concord Wealth Partners
Virginia
$7K +$2.09K +59 +52%
SWA
716
Sutton Wealth Advisors
Florida
$6.62K +$1.17K +33 +23%
MF
717
Manchester Financial
California
$6K – – –
CWA
718
Clearview Wealth Advisors
Oregon
$6K +$71 +2 +1%
WWMSC
719
Wagner Wealth Management (South Carolina)
South Carolina
$6K +$5.3K +150 New
AIM
720
Anchor Investment Management
South Carolina
$5.64K – – –
EWA
721
Evolution Wealth Advisors
Florida
$5K – – –
WP
722
WealthShield Partners
North Carolina
$5K +$4.42K +125 New
ASBI
723
American State Bank (Iowa)
Iowa
$4.93K – – –
CIR
724
Clear Investment Research
Georgia
$4K – – –
CCA
725
Column Capital Advisors
Indiana
$4K – – –
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