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Name Holding Trade Value Shares
Change 		Change in
Stake
FMP
826
Financial Management Professionals
Texas
$2K +$1.12K +40 +85%
WIA
827
Wetzel Investment Advisors
Indiana
$2K +$1.49K +53 New
PWMG
828
Private Wealth Management Group
New Jersey
$1.98K +$1.93K +69 New
CIA
829
Cape Investment Advisory
Georgia
$1.8K +$589 +21 +50%
RWM
830
Raffa Wealth Management
District of Columbia
$1.69K – – –
NECFA
831
New England Capital Financial Advisors
Connecticut
$1.62K +$28 +1 +2%
NMG
832
New Millennium Group
Utah
$1.52K – – –
AEPWM
833
Atlantic Edge Private Wealth Management
Florida
$1.52K +$1.49K +53 New
FRA
834
Frank Rimerman Advisors
California
$1.52K +$1.49K +53 New
FCT
835
First Community Trust
Iowa
$1.46K – – –
AT
836
Avalon Trust
New Mexico
$1.26K – – –
CFO
837
CVA Family Office
Colorado
$1.15K +$1.12K +40 New
SIC
838
SJS Investment Consulting
Ohio
$1.12K -$448 -16 -29%
TVWM
839
Tower View Wealth Management
Wisconsin
$1K +$1.18K +42 New
FGAM
840
Financial Gravity Asset Management
Texas
$926 +$476 +17 +100%
DF
841
Dunhill Financial
United Kingdom
$900 +$869 +31 New
CA
842
Clearstead Advisors
Ohio
$889 -$10.3K -369 -92%
AFG
843
Albion Financial Group
Utah
$860 – – –
AFWM
844
Abich Financial Wealth Management
Virginia
$774 +$757 +27 New
DPW
845
DiNuzzo Private Wealth
Pennsylvania
$774 +$757 +27 New
HWP
846
Highline Wealth Partners
California
$717 – – –
TWP
847
TFO Wealth Partners
Ohio
$717 – – –
S
848
Sachetta
Massachusetts
$488 +$476 +17 New
TWD
849
True Wealth Design
Ohio
$344 – – –
WA
850
WestEnd Advisors
North Carolina
$229 +$28 +1 +14%
32 33
34
35 36