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Name Holding Trade Value Shares
Change 		Change in
Stake
TSWM
1851
Tyler-Stone Wealth Management
Ohio
$58K +$103 +1 +0.2%
TF
1852
TimeScale Financial
Massachusetts
$58K +$309 +3 +0.5%
Q
1853
QVR
California
$57K +$65.3K +634 New
FCT
1854
First Community Trust
Iowa
$56K -$2.58K -25 -4%
PO
1855
Private Ocean
California
$56K – – –
PWMG
1856
Prestige Wealth Management Group
New Jersey
$55K +$4.22K +41 +7%
SIS
1857
Sound Income Strategies
Florida
$55K +$6.7K +65 +12%
MWA
1858
Miller Wealth Advisors
Colorado
$54K +$206 +2 +0.3%
AP
1859
Atwood & Palmer
Missouri
$52K -$1.54K -15 -3%
LS
1860
Leelyn Smith
Illinois
$50K – – –
IBOK
1861
Independence Bank of Kentucky
Kentucky
$48K +$14.4K +140 +35%
UWM
1862
Urban Wealth Management
California
$48K +$55.4K +538 New
FWM
1863
Focused Wealth Management
New York
$47K – – –
FPFS
1864
First Personal Financial Services
North Carolina
$46K -$30.1K -292 -36%
GIA
1865
GHP Investment Advisors
Colorado
$46K – – –
PP
1866
PFS Partners
New Jersey
$45.8K +$103 +1 +0.2%
FCMT
1867
Founders Capital Management (Texas)
Texas
$45K +$51.5K +500 New
WB
1868
West Bancorporation
Iowa
$45K +$51.5K +500 New
RIM
1869
Rockbridge Investment Management
New York
$44.2K -$6.9K -67 -12%
ACM
1870
Antonetti Capital Management
Florida
$44K – – –
M1FG
1871
Mach-1 Financial Group
Arkansas
$44K +$412 +4 +0.8%
TFA
1872
Toth Financial Advisory
Virginia
$44K +$2.99K +29 +6%
UCB
1873
United Community Bank
South Carolina
$43.8K -$5.15K -50 -9%
VCM
1874
Versant Capital Management
Arizona
$43K +$11.4K +111 +30%
CMP
1875
Coston McIsaac & Partners
Maine
$43K +$49.5K +480 New
73 74
75
76 77