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Name Holding Trade Value Shares
Change 		Change in
Stake
WBC
2151
West Branch Capital
Massachusetts
$21.3K – – –
IWP
2152
IAG Wealth Partners
Wisconsin
$21.3K +$21.3K +225 New
IW
2153
Imprint Wealth
South Carolina
$21K +$21K +222 New
HFS
2154
Hopwood Financial Services
Virginia
$20.8K – – –
FGA
2155
Fortis Group Advisors
New Jersey
$20.7K – – –
GA
2156
Guerra Advisors
Florida
$20.7K +$20.7K +219 New
NWM
2157
Nova Wealth Management
Florida
$20.3K -$2.08K -22 -9%
CC
2158
Corsicana & Co
Texas
$20.2K +$20.2K +214 New
UBP
2159
Union Bancaire Privee
Switzerland
$20.2K -$238K -2,517 -90%
CFS
2160
Compass Financial Services
Iowa
$19.3K – – –
TCM
2161
TD Capital Management
Tennessee
$19.3K +$95 +1 +0.5%
CCMI
2162
Creative Capital Management Investments
California
$18.9K – – –
GCM
2163
Gables Capital Management
Florida
$18.6K – – –
BBPWM
2164
Blue Bell Private Wealth Management
Pennsylvania
$18.6K +$4.44K +47 +31%
EWP
2165
Elevation Wealth Partners
California
$18.4K +$6.05K +64 +49%
MSFP
2166
Mark Sheptoff Financial Planning
Connecticut
$18.3K – – –
W
2167
WealthCollab
Washington
$17.8K – – –
SWA
2168
SOA Wealth Advisors
New York
$17.8K – – –
IWMWV
2169
Ironwood Wealth Management (West Virginia)
West Virginia
$17.5K – – –
FC
2170
Fairscale Capital
New Hampshire
$17.2K – – –
MBFW
2171
Morton Brown Family Wealth
Pennsylvania
$16.8K -$2.46K -26 -13%
FIM
2172
FWL Investment Management
Texas
$16.8K +$16.8K +178 New
GFWA
2173
Grey Fox Wealth Advisors
Delaware
$16.5K +$16.5K +174 New
KG
2174
Kilter Group
New York
$16.2K +$662 +7 +4%
CIAS
2175
CBIZ Investment Advisory Services
Ohio
$16.2K +$6.24K +66 +63%
85 86
87
88 89