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Name Holding Trade Value Shares
Change 		Change in
Stake
CTWM
2351
Cherry Tree Wealth Management
Minnesota
$18.6K – – –
RWPA
2352
Richard W. Paul & Associates
Michigan
$18K +$18.3K +172 +1,911%
MSWM
2353
Mowery & Schoenfeld Wealth Management
Illinois
$17.9K +$19.1K +180 New
TFA
2354
Toth Financial Advisory
Virginia
$17.8K – – –
W
2355
WealthCollab
Washington
$17.4K – – –
KA
2356
Kozak & Associates
Colorado
$17.3K +$1.7K +16 +10%
HFS
2357
Hopwood Financial Services
Virginia
$16.9K +$18K +170 New
CMA
2358
Cedar Mountain Advisors
Oregon
$16.8K – – –
PAG
2359
Paladin Advisory Group
Iowa
$16.8K – – –
HIW
2360
Holos Integrated Wealth
Pennsylvania
$15.9K +$17K +160 New
RVM
2361
Robinson Value Management
Texas
$15.2K +$16.2K +153 New
MAM
2362
Morse Asset Management
Connecticut
$14.9K -$796K -7,500 -98%
SFO
2363
Standard Family Office
South Dakota
$14.9K -$21.2K -200 -57%
BWL
2364
Bogart Wealth LLC
Virginia
$14.6K +$1.49K +14 +11%
MFG
2365
Mendota Financial Group
Wisconsin
$14.5K -$2.23K -21 -13%
MCA
2366
Midwest Capital Advisors
Michigan
$14.1K +$15.1K +142 New
BT
2367
Banque Transatlantique
France
$13.5K +$14.5K +137 New
FP
2368
Financial Perspectives
Minnesota
$13.5K +$743 +7 +5%
PWA
2369
Principia Wealth Advisory
Texas
$13.3K +$14.2K +134 New
EWP
2370
Elevation Wealth Partners
California
$12.9K +$5.84K +55 +73%
FFWM
2371
Future Financial Wealth Management
Ohio
$12.6K +$13.5K +127 New
JFG
2372
JDM Financial Group
Texas
$12.5K -$1.27K -12 -9%
LWA
2373
Lowe Wealth Advisors
Maryland
$12.1K +$2.34K +22 +22%
BBPWM
2374
Blue Bell Private Wealth Management
Pennsylvania
$12K +$2.23K +21 +21%
PWA
2375
Provenance Wealth Advisors
Florida
$11.7K – – –
93 94
95
96 97