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Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
2351
Carolina Wealth Advisors
South Carolina
$8.51K – – –
WCM
2352
WealthTrak Capital Management
Virginia
$8.19K +$6.28K +63 +420%
EPIMS
2353
Evelyn Partners Investment Management Services
$7.88K – – –
IRAG
2354
Investment Research & Advisory Group
Georgia
$7.76K – – –
RWM
2355
Raffa Wealth Management
District of Columbia
$7.46K -$1.4K -14 -16%
CWM
2356
Copia Wealth Management
Oregon
$7.35K – – –
RL
2357
Rogco LP
Oklahoma
$6.93K -$13.4K -134 -67%
BFS
2358
Bare Financial Services
Pennsylvania
$6.93K +$1.1K +11 +20%
HHGA
2359
Halbert Hargrove Global Advisors
California
$6.72K +$4.19K +42 +191%
CFS
2360
CGC Financial Services
Oregon
$6.41K – – –
SVCP
2361
Silicon Valley Capital Partners
California
$6.33K +$100 +1 +2%
MAS
2362
MPWM Advisory Solutions
Georgia
$6.09K – – –
SWA
2363
SOA Wealth Advisors
New York
$6K +$598K +6,001 New
FCG
2364
Financial Connections Group
California
$6K – – –
KSWA
2365
Kathleen S. Wright Associates
Pennsylvania
$5.57K – – –
CW
2366
Curio Wealth
Maryland
$5.55K +$100 +1 New
TCM
2367
TD Capital Management
Tennessee
$5.18K +$2.99K +30 +158%
CWM
2368
Cranbrook Wealth Management
Michigan
$5.15K +$4.89K +49 New
RBC
2369
Roble Belko & Company
Pennsylvania
$5K – – –
RFA
2370
Reyes Financial Architecture
California
$4.73K – – –
HFS
2371
Horizon Financial Services
North Carolina
$4.65K -$1.5K -15 -25%
VFM
2372
Vision Financial Markets
Connecticut
$4.53K – – –
SIM
2373
Synergy Investment Management
Florida
$4.52K -$1.3K -13 -23%
UIA
2374
Ulland Investment Advisors
Minnesota
$4K – – –
CIAM
2375
Caitong International Asset Management
Hong Kong
$3.89K +$3.69K +37 New
93 94
95
96 97