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Name Holding Trade Value Shares
Change 		Change in
Stake
EPIMS
2351
Evelyn Partners Investment Management Services
$7.88K – – –
IRAG
2352
Investment Research & Advisory Group
Georgia
$7.76K – – –
RWM
2353
Raffa Wealth Management
District of Columbia
$7.46K -$1.4K -14 -16%
CWM
2354
Copia Wealth Management
Oregon
$7.35K – – –
RL
2355
Rogco LP
Oklahoma
$6.93K -$13.4K -134 -67%
BFS
2356
Bare Financial Services
Pennsylvania
$6.93K +$1.1K +11 +20%
HHGA
2357
Halbert Hargrove Global Advisors
California
$6.72K +$4.19K +42 +191%
CFS
2358
CGC Financial Services
Oregon
$6.41K – – –
SVCP
2359
Silicon Valley Capital Partners
California
$6.33K +$100 +1 +2%
MAS
2360
MPWM Advisory Solutions
Georgia
$6.09K – – –
SWA
2361
SOA Wealth Advisors
New York
$6K +$598K +6,001 New
FCG
2362
Financial Connections Group
California
$6K – – –
KSWA
2363
Kathleen S. Wright Associates
Pennsylvania
$5.57K – – –
CW
2364
Curio Wealth
Maryland
$5.55K +$100 +1 New
TCM
2365
TD Capital Management
Tennessee
$5.18K +$2.99K +30 +158%
CWM
2366
Cranbrook Wealth Management
Michigan
$5.15K +$4.89K +49 New
RBC
2367
Roble Belko & Company
Pennsylvania
$5K – – –
RFA
2368
Reyes Financial Architecture
California
$4.73K – – –
HFS
2369
Horizon Financial Services
North Carolina
$4.65K -$1.5K -15 -25%
VFM
2370
Vision Financial Markets
Connecticut
$4.53K – – –
SIM
2371
Synergy Investment Management
Florida
$4.52K -$1.3K -13 -23%
UIA
2372
Ulland Investment Advisors
Minnesota
$4K – – –
CIAM
2373
Caitong International Asset Management
Hong Kong
$3.89K +$3.69K +37 New
SC
2374
Solstein Capital
California
$3.68K – – –
HWM
2375
Horizons Wealth Management
North Carolina
$3.47K – – –
93 94
95
96 97