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Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
2626
Raffa Wealth Management
District of Columbia
$73.2K +$5.39K +96 +8%
CPFP
2627
Clear Perspectives Financial Planning
Ohio
$73K – – –
FRA
2628
Front Row Advisors
California
$72K – – –
CWAF
2629
Core Wealth Advisors (Florida)
Florida
$71K – – –
AW
2630
Avion Wealth
Texas
$71K +$14.1K +251 +24%
IPW
2631
IronBridge Private Wealth
Texas
$70K -$60.7K -1,081 -46%
PMAM
2632
Penn Mutual Asset Management
Pennsylvania
$68K – – –
RVM
2633
Robinson Value Management
Texas
$64K +$66.3K +1,181 New
EC
2634
Estate Counselors
Wisconsin
$63K – – –
RA
2635
Resolute Advisors
California
$63K +$112 +2 +0.2%
HF
2636
Halpern Financial
Virginia
$62K -$11.2K -200 -15%
SFO
2637
Standard Family Office
South Dakota
$62K -$911K -16,233 -93%
WIM
2638
Westside Investment Management
California
$61.5K -$59.6K -1,063 -5%
RFWA
2639
RPg Family Wealth Advisory
Massachusetts
$61.3K +$63.2K +1,127 New
KFS
2640
Kelly Financial Services
Massachusetts
$59.7K – – –
CCA
2641
Column Capital Advisors
Indiana
$59K -$112 -2 -0.2%
GTAM
2642
Global Trust Asset Management
Florida
$59K – – –
LPWM
2643
Lake Point Wealth Management
Texas
$59K +$22.7K +405 +60%
JAM
2644
JCIC Asset Management
Ontario, Canada
$57K – – –
FGAM
2645
Financial Gravity Asset Management
Texas
$54K -$1.12K -20 -7%
TVWM
2646
Tower View Wealth Management
Wisconsin
$54K +$56.1K +1,000 New
CPWM
2647
Cypress Point Wealth Management
Texas
$51K +$617 +11 +1%
HL
2648
Harding Loevner
New Jersey
$49K -$60.7K -1,081 -54%
DI
2649
Disciplined Investments
Oklahoma
$49K – – –
HWM
2650
HighMark Wealth Management
Minnesota
$48K -$505 -9 -1%
104 105
106
107 108