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Name Holding Trade Value Shares
Change 		Change in
Stake
RFG
2901
RFP Financial Group
Georgia
$93.1K -$1.03M -21,063 -92%
CMP
2902
Coston McIsaac & Partners
Maine
$93K +$7.52K +154 +9%
MFG
2903
Mendota Financial Group
Wisconsin
$89K – – –
BBPWM
2904
Blue Bell Private Wealth Management
Pennsylvania
$86.4K -$8.11K -166 -9%
BHWM
2905
Bay Harbor Wealth Management
Maryland
$86.1K – – –
EWP
2906
Elevation Wealth Partners
California
$82.1K +$76.7K +1,570 New
CWAF
2907
Core Wealth Advisors (Florida)
Florida
$80.7K – – –
BCA
2908
Bray Capital Advisors
Florida
$77.7K – – –
TCM
2909
TD Capital Management
Tennessee
$76.3K -$7.37K -151 -9%
TFP
2910
Tilia Fiduciary Partners
North Carolina
$75.4K +$195 +4 +0.3%
RWM
2911
Raffa Wealth Management
District of Columbia
$70.2K +$4.83K +99 +8%
KC
2912
Knuff & Co
California
$70.1K +$28.1K +576 +75%
ACM
2913
Antonetti Capital Management
Florida
$68K – – –
CCMI
2914
Creative Capital Management Investments
California
$68K – – –
FRA
2915
Front Row Advisors
California
$67K +$4.93K +101 +9%
GTAM
2916
Global Trust Asset Management
Florida
$66.8K – – –
SIS
2917
Strategic Investment Solutions
Illinois
$65.2K +$60.9K +1,247 New
CUAMC
2918
China Universal Asset Management Company
China
$64.8K +$60.5K +1,239 New
JEST
2919
JTC Employer Solutions Trustee
Jersey
$63K – – –
CCM
2920
Carderock Capital Management
Maryland
$62.7K +$58.6K +1,200 New
FFA
2921
Fairfield Financial Advisors
Massachusetts
$62.6K +$293 +6 +0.5%
KFS
2922
Kelly Financial Services
Massachusetts
$62.3K +$11.1K +228 +24%
AW
2923
Avion Wealth
Texas
$62K +$928 +19 +1%
AIM
2924
Arcadia Investment Management
Michigan
$61.8K +$8.06K +165 +16%
RWM
2925
Ruedi Wealth Management
Illinois
$60.7K -$14.4K -294 -20%
115 116
117
118 119