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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2951
CarsonAllaria Wealth Management
Illinois
$39K +$35.5K +622 New
AWM
2952
AllSquare Wealth Management
New York
$37K – – –
SFG
2953
Steward Financial Group
Texas
$36K +$33K +577 New
SFA
2954
Semmax Financial Advisors
North Carolina
$35K – – –
TC
2955
Tacita Capital
Ontario, Canada
$34K – – –
RCM
2956
Regency Capital Management
Hawaii
$34K +$31.1K +544 New
SCA
2957
Sandy Cove Advisors
Massachusetts
$33K +$29.6K +518 New
EA
2958
Evolution Advisers
Virginia
$33K +$30.1K +527 New
MAM
2959
McCarthy Asset Management
California
$31K – – –
UIA
2960
Ulland Investment Advisors
Minnesota
$29K +$25.7K +450 New
EFS
2961
Econ Financial Services
Pennsylvania
$29K +$26.5K +464 New
JWBC
2962
John W. Brooker & Co
California
$25K – – –
PFA
2963
Professional Financial Advisors
Nebraska
$24K – – –
HNWA
2964
Henrickson Nauta Wealth Advisors
Michigan
$24K +$23.9K +418 New
BA
2965
Bellwether Advisors
Nebraska
$22K – – –
CF
2966
Concorde Financial
Texas
$22K +$21K +367 New
CAM
2967
Costello Asset Management
Pennsylvania
$21K +$15K +263 +393%
CMA
2968
Cedar Mountain Advisors
Oregon
$19K – – –
DWMG
2969
DB Wealth Management Group
California
$19K – – –
IFA
2970
Interactive Financial Advisors
Illinois
$19K – – –
IRAG
2971
Investment Research & Advisory Group
Georgia
$19K – – –
JEST
2972
JTC Employer Solutions Trustee
Jersey
$19K – – –
IAG
2973
Investmark Advisory Group
Connecticut
$19K +$17.1K +300 New
OCM
2974
Orion Capital Management
California
$19K +$17.1K +300 New
MG
2975
MilWealth Group
Wisconsin
$18.9K – – –
117 118
119
120 121