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Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
3001
Orion Capital Management
California
$63.1K -$24.9K -500 -28%
CWC
3002
Carolinas Wealth Consulting
North Carolina
$62.7K -$14.9K -299 -19%
AW
3003
Avion Wealth
Texas
$62K +$948 +19 +2%
SA
3004
Scarborough Advisors
Maryland
$61.9K -$5.24K -105 -8%
APC
3005
Aspire Private Capital
North Carolina
$61.1K -$649 -13 -1%
DF
3006
Dunhill Financial
United Kingdom
$60.7K +$2.99K +60 +5%
HWM
3007
HighMark Wealth Management
Minnesota
$60.1K -$4.69K -94 -7%
WAS
3008
Winch Advisory Services
Wisconsin
$59.8K +$349 +7 +0.6%
DFA
3009
DHJJ Financial Advisors
Illinois
$59.6K – – –
AFS
3010
Annapolis Financial Services
Maryland
$59.5K -$518K -10,389 -90%
RFS
3011
Richardson Financial Services
Massachusetts
$57.9K -$108K -2,165 -65%
VAMG
3012
Voisard Asset Management Group
Michigan
$57K -$25.8K -518 -31%
FWM
3013
FSA Wealth Management
Massachusetts
$55.1K – – –
TCM
3014
Tributary Capital Management
Nebraska
$54.7K +$54.6K +1,095 New
EWP
3015
Elevation Wealth Partners
California
$53.4K – – –
JAM
3016
JCIC Asset Management
Ontario, Canada
$51.9K – – –
CPG
3017
Cornerstone Planning Group
New Jersey
$51.2K -$84.7K -1,697 -61%
BCA
3018
Bray Capital Advisors
Florida
$50.9K – – –
CWM
3019
Cedar Wealth Management
California
$50.3K +$9.83K +197 +24%
CJH
3020
Christopher J. Hasenberg
Wisconsin
$49.9K +$49.9K +1,000 New
EFP
3021
EnRich Financial Partners
Wisconsin
$49.9K +$49.9K +1,000 New
ETS
3022
ESL Trust Services
New York
$49.9K +$49.9K +1,000 New
MFT
3023
Moisand Fitzgerald Tamayo
Florida
$49.6K – – –
MCA
3024
Maryland Capital Advisors
Maryland
$49.1K -$9.38K -188 -16%
T
3025
Tidemark
California
$48.3K +$7.88K +158 +20%
119 120
121
122 123