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Name Holding Trade Value Shares
Change 		Change in
Stake
WA
3351
Whipplewood Advisors
Colorado
$53.3K -$160K -2,353 -75%
PWA
3352
Principia Wealth Advisory
Texas
$51.7K +$38.8K +569 +306%
FLFS
3353
Family Legacy Financial Solutions
North Carolina
$50.7K +$204 +3 +0.4%
MBFW
3354
Morton Brown Family Wealth
Pennsylvania
$48.1K – – –
ICCON
3355
Investment Counsel Company of Nevada
Nevada
$47.9K – – –
CIAS
3356
CBIZ Investment Advisory Services
Ohio
$47.7K -$31.4K -461 -40%
NCM
3357
Northwest Capital Management
Oregon
$45.3K -$254K -3,728 -85%
WPA
3358
Wealth Preservation Advisors
Tennessee
$45K -$273 -4 -0.6%
CFS
3359
Compass Financial Services
Iowa
$44.4K -$4.16K -61 -9%
KG
3360
Kilter Group
New York
$43.9K +$613 +9 +1%
FFA
3361
Frazier Financial Advisors
Ohio
$43.7K -$22.2K -326 -34%
AWM
3362
AllSquare Wealth Management
New York
$43.4K – – –
DPW
3363
DiNuzzo Private Wealth
Pennsylvania
$41.7K – – –
AAG
3364
Accordant Advisory Group
Maryland
$41.1K -$4.7K -69 -10%
CS
3365
CapitalatWork SA
$41K – – –
MCI
3366
MRP Capital Investments
Georgia
$38.2K -$13.6K -200 -27%
JFG
3367
JDM Financial Group
Texas
$38K – – –
Q1WB
3368
Quest 10 Wealth Builders
Virginia
$37.7K +$4.7K +69 +14%
TVWM
3369
Tower View Wealth Management
Wisconsin
$37.7K +$204 +3 +0.5%
HIW
3370
Holos Integrated Wealth
Pennsylvania
$36.3K – – –
NWM
3371
Nova Wealth Management
Florida
$36.3K -$4.63K -68 -11%
CFG
3372
CKW Financial Group
Hawaii
$36K +$136 +2 +0.4%
TLA
3373
Tanglewood Legacy Advisors
Texas
$34.6K – – –
PSFG
3374
Park Square Financial Group
Georgia
$34.5K -$45.2K -663 -57%
AWM
3375
Accredited Wealth Management
Kentucky
$34.2K -$17.4K -255 -51%
133 134
135
136 137