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