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Name Holding Trade Value Shares
Change 		Change in
Stake
FDCP
1651
Foster Dykema Cabot & Partners
Massachusetts
$1.21K -$18.7K -333 -93%
WW
1652
Winnow Wealth
Texas
$1.19K +$1.51K +27 New
TCM
1653
Tradewinds Capital Management
Washington
$1.03K – – –
NWMP
1654
Noble Wealth Management PBC
Colorado
$808 +$1.01K +18 New
AFG
1655
Albion Financial Group
Utah
$764 +$954 +17 New
WA
1656
WestEnd Advisors
North Carolina
$763 +$168 +3 +21%
CJ
1657
Caitlin John
Michigan
$673 – – –
TPW
1658
Talon Private Wealth
Florida
$628 – – –
PWA
1659
Principia Wealth Advisory
Texas
$628 +$785 +14 New
RAM
1660
Riggs Asset Management
Pennsylvania
$616 -$7.29K -130 -90%
CSWM
1661
Cassady Schiller Wealth Management
Ohio
$539 -$4.94K -88 -88%
CIM
1662
Contravisory Investment Management
Massachusetts
$539 +$673 +12 New
CAM
1663
Clarity Asset Management
Iowa
$538 – – –
DP
1664
Denver PWM
Colorado
$405 +$505 +9 New
HIMS
1665
Hager Investment Management Services
New Hampshire
$359 +$449 +8 New
NS
1666
NBC Securities
Alabama
$321 -$422K -7,528 -100%
FG
1667
Fairman Group
Pennsylvania
$224 – – –
PWM
1668
Parkworth Wealth Management
California
$224 +$281 +5 New
AWM
1669
Activest Wealth Management
Florida
$180 +$224 +4 New
BFPW
1670
BOK Financial Private Wealth
Colorado
$135 -$5.44K -97 -97%
KIG
1671
Kessler Investment Group
Indiana
$90 – – –
WAG
1672
Wiser Advisor Group
Arizona
$48 -$41.7K -744 -100%
RFG
1673
REAP Financial Group
Texas
$4 – – –
RDFA
1674
Ritter Daniher Financial Advisory
Ohio
$4 – – –
TCIM
1675
TOMS Capital Investment Management
New York
– -$122M -1,940,000 Closed
65 66
67
68 69