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Name Holding Trade Value Shares
Change 		Change in
Stake
RA
2501
Resolute Advisors
California
$45K +$3.59K +36 +9%
MFT
2502
Moisand Fitzgerald Tamayo
Florida
$43K -$10.5K -105 -20%
ETC
2503
Exchange Traded Concepts
Oklahoma
$42K -$3.49K -35 -8%
PCC
2504
Park Circle Company
Maryland
$41K – – –
DCM
2505
Disciplina Capital Management
Tennessee
$35.9K +$1.9K +19 +6%
NOI
2506
Newton One Investments
Delaware
$33K – – –
TCWM
2507
Total Clarity Wealth Management
Illinois
$33K +$32.8K +329 New
EWA
2508
Evolution Wealth Advisors
Florida
$31K – – –
RTC
2509
Riverview Trust Company
Washington
$31K – – –
CQS
2510
Credential Qtrade Securities
$30.2K – – –
AFS
2511
Annapolis Financial Services
Maryland
$30K – – –
BCPWM
2512
Bradley & Co Private Wealth Management
Florida
$30K – – –
MWC
2513
MBM Wealth Consultants
Missouri
$30K – – –
RTL
2514
Red Tortoise LLC
Georgia
$30K +$21.3K +214 New
CAL
2515
Capital Advisors Ltd
Ohio
$29K -$11.3K -113 -28%
SFFS
2516
Stonehage Fleming Financial Services
Jersey
$29K – – –
RBC
2517
Roble Belko & Company
Pennsylvania
$28K -$101K -1,009 -78%
CIAS
2518
CBIZ Investment Advisory Services
Ohio
$28K – – –
PCH
2519
PGIM Custom Harvest
New Jersey
$26K – – –
CWM
2520
Cranbrook Wealth Management
Michigan
$26K +$10.1K +101 +64%
CPWM
2521
Cypress Point Wealth Management
Texas
$25K -$22.8K -229 -48%
BA
2522
Bellwether Advisors
Nebraska
$25K +$25.4K +255 New
CWA
2523
Carolina Wealth Advisors
South Carolina
$24K – – –
PFA
2524
Professional Financial Advisors
Nebraska
$24K +$100 +1 +0.4%
CDIA
2525
Capital Directions Investment Advisors
Georgia
$23K -$15K -150 -40%
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