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Name Holding Trade Value Shares
Change 		Change in
Stake
SFA
2801
Semmax Financial Advisors
North Carolina
$66K +$114 +1 +0.2%
MW
2802
Milestone Wealth
New York
$65K +$63.3K +557 New
JMF
2803
Johnson Midwest Financial
Iowa
$64K +$341 +3 +0.6%
DWA
2804
Delos Wealth Advisors
Texas
$63K +$56.8K +500 +1,389%
RWM
2805
Raffa Wealth Management
District of Columbia
$62.4K +$227 +2 +0.4%
RAM
2806
Riggs Asset Management
Pennsylvania
$62K – – –
LFA
2807
Level Financial Advisors
New York
$62K +$60.2K +530 New
HC
2808
Hoese & Co
Minnesota
$61K +$2.04K +18 +4%
FPFS
2809
First Personal Financial Services
North Carolina
$60K +$114 +1 +0.2%
CSWM
2810
Cassady Schiller Wealth Management
Ohio
$60K +$58K +511 New
CWAF
2811
Core Wealth Advisors (Florida)
Florida
$59K +$56.8K +500 New
SIC
2812
SJS Investment Consulting
Ohio
$58K +$55.8K +491 New
VC
2813
Vestor Capital
Illinois
$57K – – –
RA
2814
Rise Advisors
New York
$53.5K +$51.8K +456 New
AFS
2815
Annapolis Financial Services
Maryland
$53K +$18.5K +163 +56%
NL
2816
NVWM LLC
Pennsylvania
$53K +$29.5K +260 +141%
CI
2817
Carroll Investors
South Carolina
$50K +$50.5K +445 New
FCG
2818
Financial Connections Group
California
$49K +$47.4K +417 New
MFT
2819
Moisand Fitzgerald Tamayo
Florida
$47K -$2.04K -18 -4%
PCC
2820
Park Circle Company
Maryland
$47K – – –
MCM
2821
Magnolia Capital Management
New York
$47K +$45.4K +400 New
CWM
2822
CarsonAllaria Wealth Management
Illinois
$43K +$41.5K +365 New
CAL
2823
Capital Advisors Ltd
Ohio
$42K +$8.18K +72 +25%
RBC
2824
Roble Belko & Company
Pennsylvania
$41K +$8.41K +74 +27%
OIS
2825
Okabena Investment Services
Minnesota
$41K +$39.5K +348 New
111 112
113
114 115