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Name Holding Trade Value Shares
Change 		Change in
Stake
APP
2976
Alpha Paradigm Partners
Illinois
$68K -$159K -1,045 -69%
IHWM
2977
Iron Horse Wealth Management
Iowa
$68K -$77.9K -511 -52%
CPFP
2978
Clear Perspectives Financial Planning
Ohio
$67K -$72.1K -473 -50%
CWM
2979
CarsonAllaria Wealth Management
Illinois
$61K +$25.6K +168 +66%
MCM
2980
Magnolia Capital Management
New York
$57K – – –
TCM
2981
Tradewinds Capital Management
Washington
$57K +$4.58K +30 +8%
BSWA
2982
Bromfield Sneider Wealth Advisors
Massachusetts
$56K – – –
CQS
2983
Credential Qtrade Securities
$55.9K +$1.98K +13 +3%
CAL
2984
Capital Advisors Ltd
Ohio
$55K -$1.83K -12 -3%
HIM
2985
Hillsdale Investment Management
Ontario, Canada
$54K +$32K +210 +127%
WWP
2986
WR Wealth Planners
Missouri
$53.3K +$305 +2 +0.5%
DCM
2987
Disciplina Capital Management
Tennessee
$50.3K +$7.01K +46 +15%
CM
2988
Cornerstone Management
Georgia
$49.4K – – –
CDIA
2989
Capital Directions Investment Advisors
Georgia
$49K -$51.9K -340 Closed
AWMS
2990
Advocacy Wealth Management Services
Georgia
$47K – – –
NOI
2991
Newton One Investments
Delaware
$47K – – –
RAM
2992
Riggs Asset Management
Pennsylvania
$47K – – –
BCPWM
2993
Bradley & Co Private Wealth Management
Florida
$46K – – –
HC
2994
Hoese & Co
Minnesota
$46K – – –
WA
2995
Win Advisors
Florida
$46K +$763 +5 +2%
GA
2996
GoalVest Advisory
New York
$45K -$47.1K -309 -50%
OIS
2997
Okabena Investment Services
Minnesota
$43K -$53.1K -348 -54%
SWM
2998
Stapp Wealth Management
Washington
$42K +$44.8K +294 New
FCG
2999
Financial Connections Group
California
$39K -$44.5K -292 -51%
CWA
3000
Carolina Wealth Advisors
South Carolina
$34K – – –
118 119
120
121 122