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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
3201
CarsonAllaria Wealth Management
Illinois
$76K +$349 +2 +0.5%
MCM
3202
Magnolia Capital Management
New York
$72K – – –
PFG
3203
Piershale Financial Group
Illinois
$71.8K +$69.8K +400 New
BSWA
3204
Bromfield Sneider Wealth Advisors
Massachusetts
$70K – – –
HIM
3205
Hillsdale Investment Management
Ontario, Canada
$67.3K – – –
WWP
3206
WR Wealth Planners
Missouri
$67K +$349 +2 +0.5%
MUMSS
3207
Mitsubishi UFJ Morgan Stanley Securities
Japan
$66K -$40.1K -230 -38%
DCM
3208
Disciplina Capital Management
Tennessee
$63.3K +$524 +3 +0.9%
WA
3209
Win Advisors
Florida
$63K +$5.24K +30 +9%
CM
3210
Cornerstone Management
Georgia
$61.7K – – –
KHC
3211
Koesten Hirschmann & Crabtree
Kansas
$61K +$59.3K +340 New
CDIA
3212
Capital Directions Investment Advisors
Georgia
$60.7K +$59K +338 New
RAM
3213
Riggs Asset Management
Pennsylvania
$58.7K – – –
NOI
3214
Newton One Investments
Delaware
$58.3K – – –
HC
3215
Hoese & Co
Minnesota
$58K – – –
BCPWM
3216
Bradley & Co Private Wealth Management
Florida
$57.4K – – –
YDMI
3217
Y.D. More Investments
Israel
$56K +$54.8K +314 New
GA
3218
GoalVest Advisory
New York
$55.8K – – –
DF
3219
DecisionPoint Financial
Arizona
$54.6K +$53K +304 New
OIS
3220
Okabena Investment Services
Minnesota
$53.8K – – –
OCM
3221
Orion Capital Management
California
$53K +$12.7K +73 +33%
CQS
3222
Credential Qtrade Securities
$51.5K -$17.8K -102 -26%
FCG
3223
Financial Connections Group
California
$49K – – –
GWSA
3224
Global Wealth Strategies & Associates
Colorado
$45.9K +$44.7K +256 New
CWA
3225
Carolina Wealth Advisors
South Carolina
$45K +$2.44K +14 +6%
127 128
129
130 131