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Name Holding Trade Value Shares
Change 		Change in
Stake
GJIA
3701
Glass Jacobson Investment Advisors
Maryland
$58.2K – – –
TWD
3702
True Wealth Design
Ohio
$57.9K +$25.6K +165 +79%
WAG
3703
Wiser Advisor Group
Arizona
$57.2K +$57K +368 New
AAG
3704
Accordant Advisory Group
Maryland
$57.1K – – –
ACA
3705
American Capital Advisory
Idaho
$55.3K +$46.8K +302 +559%
WPA
3706
Wealth Preservation Advisors
Tennessee
$55.1K -$15.5K -100 -22%
MSWA
3707
Marshall & Sterling Wealth Advisors
New York
$53.9K – – –
FFA
3708
Frazier Financial Advisors
Ohio
$52.2K – – –
NWM
3709
Nova Wealth Management
Florida
$51.5K +$2.32K +15 +5%
SVWA
3710
Sarver Vrooman Wealth Advisors
Missouri
$51.4K – – –
NOI
3711
Newton One Investments
Delaware
$51.4K +$619 +4 +1%
GIM
3712
Gold Investment Management
Alberta, Canada
$51.2K – – –
CIR
3713
Clear Investment Research
Georgia
$50.9K +$8.05K +52 +19%
PA
3714
Pineridge Advisors
Missouri
$50.4K – – –
BCPWM
3715
Bradley & Co Private Wealth Management
Florida
$49.7K – – –
TC
3716
Tacita Capital
Ontario, Canada
$49.5K – – –
RWM
3717
Raffa Wealth Management
District of Columbia
$49.5K +$6.81K +44 +16%
TPBG
3718
Turning Point Benefit Group
Maryland
$48.5K +$48.6K +314 New
DF
3719
DecisionPoint Financial
Arizona
$48.4K +$619 +4 +1%
BAM
3720
Byrne Asset Management
New Jersey
$47.8K +$5.88K +38 +14%
VWA
3721
Valued Wealth Advisors
Utah
$47.7K +$6.5K +42 +16%
SRCM
3722
Signature Resources Capital Management
California
$46.9K -$465 -3 -1%
LFASL
3723
Lugano Financial Advisors SA (LFA)
Switzerland
$45.8K -$2.32K -15 -5%
PMIM
3724
Prudent Man Investment Management
Colorado
$44.6K – – –
BDPWM
3725
Barnes Dennig Private Wealth Management
Ohio
$41.6K +$31.3K +202 +306%
147 148
149
150 151