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Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
2751
Basso Capital Management
Connecticut
$93.2K -$128K -1,387 -59%
PP
2752
PFS Partners
New Jersey
$92.4K +$92 +1 +0.1%
TWD
2753
True Wealth Design
Ohio
$91K -$27.1K -295 -24%
AWM
2754
AllSquare Wealth Management
New York
$88.7K – – –
DCBT
2755
Dakota Community Bank & Trust
North Dakota
$88.3K -$1.38K -15 -2%
RAM
2756
Ramirez Asset Management
New York
$86.6K – – –
CIAS
2757
CBIZ Investment Advisory Services
Ohio
$86.1K +$8.46K +92 +11%
APC
2758
Aspire Private Capital
North Carolina
$85.2K -$1.47K -16 -2%
AFS
2759
Annapolis Financial Services
Maryland
$83.9K – – –
MWA
2760
Moser Wealth Advisors
Washington
$83.2K -$7.36K -80 -8%
AA
2761
AlphaMark Advisors
Kentucky
$82K -$14.5K -158 -16%
CWM
2762
CarsonAllaria Wealth Management
Illinois
$80.6K – – –
W
2763
WealthCollab
Washington
$80K – – –
CTWM
2764
Cherry Tree Wealth Management
Minnesota
$78.3K +$92 +1 +0.1%
CAM
2765
Clarity Asset Management
Iowa
$78K +$368 +4 +0.5%
FCG
2766
Financial Connections Group
California
$78K – – –
AS
2767
AM Squared
Hong Kong
$77K +$73.6K +800 New
DF
2768
Dunhill Financial
United Kingdom
$76.5K -$185K -2,011 -72%
DWS
2769
Dynamic Wealth Strategies
California
$76K +$3.77K +41 +5%
FWA
2770
FSC Wealth Advisors
New York
$75.9K +$92 +1 +0.1%
PWMG
2771
Private Wealth Management Group
New Jersey
$74.1K -$1.1K -12 -2%
RBC
2772
Roble Belko & Company
Pennsylvania
$74K +$184 +2 +0.3%
TCG
2773
Transcendent Capital Group
Oklahoma
$72.2K -$64.4K -700 -48%
CH
2774
Canton Hathaway
Rhode Island
$72K – – –
RWM
2775
Reston Wealth Management
Virginia
$71.9K +$68.7K +747 New
109 110
111
112 113