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Name Holding Trade Value Shares
Change 		Change in
Stake
PP
2851
PFS Partners
New Jersey
$95.3K – – –
FMP
2852
Financial Management Professionals
Texas
$94K +$28.3K +263 +38%
MWA
2853
Moser Wealth Advisors
Washington
$93.8K – – –
DCBT
2854
Dakota Community Bank & Trust
North Dakota
$92.6K -$2.69K -25 -3%
AF
2855
Aviso Financial
Ontario, Canada
$92.6K +$101K +934 New
AWM
2856
AllSquare Wealth Management
New York
$91.5K – – –
MHR
2857
Matthew Hamilton Rosenberg
$90.5K -$37.6K -349 -27%
APC
2858
Aspire Private Capital
North Carolina
$89.6K – – –
RAM
2859
Ramirez Asset Management
New York
$89.4K +$10.8K +100 +13%
MS
2860
Mizuho Securities
Japan
$88.4K -$71K -660 -43%
CFG
2861
CKW Financial Group
Hawaii
$88K – – –
GKIM
2862
GW&K Investment Management
Massachusetts
$88K +$11K +102 +13%
AFS
2863
Annapolis Financial Services
Maryland
$86.6K – – –
CJ
2864
Caitlin John
Michigan
$86.5K +$5.28K +49 +6%
FFA
2865
Frazier Financial Advisors
Ohio
$86.4K -$5.71K -53 -6%
CPG
2866
Cornerstone Planning Group
New Jersey
$84.7K -$108 -1 -0.1%
VWM
2867
Valley Wealth Managers
New Jersey
$84K +$56.1K +521 +160%
CWM
2868
CarsonAllaria Wealth Management
Illinois
$83.1K – – –
W
2869
WealthCollab
Washington
$82.6K – – –
CB
2870
Chris Bulman
California
$81.6K +$88.5K +822 New
CTWM
2871
Cherry Tree Wealth Management
Minnesota
$80.7K -$7.32K -68 -8%
CAM
2872
Clarity Asset Management
Iowa
$80.2K – – –
FCG
2873
Financial Connections Group
California
$80K +$87.3K +811 New
CIAS
2874
CBIZ Investment Advisory Services
Ohio
$79.6K – – –
FWA
2875
FSC Wealth Advisors
New York
$78.2K – – –
113 114
115
116 117