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Name Holding Trade Value Shares
Change 		Change in
Stake
SAG
3001
Spotlight Asset Group
Illinois
$120K -$10.7K -102 -9%
RA
3002
Rational Advisors
New York
$117K -$49.8K -477 -33%
PP
3003
PFS Partners
New Jersey
$117K +$104 +1 +0.1%
DCBT
3004
Dakota Community Bank & Trust
North Dakota
$117K +$12.6K +121 +14%
RDFA
3005
Ritter Daniher Financial Advisory
Ohio
$116K – – –
MWA
3006
Moser Wealth Advisors
Washington
$116K – – –
PAI
3007
Pittenger & Anderson Inc
Nebraska
$113K -$9.71K -93 -9%
FFA
3008
Frazier Financial Advisors
Ohio
$113K -$1.36K -13 -1%
AWM
3009
AllSquare Wealth Management
New York
$113K -$41.8K -400 -30%
APC
3010
Aspire Private Capital
North Carolina
$110K +$42.9K +411 +84%
CPG
3011
Cornerstone Planning Group
New Jersey
$110K +$7.63K +73 +8%
CFG
3012
CKW Financial Group
Hawaii
$109K – – –
CTWM
3013
Cherry Tree Wealth Management
Minnesota
$108K – – –
AFS
3014
Annapolis Financial Services
Maryland
$107K -$3.97K -38 -4%
PAG
3015
Paladin Advisory Group
Iowa
$106K -$25.5K -244 -22%
AA
3016
AlphaMark Advisors
Kentucky
$104K -$3.45K -33 -4%
OA
3017
Operose Advisors
Wisconsin
$103K -$3.87K -37 -4%
CWM
3018
CarsonAllaria Wealth Management
Illinois
$102K +$73.1K +700 +511%
W
3019
WealthCollab
Washington
$102K +$20.9K +200 +32%
CJ
3020
Caitlin John
Michigan
$101K -$5.43K -52 -6%
PP
3021
Pacifica Partners
Canada
$99.6K – – –
CAM
3022
Clarity Asset Management
Iowa
$98.8K +$209 +2 +0.2%
CIAS
3023
CBIZ Investment Advisory Services
Ohio
$98.1K +$83.8K +802 New
RAM
3024
Ramirez Asset Management
New York
$97.9K – – –
GKIM
3025
GW&K Investment Management
Massachusetts
$97K -$656K -6,284 -89%
119 120
121
122 123