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Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
3001
Valued Wealth Advisors
Utah
$17K +$471 +4 +3%
PSFG
3002
Park Square Financial Group
Georgia
$16.3K -$101K -860 -86%
MLA
3003
MB, Levis & Associates
Pennsylvania
$16.2K -$13K -110 -44%
PAG
3004
Paladin Advisory Group
Iowa
$16K – – –
Q1WB
3005
Quest 10 Wealth Builders
Virginia
$15.5K -$2.36K -20 -13%
RTL
3006
Red Tortoise LLC
Georgia
$15.3K – – –
TC
3007
Tacita Capital
Ontario, Canada
$15.2K – – –
SC
3008
Steph & Co
Wisconsin
$15.1K +$1.3K +11 +9%
CFS
3009
CGC Financial Services
Oregon
$14.7K – – –
SA
3010
Seneschal Advisors
Washington
$14.7K +$15.1K +128 New
TC
3011
Trust Company
Kansas
$14.5K – – –
ACM
3012
Accent Capital Management
Ohio
$14.3K – – –
AIA
3013
Aventus Investment Advisors
Florida
$14.2K – – –
STB
3014
S&T Bank
Pennsylvania
$14.1K -$18.7K -159 -56%
MAS
3015
MPWM Advisory Solutions
Georgia
$14K – – –
NRWA
3016
North Ridge Wealth Advisors
Oregon
$13.3K – – –
PP
3017
Pacifica Partners
Canada
$12.9K -$6.24K -53 -32%
BFS
3018
Burkett Financial Services
South Carolina
$12.8K +$118 +1 +0.9%
SCA
3019
Stuart Chaussee & Associates
California
$12.8K – – –
JFG
3020
JDM Financial Group
Texas
$12.6K – – –
CW
3021
Curio Wealth
Maryland
$12.1K +$5.06K +43 +68%
IA
3022
IFS Advisors
Kansas
$11.7K – – –
EA
3023
Evolution Advisers
Virginia
$11K – – –
CFP
3024
Comprehensive Financial Planning
Pennsylvania
$10.9K – – –
DRP
3025
Decker Retirement Planning
Utah
$10.8K -$12.1K -103 -52%
119 120
121
122 123