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Name Holding Trade Value Shares
Change 		Change in
Stake
Q1WB
3126
Quest 10 Wealth Builders
Virginia
$19.3K -$1.25K -12 -7%
DWS
3127
Dynamic Wealth Strategies
California
$19K – – –
FWP
3128
Fiduciary Wealth Partners
Massachusetts
$18.5K +$15.5K +149 New
AWM
3129
Avondale Wealth Management
Texas
$18.1K – – –
PCM
3130
Penserra Capital Management
California
$18K – – –
VWA
3131
Valued Wealth Advisors
Utah
$17.8K -$3.53K -34 -19%
PAG
3132
Paladin Advisory Group
Iowa
$17.4K -$47.7K -459 -77%
ITFISA
3133
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$17.4K +$14.5K +140 New
CFS
3134
Compass Financial Services
Iowa
$17.3K – – –
RTL
3135
Red Tortoise LLC
Georgia
$16.6K -$1.87K -18 -12%
BDPWM
3136
Barnes Dennig Private Wealth Management
Ohio
$16.6K +$10.4K +100 +294%
WAM
3137
WFA Asset Management
Wisconsin
$16.5K – – –
TC
3138
Tacita Capital
Ontario, Canada
$16.5K -$12.9K -124 -48%
GWM
3139
Gitterman Wealth Management
New Jersey
$16.4K +$13.8K +133 New
CFS
3140
CGC Financial Services
Oregon
$15.9K – – –
EWM
3141
Evolution Wealth Management
Florida
$15.8K +$13.2K +127 New
TC
3142
Trust Company
Kansas
$15.7K -$10.4K -100 -44%
ACM
3143
Accent Capital Management
Ohio
$15.6K +$13K +125 New
AIA
3144
Aventus Investment Advisors
Florida
$15.4K +$12.9K +124 New
MAS
3145
MPWM Advisory Solutions
Georgia
$15.2K -$12.5K -120 -49%
SC
3146
Steph & Co
Wisconsin
$15K – – –
CWP
3147
Clark Wealth Partners
Illinois
$14.9K -$10.1K -97 -44%
WCM
3148
WealthTrak Capital Management
Virginia
$14.6K +$4.99K +48 +69%
NRWA
3149
North Ridge Wealth Advisors
Oregon
$14.4K – – –
MAWAG
3150
Mid-American Wealth Advisory Group
Missouri
$14.4K +$12.1K +116 New
124 125
126
127 128