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DOCU

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Name Holding Trade Value Shares
Change
Change in
Stake
MCM
726
MV Capital Management
Maryland
$1.95K +$243 +3 +14%
AIM
727
Anchor Investment Management
South Carolina
$1.95K – – –
CPG
728
Cornerstone Planning Group
New Jersey
$1.85K -$81 -1 -4%
S
729
Sachetta
Massachusetts
$1.71K – – –
CB
730
CNB Bank
Pennsylvania
$1.64K – – –
GWSA
731
Global Wealth Strategies & Associates
Colorado
$1.56K – – –
RWM
732
Raffa Wealth Management
District of Columbia
$1.56K – – –
FLFS
733
Family Legacy Financial Solutions
North Carolina
$1.56K +$1.62K +20 New
CH
734
Cromwell Holdings
Wyoming
$1.48K +$566 +7 +58%
FFO
735
Fortitude Family Office
Arizona
$1.48K +$1.54K +19 New
KG
736
Kilter Group
New York
$1.4K +$1.46K +18 New
SC
737
Solstein Capital
California
$1.4K – – –
HIW
738
Holos Integrated Wealth
Pennsylvania
$1.25K – – –
NEWAS
739
N.E.W. Advisory Services
Wisconsin
$1.17K – – –
VWA
740
Valued Wealth Advisors
Utah
$1.01K – – –
PWA
741
Principia Wealth Advisory
Texas
$1.01K +$243 +3 +30%
NS
742
NBC Securities
Alabama
$1K -$4.04K -50 -76%
WCM
743
Winthrop Capital Management
Indiana
$1K – – –
CI
744
CX Institutional
Indiana
$1K +$809 +10 New
FNWA
745
Financial Network Wealth Advisors
Utah
$935 – – –
DPW
746
DiNuzzo Private Wealth
Pennsylvania
$935 +$404 +5 +71%
SIC
747
SJS Investment Consulting
Ohio
$858 -$162 -2 -15%
OWP
748
ORG Wealth Partners
Texas
$850 – – –
BCMLT
749
Beacon Capital Management LLC (Tennessee)
Tennessee
$779 -$1.21K -15 -60%
MLA
750
MB, Levis & Associates
Pennsylvania
$779 – – –