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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
726
Spire Wealth Management
Virginia
$5.77K -$22.5K -292 -78%
CVM
727
Cheviot Value Management
California
$5.66K +$6.17K +80 New
FDW
728
Fourth Dimension Wealth
Ohio
$5.62K -$1K -13 -14%
MSWA
729
Marshall & Sterling Wealth Advisors
New York
$5.48K +$1.62K +21 +38%
T
730
Tidemark
California
$5.41K – – –
TFGT
731
TS Financial Group (TSFG)
Illinois
$5K -$2.23K -29 -32%
AG
732
AmeriFlex Group
Nevada
$4.61K +$4.93K +64 New
HNW
733
High Note Wealth
Minnesota
$4.47K +$385 +5 +9%
ETC
734
Exchange Traded Concepts
Oklahoma
$4.25K -$260K -3,378 -98%
BFS
735
Bare Financial Services
Pennsylvania
$3.89K -$231 -3 -5%
S
736
Sachetta
Massachusetts
$3.89K +$2.47K +32 +145%
API
737
Asset Planning Inc
California
$3.6K – – –
BL
738
BFSG LLC
California
$3.6K – – –
Q1WB
739
Quest 10 Wealth Builders
Virginia
$3.6K – – –
JWM
740
JPL Wealth Management
Colorado
$3.46K +$3.7K +48 New
BIA
741
Bell Investment Advisors
California
$3.39K -$3.08K -40 -46%
PS
742
PayPay Securities
Japan
$3.37K +$3K +39 +488%
MAM
743
Marquette Asset Management
Minnesota
$3.32K +$3.54K +46 New
CAM
744
Creekmur Asset Management
Illinois
$3.24K -$154 -2 -4%
EPAM
745
Evelyn Partners Asset Management
$3.24K +$3.47K +45 New
GIA
746
GHP Investment Advisors
Colorado
$3.17K – – –
BCWM
747
Bartlett & Co Wealth Management
Ohio
$3.1K -$925 -12 -22%
RWS
748
Retirement Wealth Solutions
Wisconsin
$3.1K +$3.31K +43 New
CIA
749
Cape Investment Advisory
Georgia
$2.96K -$11.6K -151 -79%
CHC
750
City Holding Co
West Virginia
$2.88K +$3.08K +40 New
28 29
30
31 32