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Name Holding Trade Value Shares
Change 		Change in
Stake
AW
901
Avion Wealth
Texas
$19K -$1.09K -6 -5%
GKIM
902
GW&K Investment Management
Massachusetts
$18K +$3.28K +18 +24%
MTC
903
Matrix Trust Company
Colorado
$18K +$17.3K +95 New
RA
904
Rise Advisors
New York
$18K – – –
CA
905
CoreCap Advisors
Michigan
$17.5K +$16.6K +91 New
IHWM
906
Iron Horse Wealth Management
Iowa
$17.3K +$8.2K +45 +100%
RP
907
Raelipskie Partnership
Ontario, Canada
$17.3K +$16.4K +90 New
APC
908
Aspire Private Capital
North Carolina
$17.1K – – –
SC
909
Stephens Consulting
Michigan
$16.7K – – –
FFC
910
First Financial Corp
Indiana
$15.9K – – –
JWA
911
JFS Wealth Advisors
Pennsylvania
$15.5K +$364 +2 +3%
SIS
912
Sound Income Strategies
Florida
$15.3K +$1.46K +8 +11%
AAP
913
Arax Advisory Partners
Colorado
$15.1K – – –
TF
914
Tompkins Financial
New York
$14.4K +$13.7K +75 New
VWM
915
Venturi Wealth Management
Texas
$14K – – –
KFI
916
Key Financial Inc
Pennsylvania
$13.6K – – –
MA
917
MCF Advisors
Kentucky
$13.6K – – –
CT
918
Caldwell Trust
Florida
$13.2K +$12.6K +69 New
TFGT
919
TS Financial Group (TSFG)
Illinois
$13K +$3.64K +20 +40%
WAS
920
Winch Advisory Services
Wisconsin
$12.7K – – –
BIA
921
Bell Investment Advisors
California
$12.7K – – –
EWM
922
Evermay Wealth Management
Virginia
$12.5K – – –
PGAM
923
Princeton Global Asset Management
New Jersey
$12.2K – – –
CAL
924
Capital Analysts LLC
Pennsylvania
$12K +$11.5K +63 New
DAM
925
Delta Asset Management
Tennessee
$11.6K – – –
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