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Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
1026
WealthTrak Capital Management
Virginia
$1.83K -$348 -2 -17%
OW
1027
Olistico Wealth
Oklahoma
$1.83K – – –
RP
1028
Raelipskie Partnership
Ontario, Canada
$1.83K – – –
DWM
1029
Dogwood Wealth Management
Kansas
$1.7K +$1.22K +7 +350%
AWM
1030
Abound Wealth Management
Tennessee
$1.65K – – –
CTA
1031
Colonial Trust Advisors
South Carolina
$1.65K – – –
HWP
1032
Highline Wealth Partners
California
$1.48K -$2.96K -17 -68%
SIC
1033
SJS Investment Consulting
Ohio
$1.47K -$870 -5 -38%
DI
1034
DAGCO Inc
Ohio
$1.47K – – –
PWMG
1035
Private Wealth Management Group
New Jersey
$1.47K – – –
WA
1036
Whipplewood Advisors
Colorado
$1.28K -$13.2K -76 -92%
PWA
1037
Principia Wealth Advisory
Texas
$1.28K +$1.04K +6 +600%
QWM
1038
Quaker Wealth Management
New Jersey
$1.28K +$1.22K +7 New
BHWM
1039
Bay Harbor Wealth Management
Maryland
$1.28K +$522 +3 +75%
VWA
1040
Valued Wealth Advisors
Utah
$1.11K – – –
HIA
1041
HFM Investment Advisors
New Jersey
$1.1K +$696 +4 +200%
TIM
1042
Tortoise Investment Management
New York
$1.1K +$1.04K +6 New
ACA
1043
Atlas Capital Advisors
Wyoming
$916 – – –
TSMHT
1044
Thurston Springer Miller Herd & Titak
Indiana
$916 – – –
PWM
1045
Parkworth Wealth Management
California
$916 +$348 +2 +67%
NL
1046
NVWM LLC
Pennsylvania
$916 +$696 +4 +400%
TCM
1047
Traub Capital Management
Massachusetts
$916 +$870 +5 New
BFS
1048
Bare Financial Services
Pennsylvania
$733 – – –
NWM
1049
Nova Wealth Management
Florida
$733 +$696 +4 New
MSWM
1050
Mowery & Schoenfeld Wealth Management
Illinois
$550 – – –
40 41
42
43 44