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Name Holding Trade Value Shares
Change 		Change in
Stake
CWC
1001
Carolinas Wealth Consulting
North Carolina
$2.34K – – –
CSWM
1002
Cassady Schiller Wealth Management
Ohio
$2.34K – – –
CFD
1003
Creative Financial Designs
Indiana
$2.28K – – –
EFP
1004
EnRich Financial Partners
Wisconsin
$2.28K – – –
GFPC
1005
Global Financial Private Client
Florida
$2.21K +$921 +16 +89%
FCM
1006
Fourpath Capital Management
Oklahoma
$2.21K +$1.96K +34 New
TAM
1007
Tucker Asset Management
Colorado
$2.15K – – –
HGERS
1008
Householder Group Estate & Retirement Specialist
Arizona
$2K – – –
PIS
1009
POM Investment Strategies
North Carolina
$1.95K – – –
CAC
1010
Core Alternative Capital
Georgia
$1.82K – – –
VWM
1011
Valley Wealth Managers
New Jersey
$1.76K +$1.55K +27 New
CAM
1012
Creekmur Asset Management
Illinois
$1.56K – – –
HWA
1013
Heritage Wealth Advisors
Virginia
$1.5K +$1.32K +23 New
FG
1014
Fairman Group
Pennsylvania
$1.43K – – –
LIS
1015
Legacy Investment Solutions
Idaho
$1.36K +$1.27K +22 New
LWMI
1016
Legacy Wealth Management (Idaho)
Idaho
$1.36K +$1.27K +22 New
SIS
1017
Sound Income Strategies
Florida
$1.31K – – –
NL
1018
NVWM LLC
Pennsylvania
$1.11K – – –
CA
1019
Claris Advisors
Missouri
$1.11K +$979 +17 New
AW
1020
Avion Wealth
Texas
$1K -$518 -9 -31%
1IA
1021
1620 Investment Advisors
Massachusetts
$830 +$748 +13 New
JFG
1022
JDM Financial Group
Texas
$781 +$691 +12 New
DFA
1023
DHJJ Financial Advisors
Illinois
$652 – – –
CFS
1024
CGC Financial Services
Oregon
$651 – – –
IRAG
1025
Investment Research & Advisory Group
Georgia
$651 +$576 +10 New
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