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Name Holding Trade Value Shares
Change 		Change in
Stake
TWD
1026
True Wealth Design
Ohio
$2.46K -$3.62K -57 -59%
CWC
1027
Carolinas Wealth Consulting
North Carolina
$2.23K – – –
CFD
1028
Creative Financial Designs
Indiana
$2.17K – – –
EFP
1029
EnRich Financial Partners
Wisconsin
$2.17K – – –
TAM
1030
Tucker Asset Management
Colorado
$2.04K – – –
VNA
1031
Valley National Advisers
Pennsylvania
$2K – – –
GJIA
1032
Glass Jacobson Investment Advisors
Maryland
$1.98K +$2.03K +32 New
PIS
1033
POM Investment Strategies
North Carolina
$1.86K – – –
CAC
1034
Core Alternative Capital
Georgia
$1.74K – – –
HWA
1035
Heritage Wealth Advisors
Virginia
$1.74K +$318 +5 +22%
VWM
1036
Valley Wealth Managers
New Jersey
$1.67K – – –
CWP
1037
Clark Wealth Partners
Illinois
$1.55K +$1.59K +25 New
TCM
1038
TD Capital Management
Tennessee
$1.5K +$1.52K +24 New
CAM
1039
Creekmur Asset Management
Illinois
$1.49K – – –
CF
1040
Conquis Financial
California
$1.43K +$1.46K +23 New
FG
1041
Fairman Group
Pennsylvania
$1.36K – – –
SC
1042
Stance Capital
Massachusetts
$1.36K +$1.4K +22 New
OSNBOA
1043
Old Second National Bank of Aurora
Illinois
$1.3K +$1.33K +21 New
SIS
1044
Sound Income Strategies
Florida
$1.25K – – –
NL
1045
NVWM LLC
Pennsylvania
$1.05K – – –
AW
1046
Avion Wealth
Texas
$1K +$508 +8 +40%
MIFH
1047
Migdal Insurance & Financial Holdings
Israel
$1K +$635 +10 New
RS
1048
Rakuten Securities
Japan
$991 -$6.73K -106 -87%
BFPW
1049
BOK Financial Private Wealth
Colorado
$930 +$953 +15 New
1IA
1050
1620 Investment Advisors
Massachusetts
$790 – – –
40 41
42
43 44