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Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
1076
Physician Wealth Advisors
Utah
$11.2K +$1.56K +22 +17%
OC
1077
Oakworth Capital
Alabama
$10.3K – – –
KFI
1078
Key Financial Inc
Pennsylvania
$10.1K – – –
PWMG
1079
Prestige Wealth Management Group
New Jersey
$10.1K – – –
WA
1080
Whipplewood Advisors
Colorado
$10.1K +$4.68K +66 +96%
DF
1081
Dunhill Financial
United Kingdom
$10K -$71 -1 -0.7%
SIS
1082
Sound Income Strategies
Florida
$10K -$6.24K -88 -39%
GC
1083
Garde Capital
Washington
$9.31K – – –
RF
1084
Rossby Financial
Florida
$9.23K +$8.79K +124 New
PPC
1085
Park Place Capital
Alabama
$9.21K – – –
CTC
1086
Cetera Trust Company
Minnesota
$9.01K – – –
TCM
1087
Tradewinds Capital Management
Washington
$8.94K – – –
IHWM
1088
Iron Horse Wealth Management
Iowa
$8.94K -$23K -325 -73%
BWL
1089
Bogart Wealth LLC
Virginia
$8.86K – – –
BSB
1090
Bangor Savings Bank
Maine
$8.41K – – –
HWM
1091
HighMark Wealth Management
Minnesota
$8.31K +$71 +1 +0.9%
TWD
1092
True Wealth Design
Ohio
$8.17K +$4.75K +67 +156%
BCWM
1093
Ball & Co Wealth Management
Tennessee
$8K – – –
POIA
1094
Pin Oak Investment Advisors
Texas
$8K – – –
AWM
1095
Abound Wealth Management
Tennessee
$7.89K -$921 -13 -11%
HWP
1096
Highline Wealth Partners
California
$7.68K +$1.21K +17 +20%
MSWA
1097
Marshall & Sterling Wealth Advisors
New York
$7.67K – – –
HHMI
1098
Howard Hughes Medical Institute
Maryland
$7.67K +$7.3K +103 New
CSB
1099
City State Bank
Iowa
$7.45K – – –
CAM
1100
Creekmur Asset Management
Illinois
$7.45K – – –
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