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Name Holding Trade Value Shares
Change 		Change in
Stake
CFD
1301
Creative Financial Designs
Indiana
$68.4K -$111K -9,665 -63%
PGAM
1302
Princeton Global Asset Management
New Jersey
$67.8K +$57.6K +5,000 +751%
MIM
1303
MTM Investment Management
South Carolina
$66.8K +$519 +45 +0.8%
BWL
1304
Bogart Wealth LLC
Virginia
$66K -$10.4K -905 -14%
CSPIA
1305
Cary Street Partners Investment Advisory
Virginia
$65.4K +$8.94K +776 +17%
OP
1306
ORG Partners
Indiana
$63.2K +$2.83K +246 +5%
MCM
1307
Manchester Capital Management
Vermont
$63K -$588 -51 -1%
LI
1308
LRI Investments
Florida
$62.7K – – –
1L
1309
10Elms LLP
Oklahoma
$62K -$1.5K -130 -2%
HWA
1310
HHM Wealth Advisors
Tennessee
$61.4K +$1.24K +108 +2%
HWM
1311
HighMark Wealth Management
Minnesota
$60.1K -$2.07K -180 -3%
MEG
1312
Millstone Evans Group
Colorado
$60.1K – – –
GFL
1313
Granite FO LLC
New Hampshire
$59.8K – – –
PW
1314
Pandora Wealth
Illinois
$59.8K – – –
CTC
1315
Corundum Trust Company
South Dakota
$59.8K +$57.6K +5,000 New
FC
1316
Financial Consulate
Maryland
$58.9K +$56.7K +4,922 New
TAM
1317
Tucker Asset Management
Colorado
$57.6K +$55.5K +4,817 New
FF
1318
Finley Financial
Nevada
$56.5K – – –
CWP
1319
Concord Wealth Partners
Virginia
$55.9K -$657 -57 -1%
HWM
1320
Hemington Wealth Management
Virginia
$55K +$7.18K +623 +16%
FFO
1321
Fortitude Family Office
Arizona
$54.8K +$2.35K +204 +5%
GSWM
1322
Golden State Wealth Management
California
$52.2K -$5.82K -505 -10%
NRWA
1323
North Ridge Wealth Advisors
Oregon
$50.8K – – –
WA
1324
WPG Advisers
Maryland
$50.8K +$8.46K +734 +21%
CAM
1325
Costello Asset Management
Pennsylvania
$49.4K +$58 +5 +0.1%
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