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Name Holding Trade Value Shares
Change 		Change in
Stake
AW
1501
Avion Wealth
Texas
$33K +$1.15K +5 +4%
PFA
1502
Pathway Financial Advisers
Indiana
$32.7K +$32.3K +140 New
AGWCA
1503
Annis Gardner Whiting Capital Advisors
Florida
$32K -$42K -182 -57%
AG
1504
AmeriFlex Group
Nevada
$29.2K +$14.5K +63 +103%
TFG
1505
Team Financial Group
California
$29.1K +$231 +1 +0.8%
QL
1506
Quarry LP
New York
$29K -$12.4K -54 -31%
FPF
1507
First Pacific Financial
Washington
$28.8K – – –
AWM
1508
Activest Wealth Management
Florida
$28.3K +$692 +3 +3%
WWA
1509
Wealth Watch Advisors
Colorado
$28.3K +$27.7K +120 New
GFWA
1510
Grey Fox Wealth Advisors
Delaware
$27.3K +$26.5K +115 New
HWP
1511
Highline Wealth Partners
California
$27.1K +$461 +2 +2%
GG
1512
Gleason Group
Kentucky
$26.2K +$231 +1 +0.9%
PWMG
1513
Prestige Wealth Management Group
New Jersey
$25.8K – – –
GJIA
1514
Glass Jacobson Investment Advisors
Maryland
$25.2K – – –
CVM
1515
Cheviot Value Management
California
$25K – – –
PWA
1516
Provenance Wealth Advisors
Florida
$24.3K – – –
CTWM
1517
Cherry Tree Wealth Management
Minnesota
$24.1K – – –
SNB
1518
Security National Bank
Nebraska
$23.6K -$17.3K -75 -43%
CMBA
1519
C.M. Bidwell & Associates
Hawaii
$23.6K – – –
FLFS
1520
Family Legacy Financial Solutions
North Carolina
$23.6K – – –
KTC
1521
Kentucky Trust Company
Kentucky
$23.6K – – –
LB
1522
Legacy Bridge
Iowa
$23.6K – – –
PFSC
1523
Peoples Financial Services Corp
Pennsylvania
$23.6K – – –
SA
1524
Scarborough Advisors
Maryland
$23.6K – – –
SWIM
1525
Smallwood Wealth Investment Management
New Jersey
$23.6K – – –
59 60
61
62 63