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Name Holding Trade Value Shares
Change 		Change in
Stake
SIS
1601
Sound Income Strategies
Florida
$42.5K -$6K -24 -14%
CB
1602
CNB Bank
Pennsylvania
$41.7K – – –
BWL
1603
Bogart Wealth LLC
Virginia
$41.7K +$3.5K +14 +11%
DF
1604
DecisionPoint Financial
Arizona
$41.5K +$3.25K +13 +9%
CBT
1605
Central Bank & Trust
Kentucky
$41.1K -$9.01K -36 -20%
FDCP
1606
Foster Dykema Cabot & Partners
Massachusetts
$39.6K -$12.3K -49 -26%
BFPW
1607
BOK Financial Private Wealth
Colorado
$39.6K +$250 +1 +0.7%
CMP
1608
Coston McIsaac & Partners
Maine
$39K +$250 +1 +0.7%
JWA
1609
JFS Wealth Advisors
Pennsylvania
$38.8K +$10.3K +41 +44%
NMM
1610
Naples Money Management
Florida
$38.8K – – –
QC
1611
Quent Capital
New York
$36.4K -$1K -4 -3%
CP
1612
Castleview Partners
Texas
$34.7K +$250 +1 +0.8%
DSC
1613
Duncker Streett & Co
Missouri
$34.4K -$33.5K -134 -53%
BFP
1614
Briaud Financial Planning
Texas
$34K +$29.3K +117 New
VAG
1615
VisionPoint Advisory Group
Texas
$33K +$500 +2 +2%
TWP
1616
TFO Wealth Partners
Ohio
$32.7K – – –
S
1617
Sachetta
Massachusetts
$32.2K – – –
RS
1618
Rakuten Securities
Japan
$32.2K -$1.5K -6 -5%
VNA
1619
Valley National Advisers
Pennsylvania
$32K -$5.5K -22 -16%
CTWM
1620
Cherry Tree Wealth Management
Minnesota
$31.6K – – –
GG
1621
Gleason Group
Kentucky
$31.2K +$250 +1 +0.9%
WAS
1622
Winch Advisory Services
Wisconsin
$30.5K -$5.75K -23 -18%
PWA
1623
Provenance Wealth Advisors
Florida
$29.8K – – –
PWMG
1624
Private Wealth Management Group
New Jersey
$29.6K -$2K -8 -7%
HCM
1625
Highlander Capital Management
New Jersey
$29K -$50K -200 -67%
63 64
65
66 67