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Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
1701
Northwest Capital Management
Oregon
$3.17K – – –
WPA
1702
Wealth Preservation Advisors
Tennessee
$3.17K +$3.37K +13 New
FCG
1703
Financial Connections Group
California
$3K +$14.5K +56 New
IMC
1704
Investment Management Corporation
Virginia
$2.92K -$13.5K -52 -81%
BI
1705
Binnacle Investments
Iowa
$2.92K +$3.11K +12 New
AP
1706
Atwood & Palmer
Missouri
$2.44K – – –
NWMP
1707
Noble Wealth Management PBC
Colorado
$2.44K – – –
WCM
1708
WealthTrak Capital Management
Virginia
$2.44K – – –
CAM
1709
Chesapeake Asset Management
New York
$2.44K +$1.81K +7 +233%
CWP
1710
Concord Wealth Partners
Virginia
$2.19K – – –
LWMI
1711
Legacy Wealth Management (Idaho)
Idaho
$1.95K – – –
WW
1712
Winnow Wealth
Texas
$1.78K +$778 +3 +60%
PS
1713
PayPay Securities
Japan
$1.75K – – –
BHWM
1714
Bay Harbor Wealth Management
Maryland
$1.47K +$1.55K +6 New
CAC
1715
Core Alternative Capital
Georgia
$1.46K -$3.11K -12 -67%
TFM
1716
TFC Financial Management
Massachusetts
$1.46K – – –
MSWA
1717
Marshall & Sterling Wealth Advisors
New York
$1.46K +$1.55K +6 New
CA
1718
Continuum Advisory
Idaho
$1.22K -$1.81K -7 -58%
KWM
1719
Kiker Wealth Management
Georgia
$1.22K +$1.3K +5 New
PWA
1720
Principia Wealth Advisory
Texas
$1.09K – – –
TCA
1721
Trifecta Capital Advisors
Illinois
$976 -$20.7K -80 -95%
NL
1722
NVWM LLC
Pennsylvania
$975 -$259 -1 -20%
PWM
1723
Parkworth Wealth Management
California
$975 -$259 -1 -20%
GA
1724
GoalVest Advisory
New York
$975 +$1.04K +4 New
MSG
1725
Main Street Group
Virginia
$732 – – –
67 68
69
70 71