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Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
526
HighMark Wealth Management
Minnesota
$2K +$1.72K +7 New
TCM
527
Traub Capital Management
Massachusetts
$1.68K +$1.47K +6 New
MA
528
Montag & Associates
Georgia
$1.53K +$245 +1 +25%
RFS
529
Richardson Financial Services
Massachusetts
$1.43K -$736 -3 -38%
AFG
530
Albion Financial Group
Utah
$1.43K – – –
PTC
531
Private Trust Company
Ohio
$1.43K +$245 +1 +25%
CIAS
532
CBIZ Investment Advisory Services
Ohio
$1.43K +$1.23K +5 New
SC
533
SouthState Corp
Florida
$1.14K -$25K -102 -96%
QWM
534
Quaker Wealth Management
New Jersey
$1.14K +$981 +4 New
AF
535
Advisornet Financial
Minnesota
$1.14K +$981 +4 New
CI
536
CX Institutional
Indiana
$1K +$491 +2 New
NWM
537
Nova Wealth Management
Florida
$906 -$2.45K -10 -77%
TPWA
538
Twin Peaks Wealth Advisors
California
$865 +$736 +3 New
ACA
539
American Capital Advisory
Idaho
$858 +$245 +1 +50%
PWA
540
Principia Wealth Advisory
Texas
$857 +$245 +1 +50%
RF
541
Rossby Financial
Florida
$857 +$736 +3 New
BLC
542
Brown, Lisle/Cummings
Rhode Island
$826 +$245 +1 +50%
BWL
543
Bogart Wealth LLC
Virginia
$572 – – –
BGAI
544
Bruce G. Allen Investments
Colorado
$572 – – –
FCAS
545
First Command Advisory Services
Texas
$572 – – –
SS
546
SBI Securities
Japan
$572 – – –
MCM
547
Manchester Capital Management
Vermont
$572 +$491 +2 New
AWM
548
Activest Wealth Management
Florida
$293 +$245 +1 New
LFG
549
Larson Financial Group
Missouri
$286 -$245 -1 -50%
DWM
550
Dogwood Wealth Management
Kansas
$285 +$245 +1 New
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