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Name Holding Trade Value Shares
Change 		Change in
Stake
EPW
2901
Evergreen Private Wealth
Colorado
$10.8K +$1.09K +4 +13%
BHWM
2902
Bay Harbor Wealth Management
Maryland
$10.8K +$1.91K +7 +24%
FIM
2903
FWL Investment Management
Texas
$10.3K -$2.73K -10 -23%
CTWM
2904
Cherry Tree Wealth Management
Minnesota
$10.2K – – –
RWM
2905
Raffa Wealth Management
District of Columbia
$10.2K +$4.92K +18 +113%
GA
2906
Guerra Advisors
Florida
$9.93K +$9.02K +33 New
PS
2907
PayPay Securities
Japan
$9.52K +$4.1K +15 +88%
BMC
2908
Bear Mountain Capital
Washington
$9.51K +$547 +2 +7%
LWMI
2909
Legacy Wealth Management (Idaho)
Idaho
$9.33K -$2.73K -10 -24%
CWM
2910
Cranbrook Wealth Management
Michigan
$9.33K – – –
SCA
2911
Stuart Chaussee & Associates
California
$9.32K – – –
GAG
2912
Goodman Advisory Group
Massachusetts
$9.03K +$8.2K +30 New
WW
2913
Winnow Wealth
Texas
$9.03K +$8.2K +30 New
AF
2914
Aviso Financial
Ontario, Canada
$9.02K – – –
WA
2915
Westfuller Advisors
New York
$7.88K +$7.11K +26 New
AIP
2916
Alexis Investment Partners
Texas
$7.82K +$7.11K +26 New
FRA
2917
Front Row Advisors
California
$7.67K – – –
CHC
2918
City Holding Co
West Virginia
$7.52K +$6.83K +25 New
GA
2919
GoalVest Advisory
New York
$7.22K – – –
EAM
2920
Eukles Asset Management
Ohio
$6.92K – – –
HNW
2921
High Note Wealth
Minnesota
$6.92K +$820 +3 +15%
DCM
2922
Davis Capital Management
Florida
$6.92K +$6.29K +23 New
RWS
2923
Retirement Wealth Solutions
Wisconsin
$6.64K +$3.01K +11 +100%
CJ
2924
Caitlin John
Michigan
$6.02K +$5.47K +20 New
APM
2925
Advanced Portfolio Management
New York
$5.72K +$5.19K +19 New
115 116
117
118 119