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Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
3076
Timmons Wealth Management
Massachusetts
$55.9K – – –
WG
3077
Wellington Group
Indiana
$53.1K -$7.23K -23 -11%
KG
3078
Kilter Group
New York
$52.7K +$3.14K +10 +6%
NWM
3079
Nova Wealth Management
Florida
$52.3K +$2.2K +7 +4%
IAS
3080
IMA Advisory Services
Colorado
$51.7K -$943 -3 -2%
AP
3081
Aspect Partners
Virginia
$51.6K -$1.89K -6 -3%
DRP
3082
Decker Retirement Planning
Utah
$51.3K – – –
EWP
3083
Elevation Wealth Partners
California
$50.5K +$1.89K +6 +3%
HIMS
3084
Hager Investment Management Services
New Hampshire
$50.5K – – –
BFG
3085
Brandywine Financial Group
Tennessee
$50.2K – – –
SSG
3086
Summit Securities Group
New York
$48.8K -$438K -1,394 -89%
MBFW
3087
Morton Brown Family Wealth
Pennsylvania
$48.5K – – –
TCM
3088
Tradewinds Capital Management
Washington
$48.2K -$4.71K -15 -8%
JGCM
3089
Joseph Group Capital Management
Ohio
$47.7K +$29.5K +94 +127%
CFM
3090
Cornerstone Financial Management
Massachusetts
$47.1K +$2.83K +9 +6%
AT
3091
Avalon Trust
New Mexico
$46.8K -$129K -409 -71%
WETS
3092
Wealth Enhancement Trust Services
South Dakota
$46K – – –
DPW
3093
DiNuzzo Private Wealth
Pennsylvania
$45.1K – – –
C
3094
Covestor
United Kingdom
$45K -$44K -140 -47%
MSWA
3095
Marshall & Sterling Wealth Advisors
New York
$44.9K +$629 +2 +1%
1M
3096
1248 Management
Missouri
$44.6K – – –
EWM
3097
Evolution Wealth Management
Florida
$43.1K – – –
SFG
3098
Strive Financial Group
Indiana
$43K +$46.8K +149 +4,967%
CWM
3099
Copia Wealth Management
Oregon
$42.8K – – –
FFO
3100
Fortitude Family Office
Arizona
$42.6K -$29.5K -94 -39%
122 123
124
125 126