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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1601
Curi Wealth Management
North Carolina
$19K +$20.5K +326 New
SWA
1602
Sutton Wealth Advisors
Florida
$18.1K -$817 -13 -4%
BCA
1603
Bray Capital Advisors
Florida
$18K – – –
SC
1604
Solstein Capital
California
$18K +$18.8K +300 New
RF
1605
Robbins Farley
New Hampshire
$17K – – –
EI
1606
Ellevest Inc
New York
$16K -$38K -605 -69%
CWA
1607
Carolina Wealth Advisors
South Carolina
$16K – – –
TLFA
1608
True Link Financial Advisors
California
$16K – – –
PP
1609
PrairieView Partners
Minnesota
$16K +$10.1K +160 +144%
GC
1610
Gould Capital
Washington
$16K +$17K +271 New
HWM
1611
HighMark Wealth Management
Minnesota
$15K – – –
MFT
1612
Moisand Fitzgerald Tamayo
Florida
$15K – – –
SIAP
1613
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$15K +$1.19K +19 +8%
BFG
1614
Baron Financial Group
New Jersey
$14.6K – – –
YAL
1615
Your Advocates Ltd
Texas
$14K – – –
KOCAA
1616
Knights of Columbus Asset Advisors
Connecticut
$14K +$15.1K +241 New
NF
1617
Norwood Financial
Pennsylvania
$14K +$15.1K +241 New
IWP
1618
IAG Wealth Partners
Wisconsin
$13K – – –
BA
1619
Bellwether Advisors
Nebraska
$13K +$6.09K +97 +69%
SIC
1620
SJS Investment Consulting
Ohio
$13K +$13.5K +215 New
BWS
1621
BCR Wealth Strategies
Alabama
$13K +$13.8K +220 New
PFA
1622
Professional Financial Advisors
Nebraska
$12K -$1.32K -21 -9%
AWM
1623
Atticus Wealth Management
Florida
$12K – – –
CIM
1624
Contravisory Investment Management
Massachusetts
$12K – – –
CAM
1625
Costello Asset Management
Pennsylvania
$12K – – –
63 64
65
66 67