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Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
601
CVA Family Office
Colorado
$2.98K +$3.66K +158 New
CCWM
602
Cassaday & Co Wealth Management
Virginia
$2.97K +$3.45K +149 New
ACM
603
Anfield Capital Management
California
$2.73K -$6.36K -275 -65%
KG
604
Kilter Group
New York
$2.56K +$2.87K +124 +1,033%
BIA
605
Bell Investment Advisors
California
$2.26K -$602 -26 -18%
BA
606
Blueline Advisors
New Hampshire
$2.19K – – –
SIC
607
SJS Investment Consulting
Ohio
$2.03K -$301 -13 -11%
MTI
608
Merrithew & Thorsten Inc
California
$2K +$23 +1 +0.7%
AW
609
Avion Wealth
Texas
$2K +$2.43K +105 +553%
PWA
610
Physician Wealth Advisors
Utah
$2K -$6.48K -280 -73%
DIP
611
DT Investment Partners
Pennsylvania
$2K – – –
SEP
612
Signature Equity Partners
Ohio
$2K +$2.45K +106 New
SWM
613
Spire Wealth Management
Virginia
$1.94K -$1.53K -66 -39%
CFM
614
Cornerstone Financial Management
Massachusetts
$1.92K +$1.23K +53 +108%
CSB
615
City State Bank
Iowa
$1.88K – – –
CCM
616
Chilton Capital Management
Texas
$1.88K +$2.31K +100 New
KCM
617
Key Capital Management
Tennessee
$1.88K +$2.31K +100 New
AWM
618
Abound Wealth Management
Tennessee
$1.83K – – –
SSG
619
Summit Securities Group
New York
$1.71K -$17.1K -741 -89%
DPW
620
DiNuzzo Private Wealth
Pennsylvania
$1.64K -$370 -16 -16%
PTC
621
Private Trust Company
Ohio
$1.58K -$671 -29 -26%
SWM
622
SHP Wealth Management
Massachusetts
$1.54K +$370 +16 +24%
BWL
623
Bogart Wealth LLC
Virginia
$1.47K +$717 +31 +66%
RWM
624
Rialto Wealth Management
New York
$1.43K +$555 +24 +46%
TCM
625
TD Capital Management
Tennessee
$1.4K – – –
23 24
25
26 27