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Name Holding Trade Value Shares
Change 		Change in
Stake
MB
601
MidFirst Bank
Oklahoma
$2.99K +$3.68K +159 New
CFO
602
CVA Family Office
Colorado
$2.98K +$3.66K +158 New
CCWM
603
Cassaday & Co Wealth Management
Virginia
$2.97K +$3.45K +149 New
ACM
604
Anfield Capital Management
California
$2.73K -$6.36K -275 -65%
KG
605
Kilter Group
New York
$2.56K +$2.87K +124 +1,033%
BIA
606
Bell Investment Advisors
California
$2.26K -$602 -26 -18%
BA
607
Blueline Advisors
New Hampshire
$2.19K – – –
SIC
608
SJS Investment Consulting
Ohio
$2.03K -$301 -13 -11%
MTI
609
Merrithew & Thorsten Inc
California
$2K +$23 +1 +0.7%
AW
610
Avion Wealth
Texas
$2K +$2.43K +105 +553%
PWA
611
Physician Wealth Advisors
Utah
$2K -$6.48K -280 -73%
DIP
612
DT Investment Partners
Pennsylvania
$2K – – –
SEP
613
Signature Equity Partners
Ohio
$2K +$2.45K +106 New
SWM
614
Spire Wealth Management
Virginia
$1.94K -$1.53K -66 -39%
CFM
615
Cornerstone Financial Management
Massachusetts
$1.92K +$1.23K +53 +108%
CSB
616
City State Bank
Iowa
$1.88K – – –
CCM
617
Chilton Capital Management
Texas
$1.88K +$2.31K +100 New
KCM
618
Key Capital Management
Tennessee
$1.88K +$2.31K +100 New
AWM
619
Abound Wealth Management
Tennessee
$1.83K – – –
SSG
620
Summit Securities Group
New York
$1.71K -$17.1K -741 -89%
DPW
621
DiNuzzo Private Wealth
Pennsylvania
$1.64K -$370 -16 -16%
PTC
622
Private Trust Company
Ohio
$1.58K -$671 -29 -26%
SWM
623
SHP Wealth Management
Massachusetts
$1.54K +$370 +16 +24%
BWL
624
Bogart Wealth LLC
Virginia
$1.47K +$717 +31 +66%
RWM
625
Rialto Wealth Management
New York
$1.43K +$555 +24 +46%
23 24
25
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