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Corning
GLW

Name Holding Trade Value Shares
Change 		Change in
Stake
NEWAS
2526
N.E.W. Advisory Services
Wisconsin
$75.7K +$44.8K +246 +492%
RWM
2527
RMG Wealth Management
Wisconsin
$75.3K – – –
FGC
2528
Financial Gravity Companies
Texas
$75.1K +$53.5K +294 New
FCT
2529
First Community Trust
Iowa
$71.5K +$50.9K +280 New
RDFA
2530
Ritter Daniher Financial Advisory
Ohio
$70.2K – – –
MSFP
2531
Mark Sheptoff Financial Planning
Connecticut
$70.2K – – –
CPG
2532
Cornerstone Planning Group
New Jersey
$69.2K +$2.37K +13 +3%
JGCM
2533
Joseph Group Capital Management
Ohio
$68.2K -$2.37K -13 -5%
C
2534
Covestor
United Kingdom
$67K -$112K -614 -70%
LWM
2535
Lodestone Wealth Management
Washington
$66.7K – – –
WCA
2536
Waratah Capital Advisors
Ontario, Canada
$65.6K -$8.82M -48,456 -99%
KAS
2537
Kemnay Advisory Services
New York
$65.4K +$1.46K +8 +3%
PWMG
2538
Prestige Wealth Management Group
New Jersey
$64.9K +$2.37K +13 +5%
SFCL
2539
Strengthening Families & Communities LLC
Massachusetts
$64.6K +$546 +3 +1%
CJ
2540
Caitlin John
Michigan
$63.9K +$45.5K +250 New
SFG
2541
Strive Financial Group
Indiana
$63.6K +$2.73K +15 +6%
OPTFSNA
2542
Old Point Trust & Financial Services N A
Virginia
$60.5K – – –
PIS
2543
POM Investment Strategies
North Carolina
$59.5K – – –
SFS
2544
Sunrise Financial Services
Washington
$59.5K – – –
BAM
2545
Bellevue Asset Management
Washington
$59.2K – – –
JWM
2546
JPL Wealth Management
Colorado
$58.2K +$546 +3 +1%
WAU
2547
Wellington-Altus USA
Manitoba, Canada
$58.1K +$19.1K +105 +33%
AWM
2548
Aberdeen Wealth Management
Illinois
$57.5K +$40.9K +225 New
W
2549
WealthCollab
Washington
$56.7K +$4K +22 +11%
CFFP
2550
Center for Financial Planning
Michigan
$56.2K -$25.5K -140 -39%
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