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Name Holding Trade Value Shares
Change 		Change in
Stake
BCPWM
4001
Bradley & Co Private Wealth Management
Florida
$46.9K -$18.5K -47 -29%
Q1WB
4002
Quest 10 Wealth Builders
Virginia
$43.9K -$26.3K -67 -38%
CWP
4003
Clark Wealth Partners
Illinois
$43.9K -$676K -1,720 -93%
DWA
4004
Delos Wealth Advisors
Texas
$43K – – –
KFP
4005
Kerr Financial Planning
California
$42.7K +$46.4K +118 New
HC
4006
Hurley Capital
New York
$41.3K +$40.1K +102 New
BFS
4007
Burkett Financial Services
South Carolina
$40.6K – – –
WA
4008
Whipplewood Advisors
Colorado
$40.5K -$55.4K -141 -59%
SC
4009
Skylands Capital
Wisconsin
$40.5K – – –
WPWM
4010
Western Pacific Wealth Management
Illinois
$40.3K -$39.3K -100 -50%
KPP
4011
Kings Path Partners
Texas
$39.3K – – –
MAM
4012
Marquette Asset Management
Minnesota
$38.1K +$37K +94 New
AI
4013
AXS Investments
New York
$37.7K +$36.6K +93 New
DWA
4014
Dougherty Wealth Advisers
Minnesota
$37.7K +$36.6K +93 New
CAIM
4015
Catherine Avery Investment Management
Florida
$36.5K – – –
LWMI
4016
Legacy Wealth Management (Idaho)
Idaho
$36.1K -$2.75K -7 -7%
LFASL
4017
Lugano Financial Advisors SA (LFA)
Switzerland
$35.3K – – –
TFG
4018
Team Financial Group
California
$35.2K +$3.15K +8 +10%
SVWA
4019
Sarver Vrooman Wealth Advisors
Missouri
$34.4K – – –
IW
4020
Imprint Wealth
South Carolina
$33.6K +$32.6K +83 New
RTL
4021
Red Tortoise LLC
Georgia
$32.6K – – –
SHM
4022
Sagard Holdings Management
Ontario, Canada
$32.4K – – –
NWM
4023
Navigoe Wealth Management
California
$32K +$1.97K +5 +7%
WAS
4024
Winch Advisory Services
Wisconsin
$31.9K +$393 +1 +1%
FS
4025
Financially Speaking
Colorado
$31.2K +$30.3K +77 New
159 160
161
162 163