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Name Holding Trade Value Shares
Change 		Change in
Stake
FP
2851
Financial Perspectives
Minnesota
$87.9K -$24.1K -402 -22%
BHWM
2852
Beaird Harris Wealth Management
Texas
$85.6K +$44.5K +740 +112%
FSWA
2853
Financial Synergies Wealth Advisors
Texas
$84.7K +$31.3K +521 +60%
CJL
2854
Cyrus J. Lawrence
New York
$84K +$83K +1,381 New
GWSA
2855
Global Wealth Strategies & Associates
Colorado
$83.6K – – –
CAM
2856
Clarity Asset Management
Iowa
$78.9K -$661 -11 -0.8%
HF
2857
Halpern Financial
Virginia
$77.8K – – –
AEPWM
2858
Atlantic Edge Private Wealth Management
Florida
$77.7K – – –
SCA
2859
Stuart Chaussee & Associates
California
$77.7K -$44.2K -735 -37%
FG
2860
Fairman Group
Pennsylvania
$77.5K -$11.2K -186 -13%
GWMI
2861
Guardian Wealth Management (Illinois)
Illinois
$77.5K -$6.43K -107 -8%
BAM
2862
Byrne Asset Management
New Jersey
$77.4K +$76K +1,265 New
PWA
2863
Provenance Wealth Advisors
Florida
$74.2K +$9.13K +152 +14%
MCM
2864
MidAtlantic Capital Management
Virginia
$73.8K – – –
FFL
2865
Financial Freedom LLC
Ohio
$71.9K – – –
VWWMG
2866
Vermillion & White Wealth Management Group
Pennsylvania
$71.3K – – –
AW
2867
Avion Wealth
Texas
$70K +$19.5K +325 +40%
AWM
2868
Abound Wealth Management
Tennessee
$69.4K -$10.9K -181 -14%
TCM
2869
Tradewinds Capital Management
Washington
$69.2K – – –
GIM
2870
Gold Investment Management
Alberta, Canada
$68.8K – – –
CAM
2871
Chesapeake Asset Management
New York
$65.7K -$373K -6,212 -85%
SIM
2872
Studio Investment Management
Illinois
$63.7K -$127K -2,107 -67%
KFS
2873
Kelly Financial Services
Massachusetts
$62.4K – – –
NL
2874
NVWM LLC
Pennsylvania
$62.3K +$3.54K +59 +6%
VAMG
2875
Voisard Asset Management Group
Michigan
$62.3K -$3.6K -60 -6%
113 114
115
116 117