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Name Holding Trade Value Shares
Change 		Change in
Stake
VAMG
2876
Voisard Asset Management Group
Michigan
$63.5K +$61.2K +1,078 New
PWA
2877
Provenance Wealth Advisors
Florida
$62.5K +$5.68K +100 +10%
EFMH
2878
E Fund Management (HK)
Hong Kong
$62K +$59.9K +1,054 New
KFS
2879
Kelly Financial Services
Massachusetts
$60.1K -$13.5K -238 -19%
SWM
2880
Sanctuary Wealth Management
Idaho
$59.3K – – –
MCA
2881
Maryland Capital Advisors
Maryland
$58.9K – – –
RL
2882
Rogco LP
Oklahoma
$58.9K – – –
YAL
2883
Your Advocates Ltd
Texas
$58.8K – – –
WPWM
2884
Western Pacific Wealth Management
Illinois
$58.7K – – –
TLA
2885
Tanglewood Legacy Advisors
Texas
$58.6K – – –
CIR
2886
Clear Investment Research
Georgia
$56.2K +$1.42K +25 +3%
NL
2887
NVWM LLC
Pennsylvania
$56K -$70K -1,232 -56%
A
2888
AJOVista
Massachusetts
$56K +$54K +951 New
BBPWM
2889
Blue Bell Private Wealth Management
Pennsylvania
$55.2K +$11.5K +203 +28%
FSWA
2890
Financial Synergies Wealth Advisors
Texas
$55K -$29.3K -516 -37%
BMC
2891
Bear Mountain Capital
Washington
$54.9K +$52K +915 New
HGA
2892
Hobbs Group Advisors
South Carolina
$54.9K +$52.9K +931 New
CAM
2893
Creekmur Asset Management
Illinois
$53.8K +$51.8K +912 New
GA
2894
GoalVest Advisory
New York
$53.7K +$3.29K +58 +7%
HWM
2895
HighMark Wealth Management
Minnesota
$53.1K -$3.07K -54 -6%
AA
2896
AlphaMark Advisors
Kentucky
$53K – – –
FFO
2897
Fortitude Family Office
Arizona
$53K +$51.1K +899 New
CPG
2898
Custom Portfolio Group
Colorado
$52.1K +$50.2K +884 New
DI
2899
DAGCO Inc
Ohio
$51.9K -$153K -2,694 -75%
DWS
2900
Dynamic Wealth Strategies
California
$51.9K +$50K +881 New
114 115
116
117 118