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Name Holding Trade Value Shares
Change 		Change in
Stake
RG
2901
Retirement Group
California
$41.6K – – –
RCM
2902
Richardson Capital Management
Wisconsin
$39.8K +$39K +650 New
JSAM
2903
J. Safra Asset Management
New York
$38.9K +$32.7K +545 +599%
PP
2904
Paloma Partners
Connecticut
$38.5K +$37.8K +629 New
AFS
2905
Annapolis Financial Services
Maryland
$38.1K -$27.5K -457 -42%
YDMI
2906
Y.D. More Investments
Israel
$37K – – –
KWAG
2907
Kiely Wealth Advisory Group
North Carolina
$35.4K +$2.1K +35 +6%
RTL
2908
Red Tortoise LLC
Georgia
$34.8K – – –
PCWA
2909
Pacific Capital Wealth Advisors
California
$34.6K +$1.14K +19 +3%
CWAF
2910
Core Wealth Advisors (Florida)
Florida
$34.1K -$120 -2 -0.4%
CAM
2911
Costello Asset Management
Pennsylvania
$33.7K – – –
DPW
2912
DiNuzzo Private Wealth
Pennsylvania
$32K +$12.4K +206 +65%
AAG
2913
Accordant Advisory Group
Maryland
$31.4K +$30.8K +513 New
VF
2914
VitalStone Financial
Texas
$31K – – –
HWM
2915
Horizons Wealth Management
North Carolina
$30.9K – – –
RWM
2916
Raffa Wealth Management
District of Columbia
$30.3K – – –
WAM
2917
WFA Asset Management
Wisconsin
$30.2K – – –
MAM
2918
MMA Asset Management
Pennsylvania
$29.3K +$28.8K +479 New
W
2919
WealthCollab
Washington
$28.2K +$9.85K +164 +55%
PWMG
2920
Private Wealth Management Group
New Jersey
$28.1K – – –
RWA
2921
Redmont Wealth Advisors
Illinois
$28K +$27.5K +458 New
ETS
2922
ESL Trust Services
New York
$27.5K +$27K +450 New
CWA
2923
Carolina Wealth Advisors
South Carolina
$27.3K – – –
OCM
2924
Osterweis Capital Management
California
$25.7K – – –
TCM
2925
TD Capital Management
Tennessee
$25.6K +$961 +16 +4%
115 116
117
118 119