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Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
3176
WFA Asset Management
Wisconsin
$35.8K +$138 +2 +0.4%
PWMG
3177
Private Wealth Management Group
New Jersey
$35.8K – – –
HWM
3178
Horizons Wealth Management
North Carolina
$34.8K – – –
CWM
3179
Consultiva Wealth Management
Puerto Rico
$34.1K – – –
WWA
3180
Wealth Watch Advisors
Colorado
$33.6K +$34.8K +506 New
TPBG
3181
Turning Point Benefit Group
Maryland
$33.3K +$34.3K +498 New
RL
3182
Rogco LP
Oklahoma
$33.2K -$6.54K -95 -16%
VWM
3183
Vermillion Wealth Management
Minnesota
$32.4K +$69 +1 +0.2%
FFA
3184
Frazier Financial Advisors
Ohio
$32.1K -$25.1K -365 -43%
EP
3185
Essential Partners
California
$32K +$13.3K +193 +67%
MAM
3186
MMA Asset Management
Pennsylvania
$31.8K – – –
KFP
3187
Kerr Financial Planning
California
$31.1K +$30K +436 New
CWM
3188
Crowley Wealth Management
Delaware
$30.7K – – –
RWA
3189
Redmont Wealth Advisors
Illinois
$30.4K – – –
HFS
3190
Horizon Financial Services
North Carolina
$29K +$23.4K +340 +347%
PSFG
3191
Park Square Financial Group
Georgia
$28.9K -$270K -3,918 -90%
TWD
3192
True Wealth Design
Ohio
$28.7K -$3.03K -44 -9%
KG
3193
Kilter Group
New York
$28.5K +$8.33K +121 +39%
OAJ
3194
Ogorek Anthony Joseph
New York
$28K -$14.9K -216 -33%
MAM
3195
Marquette Asset Management
Minnesota
$27.2K +$28.2K +410 New
CCM
3196
Cloud Capital Management
Washington
$27K +$28.3K +411 New
HIW
3197
Holos Integrated Wealth
Pennsylvania
$26.8K – – –
TLCM
3198
Twin Lakes Capital Management
California
$26.5K – – –
MWA
3199
Miller Wealth Advisors
Colorado
$25.9K – – –
T
3200
TOBAM
France
$25K – – –
126 127
128
129 130