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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
3201
Crowley Wealth Management
Delaware
$27K +$28.3K +434 New
DF
3202
Dunhill Financial
United Kingdom
$27K -$38.4K -589 -58%
TWD
3203
True Wealth Design
Ohio
$25K +$3K +46 +13%
TLCM
3204
Twin Lakes Capital Management
California
$24.9K – – –
LC
3205
Luminist Capital
Michigan
$24.9K +$26.1K +400 New
RWM
3206
Raffa Wealth Management
District of Columbia
$24.8K +$3.92K +60 +18%
BFS
3207
Bare Financial Services
Pennsylvania
$24K – – –
CFG
3208
CKW Financial Group
Hawaii
$23K +$653 +10 +3%
GA
3209
GoalVest Advisory
New York
$22.9K +$196 +3 +0.8%
HCM
3210
Horrell Capital Management
Arkansas
$22K – – –
CWA
3211
Carolina Wealth Advisors
South Carolina
$21.8K -$6.27K -96 -22%
DF
3212
DecisionPoint Financial
Arizona
$21.8K – – –
AS
3213
Altshuler Shaham
Israel
$21.6K +$3.39K +52 +18%
VWA
3214
Valued Wealth Advisors
Utah
$21.2K -$1.57K -24 -7%
RWM
3215
Ruedi Wealth Management
Illinois
$20.9K – – –
EAM
3216
Eukles Asset Management
Ohio
$19.4K – – –
MCA
3217
Midwest Capital Advisors
Michigan
$19.3K +$20.2K +310 New
CCA
3218
Criterion Capital Advisors
Tennessee
$19.1K – – –
BFP
3219
Briaud Financial Planning
Texas
$19K – – –
JAM
3220
JCIC Asset Management
Ontario, Canada
$18.9K – – –
W
3221
WealthCollab
Washington
$18.7K -$10.5K -161 -35%
BWM
3222
Bernard Wealth Management
Michigan
$18.4K +$19.3K +295 New
MHIP
3223
Mountain Hill Investment Partners
New Jersey
$17.7K +$18.5K +284 New
BHWM
3224
Bay Harbor Wealth Management
Maryland
$17.2K +$18.1K +277 New
HC
3225
Hurley Capital
New York
$16.9K +$16.3K +249 New
127 128
129
130 131