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Name Holding Trade Value Shares
Change 		Change in
Stake
NC
3201
NewSquare Capital
Pennsylvania
$86.5K +$69.1K +1,034 +594%
FFWM
3202
Future Financial Wealth Management
Ohio
$86.1K – – –
RWM
3203
Rialto Wealth Management
New York
$85.3K +$1K +15 +1%
WFA
3204
West Financial Advisors
Iowa
$84.4K – – –
VWWMG
3205
Vermillion & White Wealth Management Group
Pennsylvania
$83.9K – – –
Q1WB
3206
Quest 10 Wealth Builders
Virginia
$83.3K +$1.54K +23 +2%
FFO
3207
Fortitude Family Office
Arizona
$82.5K -$122K -1,824 -61%
CG
3208
Curat Global
New Hampshire
$81.6K +$76.1K +1,140 New
ACA
3209
American Capital Advisory
Idaho
$81.6K +$2.87K +43 +4%
TCM
3210
Tradewinds Capital Management
Washington
$81.4K -$1K -15 -1%
CCMW
3211
Cypress Capital Management (Wyoming)
Wyoming
$80.1K +$74.7K +1,118 New
HCM
3212
Hollencrest Capital Management
California
$79.6K -$801 -12 -1%
WPWM
3213
Western Pacific Wealth Management
Illinois
$77.4K – – –
CAM
3214
Chesapeake Asset Management
New York
$77.4K -$801 -12 -1%
CAM
3215
Clarity Asset Management
Iowa
$75.7K -$14.4K -215 -17%
SO
3216
Sierra Ocean
California
$75.2K +$6.41K +96 +10%
AWM
3217
Abound Wealth Management
Tennessee
$74.1K -$18K -269 -21%
MCA
3218
Maryland Capital Advisors
Maryland
$71.6K – – –
RL
3219
Rogco LP
Oklahoma
$71.6K – – –
NSG
3220
Nalls Sherbakoff Group
Tennessee
$71.3K +$66.5K +995 New
TLA
3221
Tanglewood Legacy Advisors
Texas
$71.2K – – –
KSB
3222
Kennebec Savings Bank
Maine
$71.1K – – –
BBPWM
3223
Blue Bell Private Wealth Management
Pennsylvania
$70.6K – – –
VIS
3224
Vega Investment Solutions
France
$70.4K – – –
MFC
3225
Mechanics Financial Corp
Ohio
$70.2K +$12K +180 +23%
127 128
129
130 131