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Name Holding Trade Value Shares
Change 		Change in
Stake
VBCG
2301
Valley Brook Capital Group
Pennsylvania
$185K +$10.1K +200 +6%
AWM
2302
Accel Wealth Management
Iowa
$177K -$7.3K -145 -4%
CG
2303
Cutler Group
California
$177K +$170K +3,370 New
CCA
2304
Column Capital Advisors
Indiana
$176K -$6.54K -130 -4%
GWS
2305
Glassman Wealth Services
Virginia
$176K +$18.8K +374 +13%
GAM
2306
Gemmer Asset Management
California
$174K -$65.4K -1,300 -28%
DWP
2307
Destiny Wealth Partners
Florida
$171K +$3.27K +65 +2%
MGIM
2308
M&G Investment Management
United Kingdom
$170K -$1.37M -27,169 -0.8%
DOA
2309
D'Orazio & Associates
Virginia
$169K – – –
BAM
2310
Bellevue Asset Management
Washington
$167K – – –
PWMG
2311
Prestige Wealth Management Group
New Jersey
$167K +$50 +1 +0%
APW
2312
Acima Private Wealth
Virginia
$163K – – –
HFA
2313
HC Financial Advisors
California
$162K -$25K -496 -14%
ACM
2314
AUA Capital Management
Pennsylvania
$158K -$2.31K -46 -2%
NIM
2315
NuWave Investment Management
New Jersey
$151K +$145K +2,873 New
EWM
2316
Endurance Wealth Management
Rhode Island
$150K – – –
CWA
2317
Clearview Wealth Advisors
Oregon
$147K -$246K -4,881 -64%
NFSG
2318
Newbridge Financial Services Group
Florida
$142K -$11.6K -230 -8%
BWP
2319
Baldwin Wealth Partners
Massachusetts
$142K -$10.1K -200 -7%
MF
2320
Manchester Financial
California
$142K +$2.52K +50 +2%
IFAM
2321
Institutional & Family Asset Management
Colorado
$142K +$2.92K +58 +2%
CH
2322
Canton Hathaway
Rhode Island
$139K +$20.1K +400 +18%
PCTC
2323
Perkins Coie Trust Company
Washington
$137K – – –
TCWM
2324
Total Clarity Wealth Management
Illinois
$136K +$130K +2,575 New
VCM
2325
Versant Capital Management
Arizona
$132K -$31.7K -630 -20%
91 92
93
94 95