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Name Holding Trade Value Shares
Change 		Change in
Stake
NFSG
1926
Newbridge Financial Services Group
Florida
$41.1K +$4.05K +9 +11%
AF
1927
Abound Financial
California
$41.1K +$39.6K +88 New
HBW
1928
Hazlett, Burt & Watson
West Virginia
$41K – – –
RFG
1929
REAP Financial Group
Texas
$40.5K -$4.5K -10 -10%
SIC
1930
SJS Investment Consulting
Ohio
$40.2K -$450 -1 -1%
LWANC
1931
Laurel Wealth Advisors (North Carolina)
North Carolina
$39.6K – – –
VWA
1932
Valued Wealth Advisors
Utah
$38.3K +$450 +1 +1%
RWS
1933
Retirement Wealth Solutions
Wisconsin
$38.2K – – –
FWM
1934
FSA Wealth Management
Massachusetts
$38.2K +$16.2K +36 +78%
RWM
1935
Raffa Wealth Management
District of Columbia
$37.7K -$9.9K -22 -21%
DWM
1936
Darwin Wealth Management
Florida
$37K – – –
JFA
1937
JNBA Financial Advisors
Minnesota
$36.8K – – –
RAM
1938
Riggs Asset Management
Pennsylvania
$36.3K -$37.8K -84 -52%
PFG
1939
Putney Financial Group
California
$34.9K – – –
BWL
1940
Bogart Wealth LLC
Virginia
$34.9K +$9.9K +22 +42%
MSWA
1941
Marshall & Sterling Wealth Advisors
New York
$34.9K -$10.4K -23 -23%
AWM
1942
Abound Wealth Management
Tennessee
$31.9K -$10.4K -23 -25%
GA
1943
GoalVest Advisory
New York
$31.7K +$1.35K +3 +5%
AEPWM
1944
Atlantic Edge Private Wealth Management
Florida
$31.7K +$9K +20 +42%
UCB
1945
United Community Bank
South Carolina
$30.7K +$29.7K +66 New
W
1946
WealthCollab
Washington
$27.9K – – –
LI
1947
Louisbourg Investments
New Brunswick, Canada
$27.9K – – –
FPF
1948
First Pacific Financial
Washington
$25.6K -$900 -2 -4%
AW
1949
Avion Wealth
Texas
$25K – – –
T
1950
Transce3nd
Texas
$24.7K -$158K -350 -87%
76 77
78
79 80