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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1926
CarsonAllaria Wealth Management
Illinois
$43.5K – – –
KA
1927
Kozak & Associates
Colorado
$43.3K – – –
NAAA
1928
New Age Alpha Advisors
New York
$42.4K +$2.7K +6 +7%
NFSG
1929
Newbridge Financial Services Group
Florida
$41.1K +$4.05K +9 +11%
AF
1930
Abound Financial
California
$41.1K +$39.6K +88 New
HBW
1931
Hazlett, Burt & Watson
West Virginia
$41K – – –
RFG
1932
REAP Financial Group
Texas
$40.5K -$4.5K -10 -10%
SIC
1933
SJS Investment Consulting
Ohio
$40.2K -$450 -1 -1%
LWANC
1934
Laurel Wealth Advisors (North Carolina)
North Carolina
$39.6K – – –
VWA
1935
Valued Wealth Advisors
Utah
$38.3K +$450 +1 +1%
RWS
1936
Retirement Wealth Solutions
Wisconsin
$38.2K – – –
FWM
1937
FSA Wealth Management
Massachusetts
$38.2K +$16.2K +36 +78%
RWM
1938
Raffa Wealth Management
District of Columbia
$37.7K -$9.9K -22 -21%
DWM
1939
Darwin Wealth Management
Florida
$37K – – –
JFA
1940
JNBA Financial Advisors
Minnesota
$36.8K – – –
RAM
1941
Riggs Asset Management
Pennsylvania
$36.3K -$37.8K -84 -52%
PFG
1942
Putney Financial Group
California
$34.9K – – –
BWL
1943
Bogart Wealth LLC
Virginia
$34.9K +$9.9K +22 +42%
MSWA
1944
Marshall & Sterling Wealth Advisors
New York
$34.9K -$10.4K -23 -23%
AWM
1945
Abound Wealth Management
Tennessee
$31.9K -$10.4K -23 -25%
GA
1946
GoalVest Advisory
New York
$31.7K +$1.35K +3 +5%
AEPWM
1947
Atlantic Edge Private Wealth Management
Florida
$31.7K +$9K +20 +42%
UCB
1948
United Community Bank
South Carolina
$30.7K +$29.7K +66 New
W
1949
WealthCollab
Washington
$27.9K – – –
LI
1950
Louisbourg Investments
New Brunswick, Canada
$27.9K – – –
76 77
78
79 80