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Name Holding Trade Value Shares
Change 		Change in
Stake
CMA
2101
Cedar Mountain Advisors
Oregon
$3.84K – – –
RWM
2102
Rialto Wealth Management
New York
$3.41K -$1.71K -4 -33%
VWM
2103
Valley Wealth Managers
New Jersey
$3.41K +$3.43K +8 New
PWA
2104
Provenance Wealth Advisors
Florida
$2.98K -$17.1K -40 -85%
HWM
2105
Horizons Wealth Management
North Carolina
$2.98K – – –
TWM
2106
Tripletail Wealth Management
Florida
$2.98K – – –
EWA
2107
EQ Wealth Advisors
Texas
$2.98K +$3K +7 New
MWM
2108
Mascoma Wealth Management
New Hampshire
$2.56K +$2.57K +6 New
MBFW
2109
Morton Brown Family Wealth
Pennsylvania
$2.13K – – –
PP
2110
Paladin Partners
Wisconsin
$2.13K +$2.14K +5 New
MNA
2111
Manning & Napier Advisors
New York
$1.71K -$15K -35 -90%
HFS
2112
Horizon Financial Services
North Carolina
$1.71K -$3.43K -8 -67%
DWA
2113
Delos Wealth Advisors
Texas
$1.71K – – –
SA
2114
Seneschal Advisors
Washington
$1.71K – – –
FW
2115
Fairway Wealth
Ohio
$1.71K +$1.71K +4 New
GCM
2116
Gunpowder Capital Management
Maryland
$1.71K +$1.71K +4 New
MI
2117
Motiv8 Investments
Florida
$1.43K -$9.42K -22 -0.7%
YAL
2118
Your Advocates Ltd
Texas
$1.31K – – –
BGWM
2119
Bridge Generations Wealth Management
Florida
$1.28K – – –
DCM
2120
Davis Capital Management
Florida
$1.28K -$428 -1 -25%
DI
2121
DAGCO Inc
Ohio
$1.28K – – –
RJA
2122
Ross\Johnson & Associates
Minnesota
$853 +$428 +1 +100%
KCM
2123
Key Capital Management
Tennessee
$853 +$857 +2 New
TAM
2124
Tucker Asset Management
Colorado
$853 +$857 +2 New
WA
2125
Whipplewood Advisors
Colorado
$853 +$857 +2 New
83 84
85
86 87