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Name Holding Trade Value Shares
Change 		Change in
Stake
PF
2176
PlanVest Financial
Maryland
$45.1K – – –
RFG
2177
REAP Financial Group
Texas
$45.1K – – –
TCM
2178
Tradewinds Capital Management
Washington
$44.1K -$5.57K -11 -11%
TCM
2179
Triumph Capital Management
Colorado
$43.6K -$20.3K -40 -32%
BDPWM
2180
Barnes Dennig Private Wealth Management
Ohio
$43.6K +$42.5K +84 New
HWA
2181
Heritage Wealth Advisors
Virginia
$42.6K – – –
SFAM
2182
Sawyer Falduto Asset Management
Illinois
$42.6K – – –
PWMA
2183
Pension & Wealth Management Advisors
Massachusetts
$42.5K +$41K +81 New
PWM
2184
Peterson Wealth Management
Nevada
$41.1K – – –
CFM
2185
Cornerstone Financial Management
Massachusetts
$40.5K +$15.2K +30 +63%
PWA
2186
Provenance Wealth Advisors
Florida
$40.5K +$36K +71 +1,014%
RWS
2187
Retirement Wealth Solutions
Wisconsin
$39.4K – – –
AF
2188
Abound Financial
California
$38.7K – – –
KA
2189
Kozak & Associates
Colorado
$38.4K +$1.01K +2 +3%
EWM
2190
Evolution Wealth Management
Florida
$37.4K +$4.05K +8 +13%
EA
2191
Evolution Advisers
Virginia
$36K +$1.01K +2 +3%
JFA
2192
JNBA Financial Advisors
Minnesota
$35.8K -$9.12K -18 -21%
MAM
2193
Marquette Asset Management
Minnesota
$35.8K – – –
TC
2194
Truvestments Capital
Florida
$35.8K – – –
DWM
2195
Dogwood Wealth Management
Kansas
$35.8K +$8.1K +16 +30%
MEG
2196
Millstone Evans Group
Colorado
$35.8K +$9.62K +19 +38%
BFS
2197
Bare Financial Services
Pennsylvania
$35.8K +$15.2K +30 +77%
MSWA
2198
Marshall & Sterling Wealth Advisors
New York
$35.3K – – –
SFCL
2199
Strengthening Families & Communities LLC
Massachusetts
$35.3K +$3.04K +6 +10%
CJ
2200
Caitlin John
Michigan
$34.6K +$1.01K +2 +3%
86 87
88
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