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Name Holding Trade Value Shares
Change 		Change in
Stake
CWAF
551
Core Wealth Advisors (Florida)
Florida
$3K – – –
AAP
552
Arax Advisory Partners
Colorado
$3K +$577 +6 +21%
HS
553
Horan Securities
United States
$3K +$2.89K +30 +600%
BIA
554
Bell Investment Advisors
California
$3K +$3.66K +38 New
SWA
555
SOA Wealth Advisors
New York
$3K +$4.62K +48 New
HNB
556
Huntington National Bank
Ohio
$2K -$6.25K -65 -73%
PWMG
557
Prestige Wealth Management Group
New Jersey
$2K -$1.35K -14 -33%
COCM
558
Charter Oak Capital Management
New Hampshire
$2K – – –
EWM
559
Endurance Wealth Management
Rhode Island
$2K – – –
HFS
560
HBC Financial Services
Washington
$2K – – –
SC
561
Sierra Capital
Florida
$2K – – –
BAM
562
Bellevue Asset Management
Washington
$2K +$96 +1 +4%
SC
563
Schubert & Co
Texas
$2K +$1.06K +11 +92%
DWP
564
Destiny Wealth Partners
Florida
$2K +$2.6K +27 New
DFCM
565
Dark Forest Capital Management
Puerto Rico
$2K +$2.69K +28 New
RWM
566
Raffa Wealth Management
District of Columbia
$1.73K – – –
EBA
567
Eagle Bay Advisors
New York
$1.32K +$1.54K +16 New
SC
568
SouthState Corp
Florida
$1K -$47.1K -490 -98%
TAIM
569
TD Ameritrade Investment Management
Nebraska
$1K -$7.79K -81 -84%
GKIM
570
GW&K Investment Management
Massachusetts
$1K -$2.4K -25 -74%
DI
571
Disciplined Investments
Oklahoma
$1K -$481 -5 -38%
AA
572
Addison Advisors
Vermont
$1K -$289 -3 -23%
CWM
573
Cedar Wealth Management
California
$1K – – –
HPC
574
HM Payson & Co
Maine
$1K – – –
VCM
575
Versant Capital Management
Arizona
$1K – – –
21 22
23
24 25