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Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
2501
Raffa Wealth Management
District of Columbia
$51.1K – – –
LFG
2502
Larson Financial Group
Missouri
$50K +$344 +1 +0.6%
AW
2503
Avion Wealth
Texas
$50K +$8.27K +24 +18%
MCA
2504
Maryland Capital Advisors
Maryland
$49K – – –
BBPWM
2505
Blue Bell Private Wealth Management
Pennsylvania
$49K +$1.72K +5 +3%
HI
2506
Hoey Investments
Pennsylvania
$49K +$53.7K +156 New
ECM
2507
Estabrook Capital Management
New York
$48.3K – – –
CPFP
2508
Clear Perspectives Financial Planning
Ohio
$47K – – –
NICM
2509
Neo Ivy Capital Management
New York
$47K +$51.3K +149 New
RA
2510
Rise Advisors
New York
$45K -$2.75K -8 -5%
APW
2511
Axim Planning & Wealth
Ohio
$45K +$48.9K +142 New
FRA
2512
Front Row Advisors
California
$44K -$5.86K -17 -11%
SWM
2513
Sugarloaf Wealth Management
Georgia
$44K – – –
WSC
2514
Wellington Shields & Co
New York
$44K +$48.2K +140 New
CWA
2515
Clearview Wealth Advisors
Oregon
$43K -$3.44K -10 -7%
AIM
2516
Arcadia Investment Management
Michigan
$43K – – –
FCG
2517
Financial Connections Group
California
$42K +$37.5K +109 +419%
ANBT
2518
American National Bank & Trust
Texas
$41K – – –
FCT
2519
First Community Trust
Iowa
$40K – – –
JWBC
2520
John W. Brooker & Co
California
$40K – – –
WAM
2521
WFA Asset Management
Wisconsin
$40K – – –
JPLA
2522
Joseph P. Lucia & Associates
New York
$39K – – –
RG
2523
Retirement Group
California
$38K – – –
WPWM
2524
Western Pacific Wealth Management
Illinois
$35K +$344 +1 +0.9%
UWM
2525
Urban Wealth Management
California
$35K +$37.9K +110 New
99 100
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