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Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
2551
Raffa Wealth Management
District of Columbia
$58.2K – – –
MCA
2552
Maryland Capital Advisors
Maryland
$56K +$53.6K +155 New
ECM
2553
Estabrook Capital Management
New York
$55K +$52.9K +153 New
AWM
2554
Avondale Wealth Management
Texas
$54K – – –
CPFP
2555
Clear Perspectives Financial Planning
Ohio
$54K – – –
BBPWM
2556
Blue Bell Private Wealth Management
Pennsylvania
$54K +$52.2K +151 New
WFS
2557
Widmann Financial Services
Maryland
$54K +$52.6K +152 New
VNA
2558
Valley National Advisers
Pennsylvania
$53K -$17.6K -51 -26%
FRA
2559
Front Row Advisors
California
$53K +$5.53K +16 +12%
SWM
2560
Sugarloaf Wealth Management
Georgia
$50K – – –
RA
2561
Rise Advisors
New York
$49.4K +$47.7K +138 New
FAM
2562
Fred Alger Management
New York
$49K – – –
AIM
2563
Arcadia Investment Management
Michigan
$49K +$5.19K +15 +12%
AW
2564
Avion Wealth
Texas
$48K – – –
TIM
2565
Tortoise Investment Management
New York
$47K +$19K +55 +71%
FCT
2566
First Community Trust
Iowa
$45.6K +$43.9K +127 New
WAM
2567
WFA Asset Management
Wisconsin
$45.4K +$43.6K +126 New
JWBC
2568
John W. Brooker & Co
California
$45K – – –
VC
2569
Vestor Capital
Illinois
$43K -$8.64M -24,989 -100%
RG
2570
Retirement Group
California
$43K -$346 -1 -0.8%
SSC
2571
Syverson Strege & Co
Iowa
$43K – – –
PFA
2572
Professional Financial Advisors
Nebraska
$42K -$299K -865 -88%
RWA
2573
RGT Wealth Advisors
Texas
$39K +$37.7K +109 New
WPWM
2574
Western Pacific Wealth Management
Illinois
$39K +$38K +110 New
CBT
2575
Central Bank & Trust
Kentucky
$38K – – –
101 102
103
104 105