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Name Holding Trade Value Shares
Change 		Change in
Stake
JPWM
2901
Jamison Private Wealth Management
Georgia
$69.3K +$402 +1 +0.6%
SWA
2902
SOA Wealth Advisors
New York
$69.1K – – –
BGAI
2903
Bruce G. Allen Investments
Colorado
$68.7K +$64.7K +161 New
FFA
2904
Frazier Financial Advisors
Ohio
$65.3K +$61.5K +153 New
ECM
2905
Estabrook Capital Management
New York
$65.3K – – –
NRG
2906
Nemes Rush Group
Michigan
$61.9K – – –
KFS
2907
Kelly Financial Services
Massachusetts
$61.1K -$52.2K -130 -48%
OBWP
2908
O'Brien Wealth Partners
Massachusetts
$60.6K -$97.6K -243 -63%
VWM
2909
Valley Wealth Managers
New Jersey
$60.6K – – –
CPG
2910
Cornerstone Planning Group
New Jersey
$59.7K -$4.02K -10 -7%
SWM
2911
Sugarloaf Wealth Management
Georgia
$59.7K – – –
GWSA
2912
Global Wealth Strategies & Associates
Colorado
$58.4K – – –
NCM
2913
Northwest Capital Management
Oregon
$58.4K +$2.81K +7 +5%
JAM
2914
JCIC Asset Management
Ontario, Canada
$57.2K +$13.7K +34 +34%
MFF
2915
Mango Five Family
Nevada
$55.4K +$52.2K +130 New
GCGDR
2916
Geo Capital Gestora de Recursos
Brazil
$55K -$5.22K -13 -9%
PG
2917
Proffitt & Goodson
Tennessee
$52K – – –
EWP
2918
Elevation Wealth Partners
California
$51.9K – – –
WCM
2919
Winthrop Capital Management
Indiana
$51.2K +$48.2K +120 New
RG
2920
Retirement Group
California
$51K – – –
FCT
2921
First Community Trust
Iowa
$49.9K – – –
CBT
2922
CoreFirst Bank & Trust
Kansas
$49K -$14.1K -35 -23%
DI
2923
DAGCO Inc
Ohio
$48.6K +$45.8K +114 New
DWS
2924
Dynamic Wealth Strategies
California
$48.6K +$45.8K +114 New
CMP
2925
Coston McIsaac & Partners
Maine
$47K +$8.44K +21 +23%
115 116
117
118 119