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Name Holding Trade Value Shares
Change 		Change in
Stake
BHWM
3376
Beaird Harris Wealth Management
Texas
$45.4K -$3.81K -7 -8%
CMP
3377
Coston McIsaac & Partners
Maine
$45K – – –
UIA
3378
Ulland Investment Advisors
Minnesota
$45K – – –
CCMI
3379
Creative Capital Management Investments
California
$44.9K – – –
AAG
3380
Accordant Advisory Group
Maryland
$44.4K +$2.72K +5 +7%
1NWS
3381
1 North Wealth Services
Maryland
$43.9K +$43.6K +80 New
PWM
3382
Parkworth Wealth Management
California
$43.3K – – –
TCA
3383
Trifecta Capital Advisors
Illinois
$42.2K – – –
DAM
3384
Delta Asset Management
Tennessee
$41.7K – – –
SWP
3385
SIMA Wealth Partners
Virginia
$41.1K – – –
TCM
3386
Tradewinds Capital Management
Washington
$40.7K +$5.99K +11 +17%
LC
3387
Lavaca Capital
Texas
$40K – – –
SIS
3388
Strategic Investment Solutions
Illinois
$40K – – –
FCT
3389
First Community Trust
Iowa
$39.5K – – –
W
3390
WealthCollab
Washington
$39.5K +$6.53K +12 +20%
FRA
3391
Front Row Advisors
California
$38.9K – – –
MAS
3392
MPWM Advisory Solutions
Georgia
$37.3K – – –
DWS
3393
Dynamic Wealth Strategies
California
$36.2K +$35.9K +66 New
GIS
3394
Grayhawk Investment Strategies
Alberta, Canada
$35.6K – – –
NWM
3395
Navigoe Wealth Management
California
$35K – – –
HFS
3396
Hughes Financial Services
Virginia
$34K +$33.8K +62 New
1L
3397
10Elms LLP
Oklahoma
$34K – – –
MIM
3398
Marshall Investment Management
Colorado
$33.7K +$544 +1 +2%
BFS
3399
Burkett Financial Services
South Carolina
$32.5K – – –
CNBT
3400
Cornerstone National Bank & Trust
Illinois
$32.3K – – –
134 135
136
137 138