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Name Holding Trade Value Shares
Change 		Change in
Stake
EIM
3401
Essex Investment Management
Massachusetts
$27.4K – – –
FAM
3402
Flaharty Asset Management
Florida
$27.4K +$27.2K +50 New
RF
3403
Robinswood Financial
Washington
$27.4K +$27.2K +50 New
CAM
3404
Creekmur Asset Management
Illinois
$26.9K -$9.26K -17 -26%
PWA
3405
Provenance Wealth Advisors
Florida
$25.2K – – –
RWM
3406
Ruedi Wealth Management
Illinois
$25.2K – – –
CWP
3407
Clark Wealth Partners
Illinois
$24.7K – – –
CTWM
3408
Cherry Tree Wealth Management
Minnesota
$24.7K – – –
WIM
3409
Westside Investment Management
California
$24.1K – – –
LI
3410
Louisbourg Investments
New Brunswick, Canada
$24.1K +$24K +44 New
TWD
3411
True Wealth Design
Ohio
$23.2K +$17.4K +32 +320%
SC
3412
Stephens Consulting
Michigan
$22.5K -$5.44K -10 -20%
RF
3413
Roxbury Financial
New Jersey
$22.1K – – –
NC
3414
North Capital
Utah
$21.9K +$21.8K +40 New
MSWA
3415
Marshall & Sterling Wealth Advisors
New York
$21.4K +$21.2K +39 New
TC
3416
Tacita Capital
Ontario, Canada
$20.8K – – –
RF
3417
Robbins Farley
New Hampshire
$19.7K – – –
SIM
3418
Studio Investment Management
Illinois
$19.2K – – –
WCM
3419
Westend Capital Management
California
$19.2K – – –
PWA
3420
Principia Wealth Advisory
Texas
$19.1K +$9.26K +17 +85%
NECFA
3421
New England Capital Financial Advisors
Connecticut
$18.8K – – –
VWM
3422
Vermillion Wealth Management
Minnesota
$18.7K – – –
FWM
3423
FSA Wealth Management
Massachusetts
$17.5K – – –
TLA
3424
Tanglewood Legacy Advisors
Texas
$17K – – –
FPF
3425
First Pacific Financial
Washington
$16.4K -$112K -205 -87%
135 136
137
138 139