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Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
3401
Horizons Wealth Management
North Carolina
$13.8K – – –
CTWM
3402
Cherry Tree Wealth Management
Minnesota
$13.4K – – –
AWA
3403
Authentikos Wealth Advisory
California
$13.2K +$13.3K +44 New
PCA
3404
Providence Capital Advisors
North Carolina
$12K – – –
HRC
3405
Hoertkorn Richard Charles
$11.7K – – –
IHWM
3406
Iron Horse Wealth Management
Iowa
$11.4K +$11.4K +38 New
MBFW
3407
Morton Brown Family Wealth
Pennsylvania
$10.5K – – –
LK
3408
Lumbard & Kellner
New Hampshire
$10.5K +$10.5K +35 New
PS
3409
PayPay Securities
Japan
$9.95K +$13K +43 +65%
CWM
3410
CarsonAllaria Wealth Management
Illinois
$9.01K – – –
TWP
3411
TFO Wealth Partners
Ohio
$8.9K +$4.82K +16 +107%
CCC
3412
Chelsea Counsel Company
California
$8.41K – – –
TWD
3413
True Wealth Design
Ohio
$8.41K – – –
JAM
3414
JCIC Asset Management
Ontario, Canada
$8.11K – – –
FDCC
3415
Foster Dykema Cabot & Co
Massachusetts
$8K – – –
CIR
3416
Clear Investment Research
Georgia
$5.57K +$603 +2 +13%
TCPG
3417
Trivant Custom Portfolio Group
California
$4.5K +$4.52K +15 New
OCM
3418
Orion Capital Management
California
$3.6K +$3.62K +12 New
ACM
3419
Antonetti Capital Management
Florida
$3.3K +$904 +3 +38%
FIM
3420
FWL Investment Management
Texas
$3.3K +$3.31K +11 New
DWA
3421
Delos Wealth Advisors
Texas
$3.25K – – –
BCH
3422
Berkshire Capital Holdings
California
$3K -$12.5M -41,470 -100%
RAM
3423
Riggs Asset Management
Pennsylvania
$2.7K – – –
PGAM
3424
Princeton Global Asset Management
New Jersey
$2.4K -$519K -1,723 -100%
BCM
3425
Bourgeon Capital Management
Connecticut
$2.4K +$2.41K +8 New
135 136
137
138 139