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Name Holding Trade Value Shares
Change 		Change in
Stake
NC
4051
NewSquare Capital
Pennsylvania
$52K +$34.5K +71 +222%
FPB
4052
First PREMIER Bank
South Dakota
$51K – – –
CWM
4053
Cranbrook Wealth Management
Michigan
$50.9K – – –
FCMT
4054
Founders Capital Management (Texas)
Texas
$50.9K – – –
AAG
4055
Accordant Advisory Group
Maryland
$50.4K -$33.1K -68 -40%
FC
4056
Family CFO
California
$50.4K – – –
MWA
4057
Miller Wealth Advisors
Colorado
$50.4K – – –
TJHA
4058
Thomas J. Herzfeld Advisors
Florida
$50.4K – – –
BHWM
4059
Beaird Harris Wealth Management
Texas
$48.9K -$21.9K -45 -32%
FIM
4060
FWL Investment Management
Texas
$48.4K – – –
KSWA
4061
Kathleen S. Wright Associates
Pennsylvania
$45.4K – – –
SWM
4062
Sanctuary Wealth Management
Idaho
$43.4K – – –
RWM
4063
Ruedi Wealth Management
Illinois
$40.3K +$21.4K +44 +122%
CWA
4064
Carolina Wealth Advisors
South Carolina
$39.3K +$3.89K +8 +11%
PA
4065
Pineridge Advisors
Missouri
$38.3K -$9.72K -20 -21%
GCM
4066
Gables Capital Management
Florida
$37.8K – – –
PIS
4067
POM Investment Strategies
North Carolina
$37.8K +$36.5K +75 New
BOC
4068
Bull Oak Capital
California
$36.9K – – –
TLA
4069
Tanglewood Legacy Advisors
Texas
$35.8K – – –
DWA
4070
Delos Wealth Advisors
Texas
$34.8K – – –
WAM
4071
WFA Asset Management
Wisconsin
$33.8K +$9.72K +20 +43%
TWD
4072
True Wealth Design
Ohio
$32.3K +$6.8K +14 +28%
CYG
4073
Clean Yield Group
Vermont
$30.3K – – –
LFA
4074
LGT Financial Advisors
Texas
$28.7K -$1.15M -2,358 -98%
LAM
4075
Lummis Asset Management
Texas
$28.7K – – –
161 162
163
164 165