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Name Holding Trade Value Shares
Change 		Change in
Stake
CCMI
4551
Creative Capital Management Investments
California
$99K – – –
HWM
4552
HighMark Wealth Management
Minnesota
$98.7K +$2.35K +4 +2%
BCM
4553
Birch Capital Management
Texas
$93.7K +$93.9K +160 New
AT
4554
Avalon Trust
New Mexico
$93.1K +$93.3K +159 New
FIM
4555
FWL Investment Management
Texas
$93.1K +$37K +63 +66%
HFS
4556
HBC Financial Services
Washington
$93K – – –
CFS
4557
CGC Financial Services
Oregon
$92.5K – – –
CWM
4558
Centricity Wealth Management
Ohio
$90.8K +$91K +155 New
LIS
4559
Legacy Investment Solutions
Idaho
$90K -$1.17K -2 -2%
LWMI
4560
Legacy Wealth Management (Idaho)
Idaho
$90K -$1.17K -2 -2%
EFP
4561
EnRich Financial Partners
Wisconsin
$89.6K – – –
KFP
4562
Keener Financial Planning
Texas
$87K – – –
PA
4563
Pineridge Advisors
Missouri
$84.3K +$41.7K +71 +97%
GIS
4564
Grayhawk Investment Strategies
Alberta, Canada
$84.3K – – –
VWWMG
4565
Vermillion & White Wealth Management Group
Pennsylvania
$82.6K – – –
APW
4566
Acima Private Wealth
Virginia
$80.2K – – –
CBT
4567
CoreFirst Bank & Trust
Kansas
$80.2K – – –
PP
4568
PrairieView Partners
Minnesota
$80K – – –
PWM
4569
Parkworth Wealth Management
California
$79.2K +$79.2K +135 New
LC
4570
Lavaca Capital
Texas
$77.3K +$77.5K +132 New
HFS
4571
Hopwood Financial Services
Virginia
$75.5K +$75.7K +129 New
CWM
4572
Cranbrook Wealth Management
Michigan
$75K +$1.17K +2 +2%
BGA
4573
Battery Global Advisors
Massachusetts
$73.4K – – –
CIR
4574
Clear Investment Research
Georgia
$71.3K +$1.76K +3 +3%
STB
4575
S&T Bank
Pennsylvania
$70.3K +$70.4K +120 New
181 182
183
184 185