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Name Holding Trade Value Shares
Change 		Change in
Stake
VWWMG
4751
Vermillion & White Wealth Management Group
Pennsylvania
$104K – – –
CAWM
4752
Capital A Wealth Management
Pennsylvania
$104K -$150K -243 -45%
DCM
4753
Disciplina Capital Management
Tennessee
$103K – – –
GWM
4754
Gitterman Wealth Management
New Jersey
$103K +$85.9K +139 New
HIA
4755
HFM Investment Advisors
New Jersey
$102K +$9.89K +16 +13%
APW
4756
Acima Private Wealth
Virginia
$101K – – –
CBT
4757
CoreFirst Bank & Trust
Kansas
$101K +$84.7K +137 New
IWM
4758
IMG Wealth Management
Florida
$98.2K +$82.2K +133 New
HFS
4759
Hopwood Financial Services
Virginia
$93.7K +$1.85K +3 +2%
BGA
4760
Battery Global Advisors
Massachusetts
$92.7K +$618 +1 +0.8%
FF
4761
Friedenthal Financial
New Jersey
$92.3K +$77.2K +125 New
KWM
4762
Kiker Wealth Management
Georgia
$92.3K – – –
EWM
4763
Evolution Wealth Management
Florida
$91.9K +$76.6K +124 New
CGA
4764
Compound Global Advisors
Washington
$90K -$965K -1,562 -93%
PFG
4765
Putney Financial Group
California
$90K +$3.71K +6 +5%
1IA
4766
1620 Investment Advisors
Massachusetts
$84.9K -$3.09K -5 -4%
PP
4767
PFS Partners
New Jersey
$83.4K +$6.18K +10 +10%
MWM
4768
MorganRosel Wealth Management
Colorado
$81.2K – – –
FC
4769
Family CFO
California
$79.7K – – –
VWA
4770
VSM Wealth Advisory
Maryland
$79.7K +$42K +68 +170%
IA
4771
IFS Advisors
Kansas
$79K – – –
WW
4772
Winnow Wealth
Texas
$77.5K -$21K -34 -24%
MIM
4773
Manitou Investment Management
Ontario, Canada
$77.5K – – –
AAG
4774
Accordant Advisory Group
Maryland
$77.5K +$3.09K +5 +5%
DWA
4775
Delos Wealth Advisors
Texas
$74.5K +$62.4K +101 New
189 190
191
192 193