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Name Holding Trade Value Shares
Change 		Change in
Stake
WAS
601
Winch Advisory Services
Wisconsin
$16K +$8.69K +137 +76%
ST
602
Smithfield Trust
Pennsylvania
$16K – – –
AG
603
AmeriFlex Group
Nevada
$16K +$20K +316 New
MA
604
Montag & Associates
Georgia
$15.6K -$20.7K -327 -51%
TFA
605
Toth Financial Advisory
Virginia
$15.2K +$11.1K +175 +140%
AT
606
Avalon Trust
New Mexico
$15.2K +$19K +300 New
SFG
607
Strive Financial Group
Indiana
$15.1K +$19K +299 New
CAM
608
Close Asset Management
United Kingdom
$15K +$19K +300 New
CFS
609
Compass Financial Services
Iowa
$14K +$2.22K +35 +14%
WA
610
WPG Advisers
Maryland
$13.6K – – –
AAG
611
Armstrong Advisory Group
Massachusetts
$13.4K +$16.9K +266 New
BONH
612
Bank of New Hampshire
New Hampshire
$13.4K – – –
OW
613
Olistico Wealth
Oklahoma
$12.7K +$16K +252 New
EWA
614
EQ Wealth Advisors
Texas
$12.6K +$15.9K +250 New
HC
615
Hurley Capital
New York
$12.1K – – –
FFO
616
Fortitude Family Office
Arizona
$11.6K +$2.73K +43 +23%
BBPWM
617
Blue Bell Private Wealth Management
Pennsylvania
$11.6K +$11.4K +180 +360%
KFP
618
Kerr Financial Planning
California
$11.3K – – –
DT
619
DV Trading
Illinois
$11.3K +$14.1K +223 New
C
620
Covestor
United Kingdom
$11K – – –
HIW
621
Holos Integrated Wealth
Pennsylvania
$11K – – –
RFP
622
Root Financial Partners
California
$10.7K -$127 -2 -0.9%
IUHSA
623
Itau Unibanco Holding S.A.
Brazil
$10.6K +$13.3K +210 New
LI
624
LRI Investments
Florida
$10.4K +$888 +14 +7%
CA
625
Crewe Advisors
Utah
$10.1K – – –
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