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NDAQ

Name Holding Trade Value Shares
Change 		Change in
Stake
CW
976
Curio Wealth
Maryland
$11.9K +$448 +5 +4%
WAG
977
Wilkerson Advisory Group
Missouri
$11.7K +$7.26K +81 +142%
HWA
978
HHM Wealth Advisors
Tennessee
$11.5K +$12.2K +136 New
UOTTAIMCU
979
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$11.5K – – –
CFP
980
Comprehensive Financial Planning
Pennsylvania
$11.2K +$90 +1 +0.8%
VR
981
Vision Retirement
New Jersey
$10.8K – – –
MPW
982
MASECO Private Wealth
$10.7K – – –
MFT
983
Moisand Fitzgerald Tamayo
Florida
$10.7K – – –
SR
984
Swiss Re
Switzerland
$10.7K – – –
MIM
985
MTM Investment Management
South Carolina
$10.4K – – –
WPA
986
Wealth Preservation Advisors
Tennessee
$10.3K +$10.8K +121 New
SIS
987
Sound Income Strategies
Florida
$9.92K +$90 +1 +0.9%
AWM
988
Abound Wealth Management
Tennessee
$9.75K – – –
CTWM
989
Cherry Tree Wealth Management
Minnesota
$9.68K – – –
CAIM
990
Catherine Avery Investment Management
Florida
$9.51K – – –
HNW
991
High Note Wealth
Minnesota
$9.51K +$2.42K +27 +32%
SIC
992
SJS Investment Consulting
Ohio
$9.34K – – –
AW
993
Avion Wealth
Texas
$9K +$538 +6 +6%
FFL
994
Financial Freedom LLC
Ohio
$8.73K – – –
1NWS
995
1 North Wealth Services
Maryland
$8.66K – – –
SWP
996
Strategic Wealth Partners
Ohio
$8.66K – – –
YDMI
997
Y.D. More Investments
Israel
$8.57K -$3.4K -38 -9%
EB
998
Eastern Bank
Massachusetts
$8.49K -$1.25K -14 -12%
JFA
999
JNBA Financial Advisors
Minnesota
$8.15K +$2.78K +31 +48%
PMFA
1000
Plante Moran Financial Advisors
Michigan
$8.15K – – –
38 39
40
41 42