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Nasdaq
NDAQ

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1001
Abound Wealth Management
Tennessee
$6.58K -$2.81K -32 -28%
MI
1002
Markowski Investments
Florida
$6.58K +$7.28K +83 New
BIA
1003
Bell Investment Advisors
California
$6.46K -$439 -5 -6%
RWM
1004
RMG Wealth Management
Wisconsin
$6.31K – – –
SWM
1005
SHP Wealth Management
Massachusetts
$6.31K -$175 -2 -2%
KG
1006
Kilter Group
New York
$6.07K -$526 -6 -7%
AW
1007
Avion Wealth
Texas
$6K -$2.37K -27 -25%
HDIM
1008
Hanson & Doremus Investment Management
Vermont
$6K – – –
OAJ
1009
Ogorek Anthony Joseph
New York
$6K – – –
CRI
1010
Commonwealth Retirement Investments
Virginia
$5.99K +$6.67K +76 New
CWA
1011
Carolina Wealth Advisors
South Carolina
$5.83K – – –
UFPG
1012
United Financial Planning Group
New York
$5.67K – – –
CT
1013
Clearstead Trust
Maine
$5.52K +$2.9K +33 +89%
ITIM
1014
Indiana Trust & Investment Management
Indiana
$5.44K – – –
KFI
1015
Key Financial Inc
Pennsylvania
$5.44K – – –
GWS
1016
Greykasell Wealth Strategies
California
$5.36K – – –
AFC
1017
Ares Financial Consulting
California
$4.97K – – –
AWM
1018
Activest Wealth Management
Florida
$4.89K -$31.2K -356 -85%
BTD
1019
BankPlus Trust Department
Mississippi
$4.73K – – –
AG
1020
AmeriFlex Group
Nevada
$4.65K +$5.17K +59 New
TF
1021
Tompkins Financial
New York
$4.65K +$5.17K +59 New
DFA
1022
DHJJ Financial Advisors
Illinois
$4.54K +$88 +1 +2%
VWA
1023
Valued Wealth Advisors
Utah
$4.41K – – –
BL
1024
BFSG LLC
California
$4.34K – – –
BFS
1025
Bare Financial Services
Pennsylvania
$4.26K -$526 -6 -10%
39 40
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42 43