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Name Holding Trade Value Shares
Change 		Change in
Stake
BWL
1051
Bogart Wealth LLC
Virginia
$61.1K -$875 -4 -2%
FHC
1052
First Horizon Corporation
Tennessee
$60.3K -$7.44K -34 -12%
WWM
1053
Wolff Wiese Magana
California
$60.1K – – –
CA
1054
Continuum Advisory
Idaho
$58.9K +$52.5K +240 New
FFO
1055
Fortitude Family Office
Arizona
$55.4K +$17.3K +79 +54%
WAU
1056
Wellington-Altus USA
Manitoba, Canada
$55.1K – – –
QL
1057
Quarry LP
New York
$54.2K +$48.3K +221 New
APW
1058
Aventura Private Wealth
Florida
$53K – – –
BIA
1059
Bell Investment Advisors
California
$52.2K -$1.09K -5 -2%
JWM
1060
JPL Wealth Management
Colorado
$50.3K +$3.06K +14 +7%
SL
1061
Salomon & Ludwin
Virginia
$50.2K – – –
T
1062
TOBAM
France
$50K +$44.2K +202 New
CFFP
1063
Center for Financial Planning
Michigan
$49.1K -$24.7K -113 -36%
RFG
1064
REAP Financial Group
Texas
$49.1K -$16.4K -75 -27%
LWCFA
1065
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$49.1K – – –
CAN
1066
Capital Advisor Network
Indiana
$48.8K +$43.5K +199 New
C
1067
Covestor
United Kingdom
$48K +$16.4K +75 +61%
PWA
1068
Physician Wealth Advisors
Utah
$46.8K +$13.3K +61 +47%
MAM
1069
Meeder Asset Management
Ohio
$45.6K +$7.22K +33 +22%
W
1070
WealthCollab
Washington
$42.4K – – –
WIM
1071
Westside Investment Management
California
$40.5K – – –
FIM
1072
FWL Investment Management
Texas
$38.8K – – –
MSFP
1073
Mark Sheptoff Financial Planning
Connecticut
$36.8K – – –
SGFG
1074
Silver Grove Financial Group
New York
$36.3K +$32.4K +148 New
LI
1075
LRI Investments
Florida
$34.8K -$72.2K -330 -70%
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43
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