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Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
1051
Strategic Wealth Advisors
Arizona
$3K +$3.81K +18 New
CT
1052
Colonial Trust
South Carolina
$2.97K – – –
IWM
1053
IMG Wealth Management
Florida
$2.96K – – –
MEG
1054
Millstone Evans Group
Colorado
$2.96K – – –
BGA
1055
Battery Global Advisors
Massachusetts
$2.69K +$9.73K +46 New
DPW
1056
DiNuzzo Private Wealth
Pennsylvania
$2.56K – – –
RWM
1057
Rialto Wealth Management
New York
$2.37K – – –
MPW
1058
MASECO Private Wealth
$2.17K – – –
VNA
1059
Valley National Advisers
Pennsylvania
$2K +$1.9K +9 +180%
BCH
1060
Berkshire Capital Holdings
California
$1.97K -$15.4M -72,980 -100%
ACA
1061
American Capital Advisory
Idaho
$1.77K +$212 +1 +13%
BFS
1062
Bare Financial Services
Pennsylvania
$1.77K -$2.54K -12 -57%
HCM
1063
Horrell Capital Management
Arkansas
$1.77K – – –
RWS
1064
Retirement Wealth Solutions
Wisconsin
$1.58K -$4.02K -19 -70%
LAS
1065
Lloyd Advisory Services
Georgia
$1.58K +$1.69K +8 New
GGI
1066
Godsey & Gibb Inc
Virginia
$1.38K -$1.48K -7 -50%
CMA
1067
Cedar Mountain Advisors
Oregon
$1.38K – – –
TC
1068
Trust Company
Kansas
$1.38K +$1.48K +7 New
SC
1069
Stephens Consulting
Michigan
$1.18K – – –
PS
1070
PayPay Securities
Japan
$1.18K +$212 +1 +20%
AF
1071
Align Financial
Minnesota
$1.18K +$250K +1,183 New
1CP
1072
1015 Capital Partners
Pennsylvania
$986 +$1.06K +5 New
APW
1073
Atlantic Private Wealth
North Carolina
$986 +$1.06K +5 New
CWM
1074
Copia Wealth Management
Oregon
$986 +$1.06K +5 New
JFA
1075
JNBA Financial Advisors
Minnesota
$986 +$1.06K +5 New
41 42
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