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Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
2601
Private Wealth Management Group
New Jersey
$68.1K -$669 -10 -1%
ICM
2602
Islay Capital Management
Texas
$67.4K – – –
TCA
2603
Trifecta Capital Advisors
Illinois
$66K – – –
WAG
2604
Wiser Advisor Group
Arizona
$65.3K – – –
CIR
2605
Clear Investment Research
Georgia
$64.7K +$1.34K +20 +2%
VNA
2606
Valley National Advisers
Pennsylvania
$63K -$352K -5,260 -86%
BC
2607
Barrett & Company
Rhode Island
$62.2K – – –
SC
2608
Stephens Consulting
Michigan
$58.9K -$10K -150 -15%
HGA
2609
Hobbs Group Advisors
South Carolina
$58.7K +$51.5K +770 +1,283%
MFT
2610
Moisand Fitzgerald Tamayo
Florida
$58.2K – – –
OSNBOA
2611
Old Second National Bank of Aurora
Illinois
$56.7K – – –
IWP
2612
IAG Wealth Partners
Wisconsin
$56.7K +$46.8K +700 +700%
AP
2613
Aspect Partners
Virginia
$54.6K +$6.69K +100 +15%
TIM
2614
Tortoise Investment Management
New York
$53.2K – – –
TLCM
2615
Twin Lakes Capital Management
California
$52.5K – – –
MB
2616
Mizuho Bank
Japan
$49.6K -$13.4K -200 -22%
MWM
2617
Mascoma Wealth Management
New Hampshire
$49.6K – – –
BFPW
2618
BOK Financial Private Wealth
Colorado
$48.9K +$46.1K +690 New
PP
2619
PFS Partners
New Jersey
$46.1K -$3.34K -50 -7%
CSC
2620
Caldwell Sutter Capital
California
$46.1K – – –
MCA
2621
Maryland Capital Advisors
Maryland
$46.1K – – –
TFM
2622
TFC Financial Management
Massachusetts
$44.7K -$669 -10 -2%
RWM
2623
Ruedi Wealth Management
Illinois
$44.7K -$3.34K -50 -7%
MSE
2624
MUFG Securities EMEA
United Kingdom
$44.7K – – –
GAG
2625
Goodman Advisory Group
Massachusetts
$44K +$41.5K +620 New
103 104
105
106 107