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Name Holding Trade Value Shares
Change 		Change in
Stake
SIS
2101
Strategic Investment Solutions
Illinois
$101K -$664K -15,200 -88%
CT
2102
Cambridge Trust
Massachusetts
$101K -$437 -10 -0.5%
GWSA
2103
Global Wealth Strategies & Associates
Colorado
$100K – – –
EC
2104
EdgeRock Capital
Colorado
$99.4K +$76.8K +1,760 New
FW
2105
Fairway Wealth
Ohio
$98.3K +$88.2K +2,020 New
CFG
2106
CKW Financial Group
Hawaii
$97K – – –
LF
2107
Lee Financial
Texas
$96.9K +$16.2K +370 +23%
TWM
2108
Tradition Wealth Management
Minnesota
$94K +$27.5K +630 +48%
APC
2109
Aspire Private Capital
North Carolina
$93.2K – – –
LD
2110
Lipe & Dalton
New York
$93K – – –
ANBT
2111
American National Bank & Trust
Texas
$90.6K +$64.6K +1,480 +389%
AWM
2112
AllSquare Wealth Management
New York
$90.1K – – –
GKIM
2113
GW&K Investment Management
Massachusetts
$89K +$11.3K +260 +17%
OA
2114
Operose Advisors
Wisconsin
$88.1K -$34.9K -800 -31%
CJ
2115
Caitlin John
Michigan
$88.1K +$79K +1,810 New
CWP
2116
Concord Wealth Partners
Virginia
$86.7K -$12.7K -290 -14%
CTWM
2117
Cherry Tree Wealth Management
Minnesota
$85.7K – – –
SR
2118
Syntax Research
Florida
$85.2K – – –
KFI
2119
Key Financial Inc
Pennsylvania
$84.7K -$10.9K -250 -13%
CSB
2120
City State Bank
Iowa
$84K – – –
PS
2121
Planned Solutions
California
$83.3K +$74.6K +1,710 New
DCP
2122
DSM Capital Partners
Florida
$81.8K +$73.3K +1,680 New
W
2123
WealthCollab
Washington
$79.8K +$71.6K +1,640 New
NECFA
2124
New England Capital Financial Advisors
Connecticut
$78.1K – – –
CPG
2125
Cornerstone Planning Group
New Jersey
$76.4K +$16.6K +380 +32%
83 84
85
86 87