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Name Holding Trade Value Shares
Change 		Change in
Stake
GFPC
2226
Global Financial Private Client
Florida
$14.1K – – –
RTL
2227
Red Tortoise LLC
Georgia
$13.6K – – –
MSFP
2228
Mark Sheptoff Financial Planning
Connecticut
$13.1K +$10.9K +250 +1,250%
ITIM
2229
Indiana Trust & Investment Management
Indiana
$12.2K – – –
HWM
2230
HighMark Wealth Management
Minnesota
$11.7K – – –
TCA
2231
Trifecta Capital Advisors
Illinois
$11.2K -$40.2K -920 -80%
DPW
2232
DiNuzzo Private Wealth
Pennsylvania
$11.2K +$10K +230 New
TVWM
2233
Tower View Wealth Management
Wisconsin
$11K – – –
PS
2234
PayPay Securities
Japan
$10.8K -$1.75K -40 -15%
IPW
2235
Impact Partnership Wealth
Georgia
$10.7K -$873 -20 -8%
CMA
2236
Cedar Mountain Advisors
Oregon
$10.7K – – –
TCG
2237
Transcendent Capital Group
Oklahoma
$10.2K +$9.17K +210 New
NC
2238
NewSquare Capital
Pennsylvania
$9.77K -$6.99K -160 -44%
JGIA
2239
Jackson Grant Investment Advisers
Connecticut
$9.74K – – –
CHC
2240
City Holding Co
West Virginia
$9.74K – – –
VWA
2241
Valued Wealth Advisors
Utah
$9.44K +$10.9K +250 New
KFS
2242
Kelly Financial Services
Massachusetts
$8.76K +$437 +10 +6%
BSB
2243
Bangor Savings Bank
Maine
$8.28K -$5.67K -130 -43%
LWA
2244
Lowe Wealth Advisors
Maryland
$8.28K – – –
PWMA
2245
Pension & Wealth Management Advisors
Massachusetts
$8.28K – – –
CWM
2246
Compass Wealth Management
Connecticut
$7.79K +$6.99K +160 New
AEPWM
2247
Atlantic Edge Private Wealth Management
Florida
$7.3K +$6.55K +150 New
HH
2248
HWG Holdings
Texas
$7.3K -$452K -10,350 -99%
MBFW
2249
Morton Brown Family Wealth
Pennsylvania
$7.3K – – –
CAM
2250
Creekmur Asset Management
Illinois
$7.3K +$6.55K +150 New
88 89
90
91 92