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Name Holding Trade Value Shares
Change 		Change in
Stake
CTWM
2451
Cherry Tree Wealth Management
Minnesota
$98.5K -$21.9K -350 -19%
BCPWM
2452
Bradley & Co Private Wealth Management
Florida
$97.9K – – –
FA
2453
Financial Avengers
California
$94.5K – – –
TFF
2454
The Family Firm
Maryland
$94K +$86.8K +1,390 New
JSAM
2455
J. Safra Asset Management
New York
$92.5K +$78.1K +1,250 +1,042%
W
2456
WealthCollab
Washington
$91.8K +$3.75K +60 +5%
SFA
2457
Semmax Financial Advisors
North Carolina
$90.7K -$628K -10,050 -88%
GJWM
2458
Gilliland Jeter Wealth Management
Arkansas
$87.7K -$15K -240 -16%
AFIA
2459
America First Investment Advisors
Nebraska
$86.4K – – –
GIA
2460
GHP Investment Advisors
Colorado
$86.4K +$1.87K +30 +2%
DMBA
2461
Deseret Mutual Benefit Administrators
Utah
$85K -$1.25K -20 -2%
OC
2462
Oakworth Capital
Alabama
$81.7K +$22.5K +360 +42%
FFA
2463
Fairfield Financial Advisors
Massachusetts
$81.7K +$75.6K +1,210 New
PWA
2464
Provenance Wealth Advisors
Florida
$79K – – –
AWM
2465
AllSquare Wealth Management
New York
$77.6K -$43.7K -700 -38%
PO
2466
Private Ocean
California
$76.3K +$31.9K +510 +82%
S
2467
Sachetta
Massachusetts
$75.3K +$16.2K +260 +27%
FCG
2468
Financial Connections Group
California
$73K – – –
MLA
2469
MB, Levis & Associates
Pennsylvania
$72.9K – – –
CWP
2470
Concord Wealth Partners
Virginia
$71.5K -$45.6K -730 -41%
CPG
2471
Cornerstone Planning Group
New Jersey
$70.6K – – –
KSWA
2472
Kathleen S. Wright Associates
Pennsylvania
$69.5K – – –
PP
2473
Pacifica Partners
Canada
$67.5K +$5.62K +90 +10%
B
2474
Birchbrook
Maine
$67.5K – – –
MTIC
2475
Missouri Trust & Investment Company
Missouri
$67.5K – – –
97 98
99
100 101