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Name Holding Trade Value Shares
Change 		Change in
Stake
FWA
2201
Freedom Wealth Alliance
Wisconsin
$48.9K +$42.1K +418 New
CDIA
2202
Capital Directions Investment Advisors
Georgia
$48.6K +$41.8K +415 New
MWM
2203
Mascoma Wealth Management
New Hampshire
$48K -$14.6K -145 -26%
MCI
2204
MRP Capital Investments
Georgia
$47.6K +$41K +407 New
MWM
2205
MinichMacGregor Wealth Management
New York
$45K +$38.8K +385 New
PCM
2206
Penserra Capital Management
California
$45K -$11.4K -113 -22%
AWM
2207
Ameliora Wealth Management
Switzerland
$44.3K – – –
SPWM
2208
Spartan Planning & Wealth Management
North Carolina
$44.3K +$38.1K +378 +37,800%
FMP
2209
Financial Management Professionals
Texas
$44K -$44.1K -438 -54%
CCM
2210
Cribstone Capital Management
Maine
$43.6K – – –
TLA
2211
Tanglewood Legacy Advisors
Texas
$43.3K +$37.3K +370 New
TFGT
2212
TS Financial Group (TSFG)
Illinois
$43K -$10.2K -101 -21%
AP
2213
Atwood & Palmer
Missouri
$42.4K – – –
MIFH
2214
Migdal Insurance & Financial Holdings
Israel
$41K -$4.13K -41 -10%
BCM
2215
Bourgeon Capital Management
Connecticut
$41K – – –
IRC
2216
Investors Research Corp
Georgia
$39.7K +$5.64K +56 +20%
PK
2217
Pflug Koory
Nebraska
$39K – – –
LSA
2218
Lansing Street Advisors
Pennsylvania
$37.8K -$32K -318 -50%
JWM
2219
Janiczek Wealth Management
Colorado
$37K -$1.31K -13 -4%
GTCM
2220
Gyon Technologies Capital Management
New Jersey
$35.8K +$30.8K +306 New
CSWM
2221
Cassady Schiller Wealth Management
Ohio
$35.3K +$30.4K +302 New
PA
2222
PSI Advisors
Florida
$35.2K -$10.2K -101 -25%
CT
2223
Clearstead Trust
Maine
$35K +$13.7K +136 +82%
AWM
2224
Atticus Wealth Management
Florida
$35K -$40.5K -402 -57%
FSWA
2225
Financial Synergies Wealth Advisors
Texas
$34.2K +$6.54K +65 +29%
87 88
89
90 91