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Name Holding Trade Value Shares
Change 		Change in
Stake
PIS
2151
POM Investment Strategies
North Carolina
$33.7K +$30K +175 +389%
AFC
2152
Ares Financial Consulting
California
$33.7K +$37.7K +220 New
HNW
2153
High Note Wealth
Minnesota
$33.4K +$8.23K +48 +28%
HFM
2154
Hartford Financial Management
Connecticut
$32.9K – – –
RDFA
2155
Ritter Daniher Financial Advisory
Ohio
$32.9K – – –
QWM
2156
Quaker Wealth Management
New Jersey
$32.5K +$2.06K +12 +6%
DI
2157
DAGCO Inc
Ohio
$32.2K – – –
OC
2158
Oakworth Capital
Alabama
$31.4K – – –
DIP
2159
DT Investment Partners
Pennsylvania
$29.9K – – –
AP
2160
Aspect Partners
Virginia
$29.9K +$30.9K +180 +1,200%
LFASL
2161
Lugano Financial Advisors SA (LFA)
Switzerland
$27.6K – – –
EWM
2162
Evolution Wealth Management
Florida
$27.6K +$858 +5 +3%
AW
2163
Avion Wealth
Texas
$27K -$12.4K -72 -29%
AFG
2164
Albion Financial Group
Utah
$26K – – –
RWM
2165
Raffa Wealth Management
District of Columbia
$26K +$3.43K +20 +13%
LWM
2166
Lodestone Wealth Management
Washington
$26K +$29.2K +170 New
MEG
2167
Millstone Evans Group
Colorado
$25.3K – – –
WWA
2168
Wealth Watch Advisors
Colorado
$25.3K +$1.72K +10 +6%
BOJHT
2169
Bank of Jackson Hole Trust
Wyoming
$25.3K +$6K +35 +27%
MWPCG
2170
Measured Wealth Private Client Group
New Hampshire
$25.3K +$6.86K +40 +32%
BA
2171
Blueline Advisors
New Hampshire
$24.5K +$27.4K +160 New
NWMP
2172
Noble Wealth Management PBC
Colorado
$24.5K – – –
CIAS
2173
CBIZ Investment Advisory Services
Ohio
$24.5K +$6K +35 +28%
AA
2174
AlphaCentric Advisors
Puerto Rico
$24.5K +$27.4K +160 New
DMBA
2175
Deseret Mutual Benefit Administrators
Utah
$24.1K +$7.21K +42 +37%
85 86
87
88 89