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Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
1501
Raffa Wealth Management
District of Columbia
$38.6K +$969 +11 +3%
JWM
1502
JPL Wealth Management
Colorado
$38.3K +$440 +5 +1%
WAG
1503
Wilkerson Advisory Group
Missouri
$37K +$3K +34 +9%
TCOT
1504
Trust Company of Toledo
Ohio
$36.3K -$8.81K -100 -19%
BAM
1505
Bellevue Asset Management
Washington
$36K +$440 +5 +1%
SOAM
1506
SBI Okasan Asset Management
Japan
$35.5K -$88.1K -1,000 -71%
MA
1507
Montag & Associates
Georgia
$34.8K – – –
FGC
1508
Financial Gravity Companies
Texas
$34.8K +$35.2K +400 New
CB
1509
Community Bank
New York
$34.3K – – –
EIP
1510
Essential Investment Partners
Colorado
$33.9K – – –
CT
1511
Colonial Trust
South Carolina
$32.9K +$264 +3 +0.8%
GBT
1512
Grove Bank & Trust
Florida
$32.3K -$11.6K -132 -26%
VWM
1513
Vermillion Wealth Management
Minnesota
$31.9K -$3.61K -41 -10%
TFA
1514
Transamerica Financial Advisors
Florida
$31.6K +$13.1K +149 +70%
SR
1515
Syntax Research
Florida
$31.2K +$440 +5 +1%
FNWA
1516
Financial Network Wealth Advisors
Utah
$30.4K +$969 +11 +3%
SW
1517
StrongBox Wealth
Missouri
$30.4K +$30.8K +350 New
AIM
1518
Access Investment Management
Georgia
$29.6K – – –
DWM
1519
Dogwood Wealth Management
Kansas
$29.4K +$3K +34 +11%
ABWM
1520
Alpine Bank Wealth Management
Colorado
$29.4K +$29.8K +338 New
VR
1521
Vision Retirement
New Jersey
$28.3K +$264 +3 +0.9%
HFM
1522
Harvest Fund Management
China
$27K – – –
CFS
1523
CGC Financial Services
Oregon
$26.4K – – –
EWP
1524
Elevation Wealth Partners
California
$26.2K +$8.98K +102 +51%
CTA
1525
Colonial Trust Advisors
South Carolina
$26.1K – – –
59 60
61
62 63