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Name Holding Trade Value Shares
Change 		Change in
Stake
TWD
701
True Wealth Design
Ohio
$8.09K +$5.87K +135 +711%
CCM
702
Chilton Capital Management
Texas
$8.02K – – –
MA
703
Montag & Associates
Georgia
$7.96K – – –
EFMH
704
E Fund Management (HK)
Hong Kong
$7.23K – – –
GBT
705
Grove Bank & Trust
Florida
$6.81K +$1.3K +30 +30%
AT
706
Arlington Trust
Alabama
$6.66K – – –
CSC
707
Caldwell Sutter Capital
California
$6.34K – – –
HCM
708
Hollencrest Capital Management
California
$6.29K – – –
OAJ
709
Ogorek Anthony Joseph
New York
$6K +$2.91K +67 +137%
GSWM
710
Golden State Wealth Management
California
$5.71K -$10.6K -243 -69%
PWAM
711
Private Wealth Asset Management
Iowa
$5.29K -$609 -14 -12%
MAS
712
MPWM Advisory Solutions
Georgia
$5.24K -$826 -19 -16%
TFA
713
Toth Financial Advisory
Virginia
$5.24K – – –
CAL
714
Capital Analysts LLC
Pennsylvania
$5K – – –
AW
715
Avion Wealth
Texas
$5K +$1.3K +30 +36%
WWM
716
Wolff Wiese Magana
California
$4.88K -$7.65K -176 -65%
HWM
717
HighMark Wealth Management
Minnesota
$4.87K -$1.56K -36 -28%
CTA
718
Colonial Trust Advisors
South Carolina
$4.77K – – –
HHMI
719
Howard Hughes Medical Institute
Maryland
$4.77K +$3.96K +91 New
PWMG
720
Private Wealth Management Group
New Jersey
$4.67K +$2.22K +51 +134%
RAM
721
Riggs Asset Management
Pennsylvania
$4.61K +$2.26K +52 +144%
PK
722
Pflug Koory
Nebraska
$4.46K – – –
TIM
723
Total Investment Management
Arizona
$4.09K +$3.39K +78 New
MA
724
MCF Advisors
Kentucky
$3.98K – – –
FWM
725
FSA Wealth Management
Massachusetts
$3.83K – – –
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