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Name Holding Trade Value Shares
Change 		Change in
Stake
LB
1051
Legacy Bridge
Iowa
$14K – – –
AWM
1052
Atticus Wealth Management
Florida
$13K – – –
CFN
1053
Cordasco Financial Network
Florida
$13K – – –
FCA
1054
FinTrust Capital Advisors
South Carolina
$13K – – –
SC
1055
Steph & Co
Wisconsin
$12K – – –
BWP
1056
Baldwin Wealth Partners
Massachusetts
$12K +$12.1K +270 New
AWM
1057
Accel Wealth Management
Iowa
$11K – – –
EWM
1058
Evermay Wealth Management
Virginia
$11K – – –
IRAG
1059
Investment Research & Advisory Group
Georgia
$11K – – –
GEA
1060
Glen Eagle Advisors
New Jersey
$10.3K – – –
FPS
1061
Fieldpoint Private Securities
Connecticut
$10K -$16.1K -360 -63%
FWM
1062
Focused Wealth Management
New York
$10K – – –
WOC
1063
West Oak Capital
California
$10K – – –
MIM
1064
Macroview Investment Management
Maryland
$10K +$10.1K +225 New
APW
1065
Acima Private Wealth
Virginia
$9K – – –
TFO
1066
Tarbox Family Office
California
$8K -$2.01K -45 -20%
TCWA
1067
Ten Capital Wealth Advisors
Washington
$8K – – –
CI
1068
Cordant Inc
Oregon
$8K +$7.37K +165 New
HWM
1069
HighMark Wealth Management
Minnesota
$8K +$7.37K +165 New
CFD
1070
Creative Financial Designs
Indiana
$7K – – –
TWM
1071
Tradition Wealth Management
Minnesota
$7K – – –
OLVIG
1072
Oliver Lagore Vanvalin Investment Group
Michigan
$7K +$6.7K +150 New
ACA
1073
Atlas Capital Advisors
Wyoming
$6.17K -$22.8K -510 -79%
PCG
1074
Private Capital Group
Connecticut
$6K -$670 -15 -11%
CT
1075
Caldwell Trust
Florida
$5.48K – – –
41 42
43
44 45