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Name Holding Trade Value Shares
Change 		Change in
Stake
FNBOSM
526
First National Bank of South Miami
Florida
$9K – – –
AWM
527
Accel Wealth Management
Iowa
$8K – – –
CWP
528
Concord Wealth Partners
Virginia
$8K – – –
IWP
529
IAG Wealth Partners
Wisconsin
$8K – – –
JWBC
530
John W. Brooker & Co
California
$8K – – –
PFA
531
Professional Financial Advisors
Nebraska
$8K – – –
FCA
532
FinTrust Capital Advisors
South Carolina
$8K +$861 +10 +10%
SWM
533
Sugarloaf Wealth Management
Georgia
$8K +$8.61K +100 New
WBC
534
West Branch Capital
Massachusetts
$8K +$9.47K +110 New
CFO
535
CVA Family Office
Colorado
$7K – – –
MAM
536
Meeder Asset Management
Ohio
$6K -$527K -6,125 -99%
LC
537
Lindbrook Capital
California
$6K -$1.12K -13 -13%
RIM
538
Rockbridge Investment Management
New York
$6K +$6.46K +75 New
CWA
539
Carolina Wealth Advisors
South Carolina
$5K – – –
LWANC
540
Laurel Wealth Advisors (North Carolina)
North Carolina
$5K – – –
IRC
541
Investors Research Corp
Georgia
$5K +$5.17K +60 New
PWMG
542
Prestige Wealth Management Group
New Jersey
$4K -$2.07K -24 -33%
TIM
543
Tortoise Investment Management
New York
$4K – – –
TC
544
Trust Company
Kansas
$4K – – –
MIM
545
Macroview Investment Management
Maryland
$4K +$4.39K +51 New
DAM
546
Delta Asset Management
Tennessee
$4K +$4.74K +55 New
EW
547
Evoke Wealth
California
$3K -$1.21K -14 -27%
FMP
548
Financial Management Professionals
Texas
$3K +$258 +3 +7%
FF
549
FourThought Financial
Florida
$3K +$861 +10 +29%
WAS
550
Winch Advisory Services
Wisconsin
$3K +$3.1K +36 New
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